Investment Analyst

M&G plc.
London, United Kingdom
18 Jan 2023
26 Jan 2023
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:
M&G Real Estate is the property investment arm of M&G Plc. We are one of the world's largest property investors with over £34bn of assets across all the major sectors in the UK, Europe and Asia. Drawing on more than 150 years of investment experience, we actively manage our assets to maximise returns and generate a strong income stream for investors. M&G Real Estate sits in the Private and Alternative Assets Team and forms a central part of the growth plans for this area of the business.

In this role, you will be expected to provide investment analysis in support of buying, selling and holding large complex real estate assets for our internal and external capital pools working as a key member of the Deal Team to deploy capital across the UK.

You will also work closely with the Capital Solutions team in appraising the delivery of Joint Venture opportunities between internal and external capital and the acquisition of assets for third party segregated mandates across the UK and Continental Europe.

You'll also be responsible for sourcing and presenting investment propositions to internal and external clients to assist with the growth of funds under management.

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
  • For team leaders, accountable for ensuring the team the role supports is delivering a quality service or product
  • 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

Key Responsibilities for this role:
  • 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.
  • Supporting investment professionals in the appraisal of real estate and to creatively seek out both conventional and innovative new investment opportunities.
  • Prepare cashflows to use for the initial acquisition Investment Paper and future analysis during the asset hold period.
  • Critically review externally provided cashflows and extract the relevant information to populate our own appraisal models.
  • Assist in the preparation of Investment Papers and be part of the Deal Team presenting the analysis to the investment committees.
  • Take an active role in client-facing meetings where applicable
  • Interact with the Property Research Team to ensure consistency in the use of forward-looking assumptions and forecasts
  • Develop and maintain business and market contacts, leveraging relationships to support the deployment of capital.
  • Support the 'Deal Owner' on major complex transactions, working with the relevant sector team specialists, Transaction Managers and other stakeholders.
  • Attend 'Take on Meetings' with the 'Deal Owner' and ensure financial modelling reflects findings through the due diligence process.
  • Share relevant research material received from the property market with PRT and where appropriate extend invitations to presentations and seminars to PRT colleagues.
  • Sharing market information within M&G Real Estate to ensure all Client Funds benefit.
  • To understand and demonstrate positive behaviours in line with our Attributes and Expectations.
  • To understand the Health and Safety responsibilities appropriate for your role and ensure that they are undertaken in accordance with the relevant Company policies, procedures and guidelines. This includes responsibilities relating to your own H&S and others affected by your actions. Any concerns relating to H&S risks must be escalated to your line Manager and the Company's H&S Manager.
  • To understand the Company's Sustainability vision and apply the Sustainability Strategy as appropriate. Ensure consideration of ESG risks and opportunities as part of investment activities.
  • Fulfil regulatory requirements, including timely completion of all regulatory training and declarations.

Key Knowledge, Skills & Experience:
  • Strong analytical skills including Excel cashflow modelling.
  • A desire to work with Real Estate assets
  • Well proven interpersonal skills with the ability to communicate at all levels both internally and externally.
  • Ability to present investment propositions to internal and external clients and at Investment Committees
  • A good eye for detail and report accuracy
  • Superior project management skills

Work Level: Experienced Colleague
Recruiter Name: Emily Northcott
Closing Date: 31st January

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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