Senior Client Reporting Specialist

M&G; City of Westminster; Hybrid; GBP 70,000 - 90,000; Full time

Benefits offered by this job

Pension scheme up to 18%

Share Save plan

38 days annual leave

Parental leave policy

Private healthcare

Job summary

M&G is seeking an experienced Client Reporting professional to own complex sustainability reporting across fund, product, client and regulatory outputs, delivering accurate, timely reporting with strong controls.

You will drive automation, data quality, and governance, coordinating with multiple teams in London and Mumbai, and translating regulatory frameworks into practical reporting processes.

Qualifications

• Experience delivering sustainability or regulatory reporting in asset management.
• Strong analytical and data reconciliation skills.
• Ability to translate complex regulations into actionable reporting processes.
• Proactive in improving processes, controls and automation.
• Excellent stakeholder management and communication.

Responsibilities

• Own sustainability reporting deliverables across fund, product, client and regulatory reporting cycles.
• Coordinate data reviews, sign-off and governance processes.
• Analyse and validate data from sources, perform reconciliations and issue resolution.
• Investigate and resolve complex reporting and data issues, identify root causes across data, methodologies, processes and stakeholders.
• Continuously review reporting processes, controls and operating models to improve quality and efficiency.
• Lead remediation and identify opportunities for automation, workflow tools and reporting technologies.
• Translate regulatory and framework requirements into practical reporting processes, templates, data requirements and delivery plans.
• Support regulatory change implementation through impact assessments and operational readiness activities.

Skills

Sustainability reporting

Stakeholder management

Analytical skills

Communication skills

Tools

Power BI

Excel

Job description

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.,

• 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.
• 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.

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. 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 offer workplace adjustments to ensure you have the support you need to succeed in your role.

• 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 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 five extra days. Our Time Off When You Need It policy gives you the flexibility - to balance work and personal commitments.
• Our market-leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - because supporting families is an important part of our inclusive culture.
• Health & Protection cover includes Private Healthcare, Critical Illness cover and Life Assurance for you, with additional family options - for peace of mind.