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:
Senior Analyst - Client Reporting
Function:
Investment Operations
Sub Function:
Investment Reporting Services
Location:
Mumbai
Shift:
UK hours
Overall Job Purpose
The Senior Analyst - Client Reporting is responsible for the end-to-end production and delivery of accurate, timely, and customized investment reports for institutional and retail clients across global markets. Acting as a key interface between the organization and its clients, the role ensures transparency, regulatory compliance, and service excellence. By leveraging financial expertise, data analytics, automation, and strong governance, the role contributes to continuous improvement and delivers strategic value across the reporting lifecycle.
Key Responsibilities:
Own and execute the preparation, review, and delivery of periodic and ad‑hoc client reports using Adobe Creative Cloud tools (InDesign, Illustrator, Photoshop) and Microsoft Tools in a Mac environment, ensuring high‑quality, print‑ready output aligned with brand standards and regulatory requirements.
Lead reporting delivery for high‑value and strategic clients, coordinating closely with Client Service and Relationship Management teams.
Provide periodic data to clients, ensuring alignment with SLAs and regulatory standards.
Extract, validate, and consolidate data from portfolio, accounting, and market systems, resolving discrepancies as needed.
Exposure to data analysis, reporting tools, and portfolio/accounting platforms (e.g., Aladdin, Bloomberg, FactSet) is an advantage.
Act as a contact for internal stakeholders, addressing reporting inquiries.
Collaborate with cross-functional teams including Compliance, Performance, and Technology to ensure seamless reporting delivery.
Drive process improvements through automation, standardization, and participation in reporting-related projects.
Ensure adherence to regulatory requirements, internal controls, and maintain documentation of reporting procedures and client preferences.
Knowledge & Skills:
Strong hands‑on expertise with Adobe Creative Cloud (InDesign, Illustrator, Photoshop),
with advanced capability to deliver print‑ready, client‑facing reporting materials.
Understanding of layout and typographical skills with an ability to create visual templates
Understanding of financial products including equities, fixed income, and multi-asset strategies is a plus.
Exposure to data analysis, reporting tools, and portfolio/accounting systems (e.g., Aladdin, BB) is a plus
Strong leadership, ownership, and problem-solving abilities in managing reporting deliverables.
Excellent attention to detail, time management, and ability to meet tight deadlines.
Effective communicator with strong collaboration skills across global and cross-functional teams.
Adaptable and client-focused, with a continuous improvement mindset and eagerness to learn new tools and methodologies.
Experience:
2-5 years of experience in client reporting, investment reporting, or similar roles within the asset management or financial services industry with prior exposure to
design or visual production tools
Educational Qualification:
Bachelor’s Degree / Diploma / Certification in Design, Visual Communication, or Graphic Design,
OR
Bachelor/ Master's degree in Finance, Commerce, Business Administration, or related fields.
Certifications related to Projects/ Business Analysis/ VB or offered by CISI are an advantage
Key Stakeholder Management
Distributions Teams
Change & Technology teams
Investment Teams
Leadership & Committees
Business Transformation Teams
M&G Behaviours relevant to all roles:
Tell it like it is:
Respectfully speaking up to create better ways forward – both direct and empathetic
Own it now:
Putting your name on things with confidence to drive progress and results quickly
Move it Forward Together:
Forming cross-functional teams to seize the right opportunities and solve real problems.
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.
