At a Glance
- Tasks: Join our team to enhance client reporting and drive process improvements.
- Company: M&G, a leading savings and investments firm with over 175 years of innovation.
- Benefits: Enjoy 38 days annual leave, a generous pension scheme, and flexible working options.
- Why this job: Make a real impact in a dynamic environment while developing your analytical skills.
- Qualifications: Experience in business analysis and a strong understanding of asset management operations required.
- Other info: Inclusive culture with support for diverse communities and career growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
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.
We are seeking a proactive and detail oriented Business Analyst with a strong track record in Client Reporting change initiatives to join our newly formed Client Reporting Solutions Team. You will play a key role in delivering the Client Reporting strategy under the Client Experience (CX) Programme and work directly with a varied cross section of internal stakeholders (Distribution, Investments, Data Strategy Team and Tech & Change). You will support the Head of CR Solutions and the whole Client Reporting team in progressing our exciting transformation journey.
In 2026, Client Reporting will focus on foundational improvements, including developing a service catalogue, redefining change request processes, enhancing existing workflows, and establishing data prioritisation principles. In 2027, we will build on this foundation to differentiate between strategic and tactical solutions and embed long term improvements. This role sits at the intersection of reporting, technology, data, and client service. It is ideal for someone with strong analytical ability, hands on client reporting experience, and deep knowledge of asset management operations and data. You will be instrumental in assessing reporting requirements, coordinating change initiatives, and driving continuous improvement across the reporting value chain. This is a 24 month Fixed Term contract.
Key Responsibilities:
- Business Analysis and Process Design for Change Request Process and Service Catalogue: Analysis of current change request process to establish enhanced WOW, introducing metrics throughout the workflow to drive continuous improvement. Drive the creation of the service catalogue via analysis of existing offering(s) to create standards and pairing to our Client Tiering framework.
- Stakeholder Engagement: Form a strong collaboration with our internal reporting SMEs and act as a central point of contact for the Change Programme, ensuring effective communication, prioritisation, and transparency across teams and workstreams.
- Process Improvement: Support the review and optimisation of existing reporting processes. Identify opportunities for efficiency, scalability, and enhanced documentation.
- Data Strategy Coordination: Bring together the data challenges for client reporting and dependencies for each output scope to tell a clear story of the path to green, including tactical vs strategic.
- KPI & Workflow Oversight: For activities in scope develop KPIs and leverage workflow tools to track progress, identify bottlenecks, and support decision-making.
Key Knowledge, Skills & Experience:
Essential:
- Experience in a senior business analysis role.
- Strong understanding of asset management operations and client types, including institutional, retail, and segregated mandates and their differing reporting requirements.
- End-to-end knowledge of the client reporting lifecycle: data sourcing, production, quality control, and delivery.
- Proven experience in delivering process change and delivering scalable solutions within a client reporting function.
- Familiarity with vendor reporting platforms, reporting technologies and workflow automation tools.
- Understanding of data architecture and data management principles (e.g. lineage, governance, quality).
- Ability to manage multiple priorities and stakeholders in a dynamic environment.
- Proficiency in Power BI for dashboard creation and reporting insights.
- Experience using JIRA or similar tools to manage workflows and change requests.
- Strategic thinker with a solution‑oriented mindset and a track record of delivering change.
- Strong experience within Asset Management.
Desirable:
- Experience in cross-functional transformation programmes, including target operating model design and transition planning.
- Experience working with offshore teams and outsourced operations.
- Knowledge of financial instruments and investment strategies.
- SQL experience would be highly beneficial.
Location: London
Work Level: Manager or Expert
Type: Fixed Term contract - 24 months
What we offer:
At M&G, we’re committed to helping you thrive and supporting your wellbeing, both at work and beyond. Our benefits are designed to help you balance your professional and personal life, while planning confidently for your future. Our UK benefits include:
- A valuable pension scheme of 18%, with 13% made up of Employer Contributions and 5% Employee Contributions.
- Share Save and our Share Incentive Plan, together with access to financial wellbeing and support services.
- 38 days annual leave including bank holidays, with the opportunity to purchase up to 5 extra days and additional flexibility through our Time Off When You Need It policy.
- Comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave.
- Health & Protection cover including Private Healthcare, Critical Illness cover and Life Assurance for you, with family options.
We have a diverse workforce and an inclusive culture at M&G, underpinned by our policies and our employee‑led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks. M&G is also proud to be a Disability Confident Leader, and we welcome applications from candidates with long-term health conditions, disabilities, or neuro‑divergent conditions. If you need assistance or an alternative means of applying for a role due to a disability or additional need, please let us know by contacting us at: careers@mandg.com
Business Analyst (Client Reporting) - FTC employer: M&G
Contact Detail:
M&G Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Analyst (Client Reporting) - FTC
✨Tip Number 1
Network like a pro! Reach out to current employees on LinkedIn or through mutual connections. Ask them about their experiences and any tips they might have for landing the role. Personal connections can give you an edge!
✨Tip Number 2
Prepare for the interview by researching the company’s recent projects and initiatives, especially in client reporting. Show that you’re not just interested in the job, but also in how you can contribute to their ongoing transformation journey.
✨Tip Number 3
Practice your analytical skills! Be ready to discuss specific examples of how you've improved processes or delivered change in previous roles. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team at M&G.
We think you need these skills to ace Business Analyst (Client Reporting) - FTC
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Business Analyst role. Highlight your experience in client reporting and any relevant change initiatives you've been part of. We want to see how your skills align with our needs!
Showcase Your Analytical Skills: Since this role is all about analysis, don’t shy away from showcasing your analytical abilities. Use specific examples from your past work that demonstrate your problem-solving skills and how you’ve driven process improvements.
Engage with Our Values: We value integrity and collaboration, so make sure to reflect these in your application. Share experiences where you’ve worked effectively with stakeholders or contributed to a team’s success. It’s all about showing us you fit into our culture!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people. Plus, you’ll find all the details you need about the role and our company there!
How to prepare for a job interview at M&G
✨Know Your Client Reporting Inside Out
Make sure you have a solid understanding of the client reporting lifecycle, from data sourcing to delivery. Brush up on your knowledge of asset management operations and the different reporting requirements for various client types. This will help you demonstrate your expertise during the interview.
✨Showcase Your Analytical Skills
Prepare to discuss specific examples where you've successfully delivered process changes or scalable solutions in client reporting. Use metrics and outcomes to illustrate your impact. This will show that you can not only analyse but also implement effective strategies.
✨Engage with Stakeholders
Highlight your experience in stakeholder engagement. Be ready to talk about how you've collaborated with cross-functional teams and managed multiple priorities. This is crucial for the role, so demonstrating your communication skills will set you apart.
✨Familiarise Yourself with Tools
Get comfortable with tools like Power BI and JIRA, as they are essential for this position. If you have experience with workflow automation tools or vendor reporting platforms, be sure to mention it. Showing that you're tech-savvy will give you an edge in the interview.