At a Glance
- Tasks: Lead investment strategies and communicate with clients about fixed income funds.
- Company: M&G plc is a historic international savings and investments business with over 170 years of experience.
- Benefits: Enjoy flexible working arrangements and workplace accommodations to support your success.
- Why this job: Join a collaborative team focused on impactful financial outcomes and client relationships.
- Qualifications: Requires extensive financial services experience and a Bachelor's degree; CFA preferred.
- Other info: Diversity and inclusion are core values; we welcome applicants from all backgrounds.
The predicted salary is between 43200 - 72000 Β£ per year.
Job Description
At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns.
Through our behaviours of telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.
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 Director to work in the Public Fixed Income team in London, with a focus on credit funds – specifically IG, High Yield and Total Return.
The primary focus of the Investment Specialist team is working with the portfolio managers to articulate the investment process and our strategy to clients and their advisers, and to facilitate the growth of the business through direct support of the sales process.
Investment specialists are part of the investment team, and act as a bridge between the Investment team and the internal stakeholders and external clients: consequently they work closely with sales and distribution to focus the sales effort through timely provision of sales materials, presentations and thought pieces, and through delivery of client updates and new business presentations. This requires significant investment and market knowledge, and an understanding of the needs a very broad client base that includes pension funds (DB & DC), insurance companies, discretionary portfolio managers, wealth advisors, family offices and sovereign funds.
Key Responsibilities:
- Independently act as a "proxy" for fund managers and main investment contact for internal and external stakeholders for a range of funds and mandates; 'a portfolio manager without portfolios'
- Articulate the team's investment philosophy, process, performance and fund positioning based on nature of client and size of audience, and to identify opportunities to present ideas and strategies to clients that help drive business growth.
- Work closely with the Fund Management team to understand the broader range of fixed income strategies ensuring they are represented commercially and accurately in client meetings, conferences and/or roadshows.
- Stay abreast of market trends and the competitive landscape, along with the relative positioning vs peer groups.
- Contribute as needed to investment commentaries and thought leadership pieces. Collaborate with immediate team and wider colleagues in the Investment Specialist team to share market information and promote investment debate
- Create and facilitate investment content ensuring client messages are impactful and relevant across our client base.
- Build strong relationships with Sales and Distribution teams and acting as the primary contact for training and client requirements relating to the investment proposition.
- Develop a network of successful working relationships across internal stakeholders such as the RFP team, Performance & Risk functions, Press, Marketing and Sustainable & Stewardship teams.
Key Knowledge, Skills & Experience:
- Extensive financial services experience; previous experience as a Senior Investment Specialist or equivalent desired.
- Bachelor's degree required; CFA or advanced degree strongly preferred. Additional languages would be a plus.
- Knowledge of credit markets, with in-depth understanding of macroeconomics, interest rates, FX and sovereign debt.
- Highly articulate, able to distil and communicate the key investment messages to a range of audiences.
- Good understanding of the UK, European and Asian asset management distribution, key players and client profiles
- Strong written and verbal communication skills, comfortable with public speaking.
- Flexible, resourceful, and proactive; willing to mentor and develop associates in the team.
- Experience using Microsoft Office, Power BI, AI tools, Aladdin and/or Bloomberg.
- The role will be based in the UK, with some occasional foreign travel. Minimum 3 days office based when not travelling.
Recruiter: Hannah Curtis
Work Level: Manager or Expert
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, disability or long term condition, 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.
M&G is also proud to be a Disability Confident Leader , and we welcome applications from candidates with long-term health conditions, disabilities, or neuro-divergent conditions. Being a Disability Confident Leader means that candidates who meet the minimum criteria of a job, will be offered an interview if they 'opt in' to the scheme when applying.
If you need assistance or an alternative means of applying for a role due to a disability or additional need, please let us know by contacting us at: careers@mandg.com
Investment Director, Fixed Income - M&G plc. employer: M&G plc
Contact Detail:
M&G plc Recruiting Team
StudySmarter Expert Advice π€«
We think this is how you could land Investment Director, Fixed Income - M&G plc.
β¨Tip Number 1
Network with professionals in the investment and fixed income sectors. Attend industry conferences, webinars, and local meetups to connect with potential colleagues and clients. Building relationships can give you insights into the company culture and the specific needs of M&G plc.
β¨Tip Number 2
Stay updated on market trends and developments in credit markets. Subscribe to financial news outlets and follow relevant thought leaders on social media. This knowledge will not only help you in interviews but also demonstrate your passion for the role.
β¨Tip Number 3
Prepare to discuss your understanding of M&G's investment philosophy and how it aligns with your own. Familiarise yourself with their recent performance and strategies, as this will show your genuine interest in the company and its goals.
β¨Tip Number 4
Practice your public speaking skills, as the role requires effective communication with various stakeholders. Consider joining a local Toastmasters club or similar group to enhance your presentation abilities and gain confidence in articulating complex investment concepts.
We think you need these skills to ace Investment Director, Fixed Income - M&G plc.
Some tips for your application π«‘
Tailor Your CV: Make sure your CV highlights relevant experience in fixed income and investment management. Emphasise your understanding of credit markets and any previous roles that align with the responsibilities of an Investment Director.
Craft a Compelling Cover Letter: In your cover letter, articulate your investment philosophy and how it aligns with M&G's values. Discuss your experience in client engagement and how you can contribute to business growth through effective communication and relationship building.
Showcase Your Knowledge: Demonstrate your knowledge of market trends and competitive landscapes in your application. Mention specific examples of how you've successfully navigated these areas in past roles, particularly in relation to fixed income strategies.
Highlight Communication Skills: Since the role requires strong written and verbal communication skills, provide examples of presentations or thought leadership pieces you've contributed to. This will showcase your ability to distil complex information for diverse audiences.
How to prepare for a job interview at M&G plc
β¨Know Your Investment Philosophy
Before the interview, ensure you have a solid understanding of M&G's investment philosophy and how it aligns with your own. Be prepared to articulate this clearly, as you'll need to communicate complex investment strategies to various stakeholders.
β¨Stay Updated on Market Trends
Familiarise yourself with current market trends, particularly in credit markets and macroeconomic factors. This knowledge will not only help you answer questions but also demonstrate your proactive approach to staying informed.
β¨Prepare for Client-Focused Scenarios
Think about how you would present investment ideas to different types of clients, such as pension funds or family offices. Prepare examples of how you've successfully communicated complex information in the past, as this role requires strong client engagement skills.
β¨Showcase Your Communication Skills
Since the role involves public speaking and presenting to clients, practice articulating your thoughts clearly and confidently. Consider doing mock presentations to friends or colleagues to refine your delivery and receive constructive feedback.