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Investment Specialist

M&G plc.
London, United Kingdom
Closing date
Jun 1, 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:

We are looking for an Investment Specialist to work in the Equities business in London. The role will have a specific focus on the global equity team which manages £20 billion* across a range of global and regional strategies for wholesale and institutional clients (*as of 31 December 2022). The successful candidate will report into Kotaro Miyata, Investment Director, who works on the global equity team covering the Global Dividend, North American Dividend, Global Listed Infrastructure and Global Themes strategies.
Investment Specialists are embedded in the investment teams and work with the fund managers to articulate investment messages to internal audiences (sales and marketing teams) and external clients. The role is designed to facilitate long-term growth in the business by providing investment input into distribution activities, as well as supporting the client service required to retain existing assets under management.
This is an excellent opportunity for a highly motivated professional to make a valuable contribution to the commercial development of high-profile strategies as an integral member of a collaborative, experienced and growing team.

Key Responsibilities for this role:
  • To develop an in-depth working knowledge of financial markets and companies, with a focus on the stocks held by the income, thematic and value strategies managed by the global equity team.
  • To have a firm understanding of the investment philosophy and process of the individual strategies, as well as the drivers of performance, fund positioning and portfolio activity.
  • By applying the above, to deliver high-quality written content including regular fund reports, ad-hoc marketing materials, client queries, responses to RFPs and press requests.
  • To oversee the production of presentation materials for client meetings.
  • To deliver on deadlines and manage expectations.
  • To generate ideas and create new content.
  • To be an integral member of the global equity team.
  • To establish strong relationships with stakeholders - from investment teams and sales teams to investment marketing, marketing and press.
  • To build credibility with fund managers and sales teams.

Key Knowledge, Skills & Experience:
  • Experience in financial markets (about 5 years), preferably in the fund management industry in an investment or specialist role. CFA preferable.
  • Knowledge and passion for investing, as well as a grasp of the challenges of investing.
  • Commercial awareness - an understanding of industry dynamics, as well as familiarity with the wholesale and institutional client base.
  • Written and verbal communication skills - ability to explain complex investment themes in simple language to a range of audiences.
  • Messaging skills - ability to focus on key issues without elaborating on superfluous detail.
  • Numerical and analytical skills - ability to deliver on the detail demanded by clients.
  • Attention to detail - precision and rigour in the execution of tasks.
  • Strong work ethic - an individual driven by results and achievements.
  • Organisational skills - ability to manage a wide range of tasks and shifting priorities.
  • Time management skills - ability to meet deadlines.
  • Interpersonal skills - ability to build strong relationships with stakeholders, manage expectations and provide solutions in situations of conflict.
  • Proactive nature - ability to foresee future requirements and act accordingly.
  • Self-starter - a dynamic individual who can work independently.
  • Team player - ability to make a positive contribution to the vision of the global equity team and the investment specialists' team.
  • Language skills are highly desirable (Italian, Spanish, German).

Recruiter Name: Suzie Threlfall
Closing Date: 31st May 2023

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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