Investment Specialist (Equities) | London, UK

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 workplace accommodations to ensure you have what you need to effectively deliver in your role.

The Role: We are looking for an Investment Specialist to join the listed equities business. The role will have a specific focus on the listed equities Impact & Sustain Paris Aligned strategies with a combined AUM of ~£4 billion across a range of strategies for wholesale and institutional clients, located both in the UK as well as internationally.

Investment Specialists are embedded in the Investment teams and work closely 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 Investment Specialist will be responsible for the delivery of high-quality written content, as well as overseeing the production of presentation materials. The successful candidate will also take on client-facing responsibilities for a variety of funds, facing both internal and external audiences.

Genuine interest in both investing in equities and sustainability is necessary for this role, previous working experience in at least one of these areas is a prerequisite. Supporting your application with a cover letter is strongly encouraged, this can be uploaded with your CV.

Key Responsibilities for this role:

• To develop an in-depth working knowledge of the team's strategies, both from an investment as well as a sustainability point of view.
• To have a firm understanding of the investment philosophy and process of both the Impact and the Paris Aligned 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 and rapport with fund managers and sales teams.

Key Knowledge, Skills & Experience:

• A background in Equities with experience in Asset Management.
• Strong knowledge of financial markets.
• IMC and/or CFA preferable.
• Knowledge of, or keen interest in, sustainability.
• CFA ESG certificate (or similar) preferable.
• Strong interpersonal skills with the ability to build strong relationships with internal stakeholders and external clients.
• Knowledge of sustainability-related regulation (SFDR/SDR) and/or sustainability-related product labels clearly a plus.
• Self-starter and proactive nature with the ability to foresee future requirements.
• Excellent numerical and analytical skills - ability to respond to client demands.
• Excellent written and verbal communication skills - ability to explain complex investment themes in simple language to a range of audiences.
• Very strong 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.
• Time management and organisation - ability to meet deadlines for a wide range of tasks and shift priorities when required.
• Collaborator & team player - ability to make a positive contribution to the vision of the Impact & Sustain Paris Aligned equity team and the investment specialists' team.
• Foreign language skills - desirable.

Work Level: Manage 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.