AVP - Client Reporting

M&G Global Services; Mumbai; On-site; INR 4,000,000 - 8,000,000; Full time

Job summary

M&G Global Services is seeking a senior leader for its asset management reporting function. The role focuses on defining and driving the strategic roadmap for client reporting, including automation and transformation initiatives across global teams.

You will own the control framework, ensure audit readiness, and partner with senior stakeholders to deliver scalable reporting solutions. Strong governance, analytics, and industry insight are essential to success.

Qualifications

• Senior leadership in asset management or investment reporting.
• Experience transforming reporting platforms and automating processes.
• Strong governance, risk, and regulatory change management.

Responsibilities

• Define and execute the strategic roadmap for client reporting.
• Lead global initiatives to standardize and modernize reporting.
• Build and lead a high-performing leadership bench.
• Own the control framework and ensure audit readiness.
• Partner with senior stakeholders to co-create reporting solutions.
• Use analytics and MIS to drive insights and decisions.
• Represent the reporting function in cross-functional programs.
• Evolve the reporting model with industry trends and client needs.
• Champion innovation, accountability, and excellence.

Skills

Investment reporting

Leadership in reporting transformation

Strategic thinking

Stakeholder management

Communication & decision-making

Education

Bachelor's or Master's in Finance/Business

CFA/FRM preferred

Tools

Excel

Power BI

Tableau

VBA

Python

Bloomberg

FactSet

Job description

Role & responsibilities

• Define and execute the strategic roadmap for client reporting, including digital transformation and automation.
• Lead global initiatives to standardize, scale, and modernize reporting capabilities.
• Build and lead a high-performing leadership bench and talent pipeline.
• Own the control framework and ensure audit readiness, risk mitigation, and regulatory compliance.
• Partner with senior stakeholders across functions to co-create reporting solutions and influence enterprise strategy.
• Use analytics and MIS to drive insights, performance tracking, and decision-making.
• Represent the reporting function in cross-functional forums, transformation programs, and client onboarding discussions.
• Continuously assess industry trends and client needs to evolve the reporting model.
• Champion a culture of innovation, accountability, and excellence across the reporting organization.

Knowledge & Skills

• Deep expertise in investment products, reporting platforms, and data ecosystems.
• Proven leadership in reporting transformation, automation, and regulatory change management.
• Strong command of reporting tools (Excel, Power BI, Tableau), scripting (VBA, Python), and data platforms (Bloomberg, FactSet,)
• Strategic thinking with the ability to translate vision into scalable execution.
• Strong stakeholder management and influencing skills across global teams.
• Experience in building and leading diverse, high-performing teams.
• Excellent communication, decision-making, and problem-solving capabilities.
• High integrity, accountability, and commitment to governance and compliance

Preferred candidate profile

• 10+years of progressive experience in asset management or investment reporting.
• At least 5-7 years in leadership roles within client reporting.
• Demonstrated success in leading reporting teams and transformation programs.
• Experience in managing regulatory reporting, client onboarding, and enterprise-level initiatives.
• Bachelors or Master's degree in Finance, Business, or related fields.
• Certifications like CFA, FRM, or IOC preferred.