Investment Director - Senior Investment Specialist

M&G plc.
London, United Kingdom
09 Dec 2022
23 Dec 2022
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 experienced Investment Specialist to work as an Investment Director in the Equities business in London. The role has arisen because of the strong client interest in the Global Listed Infrastructure and the Global Themes strategies managed by Alex Araujo in the Global Equities team. The successful candidate will report into Ana Cuddeford, Investment Director, Head of Wholesale Investment Specialists
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 creative, efficient and highly commercial professional to contribute to and influence high profile products, gain exposure to global and ESG practice and join a collaborative, growing and experienced team.

Key Responsibilities for this role:
The successful candidate will be responsible for all aspects of the investment specialist role for the Global Listed Infrastructure and Global Themes strategies, working closely with fund manager Alex Araujo. Detailed knowledge of the investment philosophy and process is a prerequisite, as well as a strong understanding of the companies in which the funds are invested. As an integral member of the investment team, clients expect in-depth knowledge of stocks and financial markets, and a close affinity with the role of risk management and ESG in the investment process. Investment specialists also act as a bridge between the investment and sales teams. Commercial awareness is a necessity, together with a firm grasp of the pressures in the fund management industry.
There are three parts to the Investment Specialist role in the income team:
Messaging of investment content
  • To create clear, succinct messages tailored for the audience.
  • To deliver high-quality written content in the form of regular fund reports (covering drivers of performance, portfolio activity and fund positioning) and ad-hoc marketing materials (to support promotional campaigns), as well as timely responses to client queries, RFPs and press requests.
  • To oversee the production of presentation materials for client meetings and marketing events.
  • To generate ideas and create new content which can be distributed across different channels to enhance the investment story.

Client facing activity
  • To represent the investment team in client meetings: introductory or update meetings in one-to-ones or main platform events.
  • To work with the sales teams to develop long-term client relationships and maximise the commercial opportunity on a global scale.
  • To provide feedback for internal teams on client interest for new product ideas.

Commercial planning
  • To create a marketing plan (based on the marketing capacity provided by fund managers and investment specialists) which is sustainable over the long term by balancing the need for client service with the desire to pursue new business opportunities.
  • To manage the fund managers' marketing time by approving client meeting requests and monitoring marketing hours.
  • To set marketing budgets for fund managers in most demand, incorporating priorities and preferences highlighted by the business.
  • To develop new sources of revenue by launching new products or extending existing investment capability to deliver on the business aim of multiplying client solutions.

Key Knowledge, Skills & Experience:
  • Experience in financial markets (at least 10 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 -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 professional who can work autonomously.
  • Team player - ability to make a positive contribution to the vision of the income team and the Investment Specialists team.
  • Entrepreneurial attitude with ambition, drive and resilience.
  • Language skills are highly desirable, especially German.

Key Work Level Accountabilities - Manager or Expert
  • For people managers, accountable for managing and motivating others to ensure quality of delivery to customers and stakeholders
  • For technical specialists, accountable for delivering expert advice or service, using specialist knowledge and subject matter expertise
  • Applies judgement to deliver outcomes, evaluating a range of potential solutions, considering the impact for customers, cost and risk
  • Manages conflicts that may impact delivery
  • Challenges upwards given knowledge of delivery and awareness of complex systems and the broader picture
  • Identifies and anticipates need for changes to continuously improve quality and efficiency of output
  • Manages resources and risks using expert judgment, know-how and experience

Work Level: Manager / Expert
Recruiter Name: Suzie Threlfall
Closing Date: 19th August 2022

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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