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M&G

Assistant Vice President - Client Reporting

Reposted 10 Days Ago
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In-Office
Mumbai, Maharashtra
Senior level
In-Office
Mumbai, Maharashtra
Senior level
Lead the strategic evolution of client reporting by aligning it with business objectives and regulatory changes, ensuring audit readiness and risk mitigation while driving transformation and modernizing capabilities.
The summary above was generated by AI

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: Assistant Vice President – Client Reporting

Function: Investment Operations

Sub Function: Investment Reporting Services

Location: Mumbai

Shift: UK Hours

Job Purpose:

To lead the strategic evolution of the client reporting function by aligning reporting capabilities with global business objectives, regulatory change, and client expectations. This role drives transformation, builds future-state operating models, and ensures reporting is a source of insight, value, and competitive advantage.

Key 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, Eagle, Aladdin).

  • 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

Experience & Qualifications

  • 10–14 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.

  • Bachelor’s or Master’s degree in Finance, Business, or related fields.

  • Certifications like CFA, FRM, or IOC preferred.

Key Stakeholder Management

  • Distributions Teams

  • Change & Technology teams

  • Investment Teams

  • Leadership & Committees

  • Project Sponsor & teams

  • Business Transformation Teams

  • TPAs

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.

Top Skills

Aladdin
Bloomberg
Eagle
Excel
Factset
Power BI
Python
Tableau
VBA

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