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Senior Manager - IO - Investment Reporting Services

M&G

M&G

Mumbai, Maharashtra, India
Posted on May 28, 2025

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 plc group of companies, operating as a Global Capability Centre providing a range of value adding services to the Group since 2003. 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.

M&G Global Services has rapidly transformed itself into a powerhouse of capability that is playing an important role in M&G plc’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.

Key Responsibilities/ Accountabilities:

  • Manage team to build expertise and capability that can play a role globally.
  • Drive continuous improvement and constantly reinforce the value proposition of India teams within the company through innovation and execution. Execute to meet global targets for annual improvements and drive efforts to achieve these targets (Eg: Lean, Automation, Analytics, etc.)
  • Oversee work migration from vendors and onsite BU’s into the M&G India Client reporting COE organization.
  • Provide direction to operations and support teams to manage retention & development of top performers
  • Build an inclusive and transparent culture that drives high employee engagement at all levels
  • Strong business acumen, demonstrated commercial sense and understanding of business drivers
  • Demonstrated experience in levels of business resilience and ability to deal with ambiguity thereby working to bring more certainty
  • Oversee the production of regular client reports, ensuring accuracy and adherence to guidelines.
  • Design reports that effectively present performance data, investment strategies, risk assessments, and market commentary.
  • Ensure the integrity and accuracy of data used in reporting by implementing quality control processes.
  • Collaborate with data teams to streamline data collection, processing, and reporting.
  • Provide training and development opportunities to enhance team skills and knowledge in client reporting.
  • Serve as a primary point of contact for client inquiries related to reporting and performance analysis.
  • Conduct regular meetings with clients to review reports, address concerns, and seek feedback.
  • Implement internal procedures to maintain compliance and address any regulatory changes.
  • Work in partnership with client service and sales teams to provide insights on reporting needs and enhance client satisfaction.
  • Evaluate and implement reporting tools and technologies to improve TOM efficiency and accuracy.
  • Participate in strategic planning sessions to align client reporting with the organization’s overall goals and objectives.
  • Continuously seek ways to improve the reporting process and enhance the client experience.
  • Engage with senior management and stakeholders to report on client reporting initiatives and outcomes.
  • Prepare presentations and materials for board meetings or other high-level discussions regarding client reporting.
  • Lead, coach and mentor operational personnel while developing a strong talent pipeline and leadership bench for critical resources/roles
  • Foster a continuous improvement and innovation culture along with always pushing the status quo
  • Strong Performance drive and engaged employee culture that is focused on high quality talent acquisition, employee training and development, career progression, and executing on goals & objectives while always exhibiting the company values

Knowledge & Skills (Must Have) :

  • Strong understanding of instruments across the suite of asset classes M&G in which invest
  • (fixed income, securitised debt, public equity, ETD & OTC derivatives, leveraged loans, private debt, private
  • equity)
  • Knowledge of data required to support an investment book of record (i.e. securities, issuers, position,
  • transaction, fund, benchmark, counterparty).
  • Extensive knowledge of common data requirements across regulations.
  • Proactive self-starter, with the ability to identify problems and follow them through to resolution.
  • Pride in working to high standards in a dynamic environment.
  • Strong interpersonal skills, with the ability to record and communicate clearly and effectively
  • Understanding of the investment management industry and the products that are offered.
  • Appreciation and experience of the requirements of an operational control environment.
  • Excellent attention to detail, and ability to work efficiently to set deadlines.
  • Ability to generate and maintain positive relationships within the team and across the business.
  • Experience working with external suppliers and data vendors.

Managerial Expertise:

  • Will be managing a team of 15+ employees which a mix of Managers or Investments Analyst
  • Oversee the production of regular client reports, ensuring accuracy and adherence to guidelines
  • People Management and conflict management will be key essential part of the role
  • Stakeholder Management
  • Strong drive and delivery, committed to achieving results and delivering on time
  • Strong analytical thinking and a critical evaluator of information/issues
  • End to end ownership of the processes and issue resolution

Experience:

  • Experience / Knowledge / Skills required Desired candidate must have minimum of 10+ years of working experience in Investment Reporting Services across Asset Management specialised in Institutional and Wholesale reporting
  • Excellent level of accuracy and attention to detail.
  • Minimum of 12+ years’ experience within Investment Operations
  • Working Knowledge of Aladdin


Educational Qualification:

  • Degree level in Finance/ Mathematics/ Economics
  • Relevant IOC or Investment Management qualification / Certification would be desirable.
  • Technical certifications like Python, PowerBi , SQL and VB

Key Stakeholder Management

Internal

  • HOD
  • Risk & Compliance Functions
  • Performance Attribution
  • Investment Data Team

External

  • UK Process Managers
  • Client Directors
  • Client Service Ops

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.