Associate Investment Specialist

M&G plc.
London, United Kingdom
02 May 2022
16 May 2022
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 and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.

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.

The Role:
We are looking for an Associate Investment Specialist to work in the Equities business. The role will have a specific focus on the UK team which manages £9 billion* across a range of strategies for wholesale, institutional and charity clients (*31 March 2022). The successful candidate will report into Kotaro Miyata, Investment Director, who works in the Global Equity team.

Investment specialists are embedded in the investment teams and work with the fund managers to articulate investment messages to internal and external clients. The role is designed to facilitate the growth of the business, in addition to the retention of existing assets under management.

The Associate Investment Specialist will be responsible for the delivery of high-quality written content, as well as overseeing the production of presentation materials. Over time, it is anticipated that competence in these tasks will lead to the successful candidate taking on client-facing responsibilities, although this will be dependent on the individual's investment knowledge and presentation skills.

Genuine interest in equities is a must, but previous experience in UK equities is not a prerequisite.

Key Responsibilities for this role:
  • To develop an in-depth working knowledge of financial markets and companies, with a focus on stocks held by the UK strategies.
  • 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 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:
  • Knowledge of, or keen interest in, financial markets. IMC preferable, CFA over time.
  • A background in equities with 2+ years of experience in Asset Management
  • Numerical and analytical skills - ability to respond to client demands.
  • 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.
  • Attention to detail - precision and rigour in the execution of tasks.
  • Strong work ethic - an individual driven by results and achievements.
  • Working knowledge of PowerPoint, Excel and Word.
  • 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.
  • 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 UK equity team and the investment specialists team.

Key Work Level Accountabilities: Experienced Colleague:
  • Accountable for providing a quality service or product to customers and stakeholders, using skills/experience built through significant practical experience or training
  • Works within established frameworks and procedures, with the freedom to interpret them to solve a range of problems
  • Delivers outputs that are clearly defined, using discretion over how to achieve them
  • Makes suggestions for improvements to the work of the team, based on previous experience and knowledge of similar situations

Work Level: Experienced Colleague
Recruiter Name: Suzie Threlfall
Closing Date: 20th May 2022

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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