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- Tasks: Join our Client Reporting team to manage and deliver high-quality investment reports.
- Company: M&G is a leading investment management firm committed to diversity and inclusion.
- Benefits: Enjoy flexible working arrangements and workplace accommodations tailored for your success.
- Why this job: Be part of a dynamic team that impacts client satisfaction and regulatory compliance.
- Qualifications: Strong analytical skills and experience in data management within asset management are essential.
- Other info: We value diverse backgrounds and welcome applicants from all walks of life.
The predicted salary is between 36000 - 60000 £ per year.
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Client Reporting Specialist, Greater London
Client:
M&G
Location:
Greater London, United Kingdom
Job Category:
Customer Service
EU work permit required:
Yes
Job Reference:
a7fbd159a963
Job Views:
87
Posted:
03.03.2025
Expiry Date:
17.04.2025
Job Description:
We will consider flexible working arrangements for any of our roles and also offer workplace accommodations to ensure you have what you need to effectively deliver in your role.
The Role:
The Investment Reporting Services (IRS) Function is responsible for collating and distributing investment data to our internal teams, Clients and Regulators. This role represents an exciting opportunity to be part of an established Client Reporting Delivery team which sits in IRS, who are responsible for building and delivering high quality reporting to M&G’s clients.
Key Responsibilities:
- Carry out operational processes for periodic reporting to clients.
- Execute data checks and analysis on large data sets, to assure quality and resolve issues in a timely manner.
- Manage change implementation including plans of timeline and cost for delivery.
- Focus on managing early capture of reporting requirements and provide full impact analysis.
- Provide focused ownership and knowledge for the full content and delivery of Client Reporting including SFDR annexes and PAI statements.
- Proactively engage with key stakeholders, including Product Development, Compliance and Distribution.
- Keep up to date at all times with business and industry standards as well as regulatory requirements as they pertain to reporting documents produced by the team – sufficient knowledge of UCITs & PRIIPs is essential.
- Develop and use relationships with 3rd party data vendors to actively manage M&G data being represented in the market.
Key Knowledge, Skills & Experience:
- Strong understanding of instruments across the suite of asset classes M&G invests in (fixed income, public equity, leveraged loans, private debt, private equity).
- Good understanding of ESG terms and SFDR reporting requirements.
- Experience of data management or client reporting function within the asset management industry.
- Ability to handle and manipulate large volumes of static and dynamic data.
- Excellent analysis and problem-solving skills.
- Strong team player with the ability to work closely with colleagues.
- Experience working with external suppliers and data vendors.
- Experience of data visualisation tools such as Power BI.
- Advanced Excel skills.
- Proactive self-starter, with the ability to identify problems and follow them through to resolution.
We have a diverse workforce and an inclusive culture at M&G plc, 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 or disability 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.
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Client Reporting Specialist employer: TN United Kingdom
Contact Detail:
TN United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Reporting Specialist
✨Tip Number 1
Familiarize yourself with the key responsibilities of the Client Reporting Specialist role. Understanding operational processes for periodic reporting and data checks will help you demonstrate your knowledge during interviews.
✨Tip Number 2
Make sure to stay updated on industry standards and regulatory requirements, especially regarding UCITS and PRIIPs. This knowledge will be crucial in discussions with stakeholders and can set you apart from other candidates.
✨Tip Number 3
Highlight any experience you have with data management and client reporting within the asset management industry. Be prepared to discuss specific examples of how you've handled large data sets and resolved issues.
✨Tip Number 4
If you have experience with data visualization tools like Power BI, make sure to mention it. Being able to present data effectively is a valuable skill for this role and can impress potential employers.
We think you need these skills to ace Client Reporting Specialist
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Client Reporting Specialist position. Highlight key responsibilities and required skills, such as data management and knowledge of ESG terms, to tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in client reporting or data management within the asset management industry. Provide specific examples of how you've handled large data sets and executed quality checks.
Showcase Technical Skills: Mention your proficiency in tools like Excel and Power BI, as well as your ability to analyze and visualize data. This is crucial for the role, so be sure to provide examples of how you've used these skills in past positions.
Engage with Company Values: Reflect on M&G's commitment to diversity and inclusion in your application. Share any relevant experiences that demonstrate your alignment with their values and how you can contribute to their inclusive culture.
How to prepare for a job interview at TN United Kingdom
✨Understand the Role
Make sure you have a clear understanding of the Client Reporting Specialist role and its responsibilities. Familiarize yourself with investment reporting processes, data management, and the specific requirements related to SFDR and PAI statements.
✨Showcase Your Analytical Skills
Prepare to discuss your experience with data analysis and problem-solving. Be ready to provide examples of how you've handled large data sets and resolved issues in previous roles, as these skills are crucial for this position.
✨Engage with Stakeholders
Highlight your ability to work collaboratively with various stakeholders. Be prepared to discuss how you've engaged with teams like Product Development, Compliance, and external data vendors in past experiences.
✨Stay Updated on Industry Standards
Demonstrate your knowledge of current business and regulatory standards relevant to client reporting. Being well-versed in UCITS and PRIIPs will show that you are proactive and informed about the industry.
