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Portfolio Analyst

M&G plc.
London, United Kingdom
Closing date
Feb 12, 2023

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities . To help us achieve our vision we're looking for exceptional people who live our values of care and integrity and who can inspire others; embrace change; deliver results and keep it simple.

We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.

The Role: Portfolio Analyst - M&G Wealth Investments

M&G Wealth Investments was set up in 2022, to offer model portfolio services to UK financial advisers and retail customers. The team manages the M&G Wealth MPS range. We are seeking to grow rapidly and looking for a Portfolio Analyst to join our team.

The Portfolio Analyst will support the investment management, marketing and operational aspects of M&G Wealth Investments. The team works closely with M&G's Treasury & Investment Office to construct portfolios and manage them on an ongoing basis. The role will report into the Chief Investment Officer of M&G Wealth.

Key Responsibilities for this role:
  • Assisting portfolio managers with the day to day management of model portfolios, with the goal of achieving client objectives while adhering to internal constraints/guidelines/governance and relevant regulations.
  • Research and monitoring of passive and active funds
  • Produce portfolio and business reporting covering performance and positioning for investment committees, third parties, and other forums
  • Assist in the periodic rebalancing process for the model portfolios, such as documenting the rationale for changes and updating portfolio holdings in IT systems
  • Perform ad hoc research to assist the portfolio managers and CIO
  • Create content for the M&G Wealth MPS website, such as written market commentary and overviews of investment views
  • Assist in project related work, including the creation of new portfolio ranges and internal business development projects
  • Assist in client support activities, such as creating client reports and marketing materials
  • To work collaboratively with colleagues and take personal accountability to maintain and enhance controls you are responsible for to support improvement of the overall control environment, customers outcomes and a reduction in M&G's operational risk.

Key Knowledge, Skills & Experience:
  • Experience in Financial Services
  • Knowledge & experience of the investment management process
  • Strong writing skills and the ability explain investment views clearly and concisely
  • Strong analytical skills and interest in financial markets
  • Ability to work within a team and collaborate with others
  • The following would be an advantage, but are not required: knowledge of operational processes for model portfolio services, fund research experience, a professional qualification, such as IMC

We have a diverse workforce and an inclusive culture at M&G plc, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality or disability 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.

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