Shareholder Reporting Senior Analyst (m f x)

E Fundresearch; City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in London is seeking a Shareholder Reporting Senior Analyst. In this role, you'll provide high-quality service within Regulatory Reporting, ensuring compliance with multiple reporting regulations. The ideal candidate possesses strong analytical skills, proven experience in Shareholder Reporting, and is adept at managing relationships with both internal team members and external stakeholders. This position offers a flexible working arrangement.

Benefits

Pension scheme

Flexible working arrangements

Qualifications

• Proven experience of Shareholder Reporting (Threshold/Disclosure of Interest Reporting).
• Strong understanding of the Position Reporting Regulations.
• Ability to manage large volumes of data effectively.

Responsibilities

• Comply with regulatory requirements associated with all activities.
• Monitor and improve processes, controls, and procedures.
• Liaise with internal and external stakeholders for data verification.
• Conduct quality controls for data accuracy.
• Support development and training of junior staff.

Skills

Analytical skills

Communication skills

Attention to detail

Time management

Teamwork

Tools

Excel

Power BI

Job description

Shareholder Reporting Senior Analyst (m f x) London

Analyse Reporting Quant Vollzeit mit Führungsaufgaben mit betrieblicher Altersvorsorge

At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns.

Through our behaviours of 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.

The Role:

To provide a high-quality service for M&G plc as part of the Regulatory Reporting function, that sits within Controls & Assurance, and is responsible for:

• Shareholder Reporting
• AIFMD Annex IV Reporting
• MMF Reporting
• CPO Reporting
• Position Limits
• MiFID Reporting
• EMIR Reporting
• SFTR Reporting

The Regulatory Reporting function has three teams each with a dedicated Manager. These are the Transaction Reporting Team, the Position Reporting Team and the Change Team. This role is for a Shareholder Reporting Senior Analyst and will report directly to the Position Reporting Manager, who is responsible for the Regulations highlighted above.

The Shareholder Reporting Senior Analyst will work closely with the other team members to ensure the impact of business and Regulatory change is managed effectively and internal controls and processes are adjusted accordingly.

The focus of the role will be to act as an authoriser of the BAU tasks, to act as an SME/point of contact for the Position Reporting team and to provide support to the Manager in leading the team and helping with the development of the more junior analysts. Within the role, the Shareholder Reporting Senior Analyst will also be required to take ownership of governance forums, the gathering of MI stats and meetings with external stakeholders. The applicant will also be required to carry out analysis and impact on any regulation change, look at process/system enhancements and provide project support where required.

Applicants should have strong analytical skills and a good understanding of the Position Reporting Regulations. Flexibility, good communication and a strong desire to develop knowledge and skills are also vital for this role.

Proven experience of Shareholder Reporting (Threshold/Disclosure of Interest Reporting) is a requirement for this role.

Responsibilities:

• Comply with regulatory requirements associated with all activities.
• Continually monitor and improve, where necessary, the processes, controls and procedures associated with the function.
• Liaise effectively with key internal and external stakeholders to collect and verify data, ensuring accurate and timely information is available to meet our Regulatory obligations.
• Understanding system data lineage and ensuring data used is appropriately governed and documented.
• Understanding Data Risk and the impact on the organisation.
• Running regular quality controls to ensure the completeness, and accuracy of data.
• Supporting the Position Reporting Manager and other team members to ensure all other Regulatory requirements are met.
• Maintaining a good relationship with both the Transaction Reporting team and the Change team through the use of efficient communication.
• Ownership of Governance processes and Operating group meetings.
• Managing and maintaining good relationships with external stakeholders.
• Support junior members of staff with development and training.
• Excellent analytical skills, attention to detail and problem solving.
• Good technical acumen and interpersonal skills.
• Good communication skills, both written and verbal, and able to liaise effectively with personnel at all levels.
• Proactivity, enthusiasm and a desire to learn in order to make a real difference.
• Effective time management, ability to prioritise and organisational skills to ensure deadlines are met.
• A willingness to be flexible.
• Works well both individually and within a team.
• Ability to follow tasks and projects through until completion/full delivery.
• A drive to complete tasks to a high standard.
• Quick learner.
• Strong practical experience of working with large volumes of data is required.
• A high level of literacy and numeracy, with an extensive knowledge of standard applications such as Excel, Word, PowerPoint is required.
• Knowledge of other applications supporting data analysis, such as Power BI, would be an advantage.
• Knowledge of Investment Management activities would be an advantage.
• Knowledge of the Regulations covered by the Position Reporting team.
• Knowledge of the M&G Group structure or an equivalent Group structure would be an advantage.
• Experience in interpreting regulations and changes to regulation would be an advantage.
• Experience of liaising with lawyers or legal counsel would be an advantage.