Client Reporting Data Analyst - 12 M FTC

M&G; Greater London; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A leading investment firm based in Greater London is seeking a Client Reporting Analyst for a 12-month maternity cover. The role involves collating and distributing investment data, managing operational processes, and ensuring high quality sustainability reporting. Candidates should have strong analytical skills, experience with large datasets, and familiarity with ESG terms. Beneficial tools include Power BI and advanced Excel. Competitive benefits include an 18% pension scheme, 38 days annual leave, and comprehensive health cover.

Benefits

18% pension scheme

38 days annual leave

Private Healthcare

Qualifications

• Good understanding of instruments across asset classes.
• Understanding of ESG terms and SFDR reporting.
• Experience in asset management data management.

Responsibilities

• Carry out operational processes for periodic reporting to clients.
• Execute data checks and analysis on large data sets.
• Manage change implementation plans.

Skills

Data management

Analysis and problem-solving

Team collaboration

Power BI

Advanced Excel skills

Tools

Power BI

Excel

Job description

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.

Through telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.

We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.

Job Description

Client Reporting Analyst (12 month FTC Maternity cover) - 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 Sustainability reporting to M&G’s clients.

Key Responsibilities

• Carry out operational processes for periodic reporting to clients
• Executing 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
• 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 Sustainability reporting documents produced by the team
• Work with external vendors where required around 3rd party data

Key Knowledge, Skills & Experience

• Good understanding of instruments across the suite of asset classes in which M&G clients invest (fixed income, public equity, leveraged loans, private debt, private equity)
• Good understanding of ESG terms and SFDR reporting requirements beneficial
• 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

Recruiter: Sarah Hawkins

Job Level: Experienced Colleague

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:

• As a savings and Investments firm we are proud to offer a valuable pension scheme of 18%, with 13% made up of Employer Contributions and 5% Employee Contributions. We also offer Share Save and our Share Incentive Plan, together with access to financial wellbeing and support services - to help give you real confidence to put your money to work.
• Enjoy 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 – to balance your work and personal commitments.
• Our market leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - as supporting families is a core aspect of our inclusive culture.
• Health & Protection cover including Private Healthcare, Critical Illness cover and Life Assurance for you, with family options - for peace of mind.

To explore more about life at M&G and our full benefits offering, visit Life at M&G

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.

Ifyou need assistanceor an alternative means of applying for a role due to a disability or additional need,pleaselet usknow by contacting us at: [e-mail]