Senior Client Reporting Specialist

At M&G, our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions. Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.

Client Reporting is responsible for collecting and distributing investment data to internal stakeholders, clients and regulators. This role offers an exciting opportunity to deliver high-quality sustainability reporting to M&G’s clients, ensuring accurate and timely production while driving process simplification, stronger controls, improved data quality, increased automation and a scalable reporting capability.

Key Responsibilities:

• Own complex sustainability reporting deliverables across fund, product, client and regulatory reporting cycles, ensuring outputs are accurate, timely and supported by robust controls, evidence and sign-off processes.
• Deliver reporting production activities, including preparation of reporting outputs, template updates, data review, action tracking and coordination of approvals.
• Analyse and validate sustainability data from sources, performing reconciliations, quality checks and issue resolution.
• Investigate and resolve complex reporting and data issues, identifying root causes across data, methodologies, processes, technology and stakeholder inputs.
• Continuously review reporting processes, controls and operating models to improve quality, scalability, efficiency and risk management.
• Challenge existing ways of working, identifying manual, inefficient activities and driving improvement initiatives and governance.
• Lead and support remediation of high-risk reporting processes and identify opportunities for automation, workflow tools, analytics and reporting technologies.
• Translate sustainability regulatory and framework requirements into practical reporting processes, controls, templates, data requirements and delivery plans.
• Support regulatory change implementation through impact assessments, process updates and operational readiness activities.
• Review the interdependencies between sustainability regulations, fund structures, product disclosures, data sources, methodologies, governance processes and reporting outputs.
• Coordinate reporting activity across Sustainability, Product, Investment, Compliance, Legal, Distribution, Client Reporting, Operations, Technology, Data teams and external vendors.
• Proactively engage stakeholders to ensure early capture of reporting requirements and provide comprehensive impact analysis.
• Manage relationships with third-party data providers and external vendors to support reporting delivery and data quality.
• Maintain reporting governance artefacts, including procedures, process maps, controls, evidence packs, issue logs, stakeholder maps, reporting calendars and sign-off trackers.
• Review reporting outputs produced by colleagues and partner teams, providing constructive feedback to enhance quality, consistency and control.
• Support governance forums, working groups and stakeholder discussions through clear reporting of progress, risks, recommendations and decisions.
• Keep up to date with industry developments, regulatory requirements and best practice relating to sustainability reporting.
• Contribute to the delivery of the Client Reporting strategy, working within a global operating model across London and Mumbai.
• Build reporting capability by sharing knowledge, improving documentation and promoting consistent ways of working across teams and locations.

Key Knowledge, Skills & Experience:

• Strong understanding of sustainability reporting within asset management, including fund, product, client, entity and website disclosures.
• Good knowledge of key sustainability regulations and frameworks, including SFDR, UK SDR, EU Taxonomy, impact reporting and PAI concepts.
• Experience in sustainability, regulatory, fund or client reporting within financial services, with a strong understanding of the interaction between regulations, disclosures, data, controls, governance and operating models.
• Strong analytical skills, with the ability to interrogate, reconcile and challenge complex data from multiple sources and assess the impact of regulatory, methodological, data or system changes.
• Understanding of data quality, data lineage, ownership, controls, auditability and reporting traceability requirements.
• Experience with ESG data providers, reporting technologies, workflow tools and data visualisation solutions (e.g. Power BI), with knowledge of automation and data platforms advantageous.
• Strong control mindset, with the ability to identify risks, investigate root causes and implement practical solutions that improve reporting quality and efficiency.
• Strong stakeholder management and influencing skills, with the confidence to challenge constructively and drive outcomes across multiple teams and external partners.
• Excellent communication skills, with the ability to translate complex regulatory, reporting and data topics into clear and practical messages.
• Advanced Excel skills and experience managing large, complex datasets.
• Good understanding of the asset classes in which M&G invests.
• Proactive, collaborative, improvement and client-focused, balancing delivery priorities with continuous enhancement of reporting processes, controls and operating models.

Location: London

What we offer:

• A valuable pension scheme of up to 18% (13% made up of employer contributions and 5% employee contributions).
• Access to our Share Save and Share Incentive Plan, alongside financial wellbeing and support services.
• Enjoy 38 days annual leave (including bank holidays), with the opportunity to purchase up to five extra days.
• Our Time Off When You Need It policy gives you the flexibility to balance work and personal commitments.
• Comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave.
• Health & Protection cover includes Private Healthcare, Critical Illness cover and Life Assurance for you, with additional family options.

At M&G we strive to have a diverse workforce and an inclusive culture, underpinned by our policies and employee-led networks that offer networking, support and development opportunities for the diverse communities our colleagues represent. We welcome applications from people of all backgrounds – across gender, ethnicity, age, disability, sexual orientation and more – including neurodivergent individuals, career returners and those with military service experience.

M&G is proud to be Level 3: Disability Confident Leader under the UK Government Disability Confident employer scheme, and we welcome applications from candidates with disabilities and long-term health conditions. We are committed to providing an inclusive recruitment process. All candidates have the opportunity to request reasonable adjustments when applying.