Investment Analyst

M&G plc.
London, United Kingdom
06 Mar 2023
21 Mar 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:

The M&G plc Treasury & Investment Office (T&IO) is responsible for the management of Prudential UK's With-Profits, Annuity and Unit-Linked funds, with more than £150bn of funds under management. T&IO works closely with the various asset management businesses within the M&G plc Group, and other external managers, to structure multi-asset portfolios aligned with the investment objectives of our clients.

The Long-Term Investment Strategy team (LTIS) determines the optimal Strategic Asset Allocation (SAA) and the strategic hedging policies for Prudential's multi-asset portfolios. As part of this, LTIS develops its proprietary capital markets assumptions and stochastic modelling capabilities to model the risks, returns and correlations between different asset class, asset sub-classes and macro-economic factors across different geographies over the medium to long term. Additionally, these assumptions and modelling capabilities are used internally within the M&G Group by Finance and Product Development.

The Analyst is responsible for investment strategy and modelling capabilities within the team.

Key Responsibilities for this role:
  • Long Term and Medium-Term Assumptions - The candidate will also from time to time be expected to assist the Long-Term Investment Strategy Team to build its long-term equilibrium economic assumptions and medium-term views, including its expectations of returns across a wide spectrum of asset classes and geographies, as well as its views on volatilities and correlations across these asset classes. This will involve significant modelling skills.
  • Product Design - The candidate may assist the Long-Term Investment Strategy Team in the design of new investment products, based on the team's portfolio optimisation methodology and T&IO's views on different asset classes.
  • Strategic Asset Allocation - The Long-Term Investment Strategy Team manages the strategic asset allocation (SAA) and associated tactical asset allocation (TAA) limits (SAA tolerance levels) for different multi-asset funds, while ensuring compliance with all regulatory requirements and Prudential Group constraints. The candidate will help the team in framing the SAA advice and recommendations while considering its medium and long term views of expected returns and risks of different asset classes.
  • 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:
  • Excellent attention to detail
  • Strong analytical and quantitative skills
  • Client and delivery focussed
  • Good planning and organisational skills
  • Good communication skills
  • Effective problem-solving skills
  • A flexible and adaptable approach
  • Build good relationships internally and externally
  • A good team player
  • Excellent academic record with a quantitative background
  • Relevant professional qualifications, such as CFA, Actuarial are an advantage
  • Prior industry experience, gained within an asset manager, consultancy or insurance company

Work Level: Manager / Expert
Recruiter Name: Suzie Threlfall
End date: 19th March 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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