Client Data Specialist

London  ‐ Onsite
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Description

M&G Investments

M&G Investments is Prudential plc's UK based fund management business and is one of Europe's leading active asset managers with more than £269.7 billion* of funds under management across Fixed Income, equity, property and multi-asset strategies.

-*as at June 2015

M&G is an equal opportunities employer and welcomes applications from a diverse background.

Purpose of the role

To ensure that the required investment data used for client reports is sourced, validated and delivered to meet business's requirements via the provision of reporting templates and sales team interaction.

To ensure that the context and content of M&G's fund data is understood, by engaging with investment teams, then ensuring that the data is correctly presented to clients via a variety of mediums.

Key Responsibilities

This will include the timely production and delivery of accurate and complete information:-

  • Understanding of the investment data being used for client reporting.
  • Ability to use data in client reports to deliver investment message to clients.
  • Aid in the distribution of all retail fund data and documentation to 3rd party platforms.
  • On the ground' service provider and problem solver for day to day data issues experienced by internal clients.
  • Continual investigation and evaluation of options for improved client data reporting
  • Production and distribution of data reports (in desired formats) to internal and external customers.
  • Delivering to and monitoring of M&G retail fund data on 3rd party platforms.
  • Ensures that appropriate levels of data quality assurance/validation are performed (pre distribution)
  • Ensure that the understanding of how M&G's fund data is generated and distributed remains up to date.
  • Investigation any remedial actions to ensure accuracy of data presented by external vendors.
  • Working closely with internal teams of Investment Marketing and Retail Sales to ensure accurate client reporting distribution across all channels.

Requirements and Experience

This role is ideally suited to someone who can demonstrate:

  • Good knowledge and understanding Asset Management investment objectives and instruments
  • Knowledge of M&G's business environment, products and operations
  • Experience of analysing, investigating and resolving client driven data issues.
  • Ability to develop and maintain effective working relationships both internally and externally to the company
  • Strong written and verbal communication skills.
  • Client reporting experience in the Financial Services Industry.
  • A motivated candidate with a keen interest in the investment world
  • Good analytical skills
  • Good attention to detail
  • Analytical and proactive approach to identifying and resolving issues as well as identifying developing opportunities
  • Advanced Excel skills essential.
  • Experience within an Asset Management data team or client reporting team beneficial.
Start date
n.a
Duration
12 months
From
Resource Solutions - GSC
Published at
02.12.2015
Project ID:
1030579
Contract type
Freelance
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