Assistant Vice President – Client Reporting

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

Reports: Vice President - Institutional Reporting Services

Location: Mumbai (Powai)

Shift: UK hours

Overall 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.

Accountabilities / Responsibilities:

The Assistant Vice President – Client Reporting is responsible for leading the delivery of high-quality, timely, and accurate client reports across portfolios. This role ensures operational excellence, regulatory compliance, and client satisfaction by overseeing reporting processes, driving automation and continuous improvement, and maintaining a strong control environment. Working along with the regional counterparts, acts as a key liaison between internal stakeholders and clients, the AVP plays a strategic role in enhancing reporting capabilities, fostering team development, and aligning reporting solutions with evolving business and regulatory needs.

Leadership & Strategic Delivery

• Lead the end-to-end delivery of client reporting across institutional portfolios, ensuring accuracy, timeliness, and adherence to SLAs and client-specific requirements.

• Oversee daily operations including report production, validation, and distribution, ensuring alignment with contractual obligations and internal quality standards.

• Function as the senior escalation point for reporting issues, managing resolution and communication with internal stakeholders and clients.

• Align reporting strategy with global business objectives and regulatory developments.

• Lead or contribute to strategic global projects related to regulatory reporting changes, new product launches, and digital reporting transformation

People Leadership & Talent Development

• Manage and mentor a team of People Managers, SMEs, and Analysts, fostering a culture of accountability, precision, and client focus.

• Drive career development, training plans, and succession planning to build a resilient and skilled reporting team.

• Promote collaboration and knowledge sharing across reporting teams and adjacent functions.

• Lead talent reviews, performance assessments, and take appropriate actions thereon

Automation, Innovation & Continuous Improvement

• Drive automation initiatives to streamline report generation, reduce manual effort, and improve data consistency across reporting cycles.

• Implement continuous improvement programs focused on enhancing report quality, turnaround time, and operational resilience.

• Standardize reporting templates, processes, and controls to support scalability and reduce operational risk.

MIS, Analytics & Client Insights

• Collaborate with MIS and Data teams to design reporting metrics and dashboards that provide visibility into volumes, SLA performance, and exception trends.

• Use data analytics to identify recurring issues, client behavior patterns, and opportunities for service enhancement.

• Support client and internal requests for customized reporting insights, ensuring responsiveness and analytical rigor.

Risk Management & Control Governance

• Own the control framework across the reporting lifecycle, ensuring compliance with internal risk policies, audit standards, and regulatory requirements.

• Serve as the escalation point for unresolved data discrepancies, especially those with client impact or systemic risk. Lead cross-functional resolution efforts.

• Lead control testing, exception handling, and audit readiness across reporting processes.

• Drive remediation efforts for audit findings and ensure timely closure of control gaps.

• Maintain and periodically review Business Continuity Plans (BCP) for reporting functions.

Stakeholder Engagement & Strategic Alignment

• Partner with Client Services, Portfolio Management, Compliance, and Technology teams to ensure reporting solutions meet evolving client and regulatory needs.

• Represent the Client Reporting function in cross-functional forums, transformation initiatives, and client onboarding discussions.

• Translate client feedback into actionable improvements in reporting formats, delivery mechanisms, and service levels."

Summarised 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

• Investment Product Knowledge: Deep understanding of equities, fixed income, alternatives, and multi-asset strategies.

• Reporting Tools & Platforms: Proficiency in MS Excel (advanced functions, pivot tables, macros), and familiarity with BI tools such as Power BI, Tableau, or QlikView.

• Data Management Systems: Experience with platforms like Bloomberg, FactSet, SimCorp, Eagle, or similar financial data systems.

• Process Automation: Exposure to automation tools and scripting (e.g., VBA, Python, Alteryx) for streamlining reporting workflows.

• Project Management: Strong command of project planning, execution, and monitoring using tools like MS Project, JIRA, or Asana.

• Quality & Risk Controls: Knowledge of internal control frameworks, audit requirements, and regulatory compliance standards.

• Metrics & Dashboards: Ability to define, track, and analyse KPIs/KRIs; experience in building and interpreting performance dashboards.

• Leadership & People Development: Proven ability to lead diverse teams, mentor talent, and foster a culture of accountability and growth.

• Strategic Thinking: Ability to align operational goals with broader business objectives and drive long-term improvements.

• Stakeholder Management: Strong interpersonal skills to engage with internal and external stakeholders across geographies and functions.

• Communication: Excellent verbal and written communication skills, with the ability to present complex information clearly and persuasively.

• Problem Solving & Decision Making: Analytical mindset with a structured approach to identifying root causes and implementing effective solutions.

• Adaptability: Comfortable working in a dynamic, fast-paced environment with evolving priorities and technologies.

• Collaboration: Strong team player with a proactive approach to cross-functional coordination and knowledge sharing.

• Integrity & Accountability: High ethical standards and ownership of deliverables, with a commitment to quality 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.

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.