Associate Investment Specialist

M&G plc.
London, United Kingdom
May 08, 2021
May 13, 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
At M&G our vision is: to become the best loved and most successful savings and investment business and we're looking for people who are excited about joining us on our journey. We're digitally transforming and investing heavily in technology and innovation to develop new and improved customer propositions that really raise the bar for our customers. To help us achieve our vision we're looking for exceptional people who live our values and behaviours and who can inspire others; embrace change; deliver results and keep it simple.

We know that an inclusive environment makes us more accessible and ensures we attract, engage, promote and retain exceptional people. We welcome applications from all individuals regardless of age, gender/gender identity, sexual orientation, ethnicity/nationality, disability, or military service and welcome those who have taken career breaks. We will consider flexible working arrangements or home working arrangements for any of our roles.

What you can expect from us:
We are committed to creating an environment where you can be exceptional at all you do. To help us deliver this, we promise to:
  • Challenge Your Limits by creating a stimulating working environment and providing opportunities for you to be involved in meaningful and challenging work
  • Support Your Aspirations with a commitment to learning and development that helps you achieve and build your experience with people who want you to succeed
  • Value Your Input whereby leaders and managers will involve you in key decisions, listen to your thoughts and recognise the important contribution you make
  • Balance Your Life through a work life partnership that focuses on making this an inclusive, diverse and friendly place to work and offers the flexibility and support that enables everyone to be at their best

How do we support our employees:
All M&G plc employees will be supported in the workplace through our M&G Employee Assistance Programme (EAP). If you need counselling, confidential financial or legal advice. The service is available 24 hours a day, 365 days a year and offers access to qualified professionals who can provide specialist information, advice and support on many issues. It offers a broad range of services, including help with family issues, maintaining work/life balance and mental health support.

Associate Investment Specialist

The M&G Institutional Public Debt team manages c.£48bn of external 3rd party assets for institutional clients; primarily pension schemes, but increasingly from large wholesale discretionary managers, as well as insurance companies, fiduciary managers, family offices, charities and sovereign wealth funds. The primary focus of the Investment Specialist team is working with the portfolio managers to articulate the investment process and strategy to clients and their advisers, and to facilitate the growth of the business through evolution of products and direct support of the sales process. The Investment Specialist role continues to evolve as the business has grown, and we are now seeking to add a further member to the team.

Key Responsibilities:
  • To work with the fund managers, sales and distribution and business support teams to coordinate materials for investment reviews and new business pitches
  • To prepare investment content to be presented to clients and advisers at review meetings
  • To identify and analyse relevant market and portfolio data for inclusion in presentations and marketing materials
  • To work with the senior investment specialists and fund managers to help create new/improved materials to better articulate investment strategy
  • To act as an investment team point of contact, providing data and fund analysis in response to client and consultant queries on an ad-hoc basis
  • To work with the investment writers and Global RFP team to assist with the articulation of investment strategies and RFP responses, to source critical data and review investment content.

Skills & Knowledge Essential:

  • A good communicator, ideally with some experience of working with institutional clients and consultants
  • Knowledge of or keen interest in financial markets, in particular fixed income, would be ideal
  • CFA candidate or Charterholder, or a relevant Economics/Finance degree would be desirable
  • Powerpoint, Excel and Word to an advanced proficiency
  • Proven organisational and time management skills - able to manage a wide range of tasks and shifting priorities/deadlines
  • Ideally some analytical background and/or knowledge of statistics and data would be desirable
  • Strong interpersonal skills - a team player, able to build good relationships with investment specialists, Client Directors, Fund Managers, and the key contacts in the distribution and business support channels
  • Proactive nature, articulate, intellectual curiosity and a willingness to learn - above all a self-starter

We live by four behaviours at M&G and we ask all our employees to:
  • Inspire Others - Support and encourage each other, creating an environment where everyone can contribute and succeed
  • Embrace Change - Be open to change, willing to be challenged and able to adapt quickly and imaginatively to new ideas
  • Deliver Results - Focus on outcomes, set high standards and deliver with energy and determination
  • Keep it Simple - Cut through complexity and bureaucracy, be clear and decisive and never overcomplicate things

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