EntryFull TimeEN
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
Overall Job Purpose
The Role:
To serve as a key interface between the organization and institutional and retail clients by delivering timely, accurate, and customized reports and data packs. excellence in visual presentation, data accuracy, regulatory compliance, and client experience. Leveraging strong design capability, financial knowledge, data analytics, and reporting governance, the role drives continuous improvement and delivers strategic value across the reporting lifecycle.
Key Responsibilities:
Produce client reporting deliverables using Adobe Creative Cloud tools (InDesign, Illustrator, Photoshop) in a Mac environment, ensuring high-quality, print‑ready output aligned with brand guidelines and regulatory standards.
Extract and validate data from internal systems, ensuring integrity and resolving discrepancies.
Collaborate with internal teams to ensure timely and accurate fulfilment of client reporting requirements.
Address reporting-related queries and support client service teams with data and documentation.
Identify opportunities to automate, standardize, and enhance reporting processes and tools.
Contribute to projects aimed at improving reporting templates, governance, and operational efficiency.
Ensure compliance with regulatory requirements, client mandates, and internal risk and confidentiality protocols.
Knowledge and Skills:
Exposure to Design Tools using Adobe Creative Cloud - InDesign, Illustrator, Photoshop, etc, Microsoft Office, to be able to create Print ready artwork
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.
Proficient in Excel and MS Office Suite, with working knowledge of reporting or BI tools being a plus.
Effective time management with the ability to prioritize and meet multiple deadlines.
Proactive problem-solver with the ability to identify and resolve data or process issues.
Adaptable and collaborative, with strong interpersonal skills to work across global teams.
Clear and concise communicator, accountable for quality, compliance, and continuous learning.
Experience:
0–2 years of experience in financial services or a professional services environment 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’s / Master’s degree in Finance, Commerce, Business Administration, or a related discipline, with demonstrable exposure or training in design tools.
Key Stakeholder Management
Team
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.
