Analyst - Client Reporting

6 days ago


Mumbai, Maharashtra, India M&G plc Full time ₹ 12,00,000 - ₹ 24,00,000 per year

We are M&G Global Services Private Limited (formerly known as 10FA India Private Limited, and prior to that Prudential Global Services Private Limited). We are a fully owned subsidiary of the M&G group of companies, operating as a Global Capability Centre providing a range of value adding services to the Group since 2003.

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.

M&G Global Services has rapidly transformed itself into a powerhouse of capability that is playing an important role in M&G's ambition to be the best loved and most successful savings and investments company in the world.

Our diversified service offerings extending from Digital Services (Digital Engineering, AI, Advanced Analytics, RPA, and BI & Insights), Business Transformation, Management Consulting & Strategy, Finance, Actuarial, Quants, Research, Information Technology, Customer Service, Risk & Compliance and Audit provide our people with exciting career growth opportunities. 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.

Job Title: Analyst - Client Reporting

Function: Investment Operations

Sub Function: Investment Reporting Services

Location: Mumbai

Shift: UK hours

Client Reporting Production:

• Prepare, review, and deliver periodic (daily, weekly, monthly, quarterly, annual) client reports, factsheets, and ad-hoc data requests.

• Maintain accuracy and consistency across all reporting deliverables.
Data Management:

• Extract, validate, and analyse data from portfolio accounting systems, market data sources, and internal databases.

• Ensure data integrity and resolve discrepancies through proactive coordination.
Stakeholder Collaboration:

• Liaise with internal teams including Portfolio Management, Performance Measurement, Compliance, and Sales Support to ensure timely delivery of client requirements.

• Support client service teams to address reporting-related queries and requests.
Process Improvement:

• Support in identify opportunities for automation, standardization, and process efficiency improvements within the reporting function.

• Contribute to ongoing projects focused on enhancing reporting tools, templates, and governance.
Compliance & Risk Management:

• Ensure all reporting is delivered in accordance with regulatory requirements, client mandates, and internal controls.

• Adhere to data confidentiality policies and risk protocols.

· Contribute to ongoing projects focused on enhancing reporting tools, templates, and governance.

Compliance & Risk Management:

· Ensure all reporting is delivered in accordance with regulatory requirements, client mandates, and internal controls.

· Adhere to data confidentiality policies and risk protocols.

We have a diverse workforce and an inclusive culture at M&G Global Services, 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.


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