At a Glance
- Tasks: Oversee investment partnerships and ensure smooth onboarding and compliance.
- Company: Join a leading savings and investments firm with over 175 years of innovation.
- Benefits: Enjoy 38 days annual leave, a generous pension scheme, and private healthcare.
- Other info: Flexible working arrangements and a commitment to diversity and inclusion.
- Why this job: Make a real impact in the financial sector while developing your career.
- Qualifications: Experience in investment products and strong relationship management skills required.
The predicted salary is between 50000 - 70000 £ per year.
Our purpose is to give everyone real confidence to put their money to work.
With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions.
Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.
Through 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: Investments Partnership Relationship Analyst
This experienced colleague-level role sits within the Relationship & Supplier Oversight Pillar and provides oversight of investment partnerships and entities to whom the platform provides services.
The role acts as the retained business owner for investment partner governance activities including contractual arrangements, fund onboarding approval, fund utilisation monitoring, AML review activities and relationship oversight across DFMs, bond providers and fund managers.
The role ensures that commercial arrangements remain appropriate, contractual commitments are fulfilled and investment propositions remain aligned to platform strategy and customer needs.
To provide independent oversight and governance of investment partner relationships, ensuring contractual arrangements, onboarding activities and ongoing fund monitoring are effectively managed within the outsourced operating model.
The role is responsible for reviewing and approving non-standard asset onboarding requests, monitoring delivery of commercial commitments made by investment partners, and challenging partners where expected activity or value is not realised.
The role provides assurance that investment partnerships are managed in accordance with platform policies, risk appetite, Consumer Duty expectations and Third-Party Risk Management requirements.
Key Work Level Accountabilities
- Oversee contractual arrangements with investment partners, DFMs and bond providers
- Lead commercial governance of investment partner relationships
- Review and approve non-standard investment assets prior to onboarding
- Monitor delivery against onboarding commitments and expected platform flows
- Maintain effective oversight of AML and due diligence activities relating to offshore assets
- Ensure investment partner relationships support good customer outcomes and platform strategy
- Maintain audit-ready evidence of onboarding decisions, monitoring activities and relationship governance
- Provide challenge and escalation where contractual expectations or commercial assumptions are not being met
Key Responsibilities for this role
- Investment Partnership Oversight
- Act as relationship lead for DFMs, fund managers and bond providers
- Maintain regular governance and relationship reviews with investment partners
- Monitor service quality and responsiveness of investment partners
- Escalate relationship concerns and drive resolution activities
- Ensure investment partnerships remain aligned to strategic objectives
- Contractual Governance
- Own oversight of contractual agreements and amendments relating to investment partnerships
- Lead review and challenge of contractual changes
- Coordinate with Legal and Procurement on contract updates
- Ensure contractual obligations, service expectations and commercial arrangements remain appropriate
- Maintain contractual inventories and governance records
- Fund Onboarding Governance
- Review onboarding recommendations provided by SS&C
- Approve onboarding of non-standard assets prior to implementation
- Ensure proposed assets align with platform onboarding criteria and risk appetite
- Challenge onboarding proposals where asset suitability is unclear
- Maintain evidence of onboarding decisions and approvals
- Fund Monitoring & Commercial Oversight
- Monitor funds introduced onto the platform through investment partnerships
- Track actual flows against onboarding assumptions and expected commercial benefits
- Challenge investment partners where anticipated flows do not materialise
- Conduct periodic reviews of underutilised or dormant assets
- Recommend asset offboarding where there is insufficient justification for continued platform support
- Escalate material commercial or proposition concerns
- AML & Due Diligence Oversight
- Review AML and due diligence documentation relating to offshore assets and investment partners
- Ensure documentation is complete and meets internal standards
- Challenge deficiencies and coordinate remediation
- Support compliance with platform onboarding requirements and TPRM expectations
- Maintain oversight records and approval evidence
- EMT & Investment Data Oversight
- Oversee receipt and review of EMT information
- Escalate data quality issues and tolerance breaches
- Support fair value assessments and associated reporting requirements
- Ensure investment partner information remains accurate and complete
- Governance, MI & Escalation
- Produce relationship and commercial oversight MI
- Maintain onboarding, relationship and monitoring dashboards
- Present relationship updates to governance forums
- Track actions and remediation activities through to completion
- Escalate emerging commercial, operational or customer outcome risks
- Customer, Conduct & Consumer Duty Expectations
- Ensure investment partnerships support delivery of good customer outcomes
- Consider customer value and suitability when reviewing onboarding proposals
- Escalate risks arising from poor asset performance, lack of utilisation or inadequate partner support
- Support fair value assessments through effective oversight of partner relationships and data quality
- Ensure customer impact is considered during onboarding and offboarding decisions
- Evidence & Assurance Expectations
- Maintain onboarding approval records
- Maintain contractual amendment and governance logs
- Maintain fund monitoring and utilisation reviews
- Maintain AML and due diligence review evidence
- Maintain relationship governance packs and meeting records
- Maintain documented challenge and escalation outcomes
- Ensure all records are audit and regulator ready
- Key Knowledge, Skills & Experience
- Knowledge
- Investment platforms and investment operations
- Fund onboarding processes
- Fund manager, DFM and bond-provider operating models
- Third Party Risk Management frameworks
- Consumer Duty and customer outcome considerations
- AML and due diligence processes
Skills
- Commercial judgement
- Contract review and negotiation support
- Relationship management
- Analytical and data-driven decision making
- Strong challenge and influencing skills
- Governance and documentation discipline
Experience
- Significant experience working with investment products, fund managers, DFMs or platform propositions
- Experience managing commercial or investment partner relationships
- Experience reviewing complex onboarding proposals and investment structures
- Experience operating within a regulated financial services environment
- Comfortable engaging with senior stakeholders internally and externally
What we offer
At M&G, we’re committed to helping you thrive and supporting your wellbeing, both at work and beyond.
Our benefits are designed to help you balance your professional and personal life, while planning confidently for your future.
Our UK benefits include
As a savings and Investments firm we are proud to offer a valuable pension scheme of 18% , with 13% made up of Employer Contributions and 5% Employee Contributions .
- We also offer
- Share Save and our
Share Incentive Plan , together with access to financial wellbeing and support services - to help give you real confidence to put your money to work.
Enjoy 38 days annual leave including bank holidays, with the opportunity to purchase up to 5 extra days and additional flexibility through our
Time Off When You Need It policy – to balance your work and personal commitments.
Our market leading
Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - as supporting families is a core aspect of our inclusive culture.
- Health & Protection cover including
- Private Healthcare ,
- Critical Illness cover and
Life Assurance for you, with family options - for peace of mind.
- To explore more about life at M&G and our full benefits offering, visit
- Life at M&G
We have a diverse workforce and an inclusive culture at M&G, 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.
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 Partnership Relationship Analyst employer: IFDL
At M&G, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that prioritises employee wellbeing and growth. With flexible working arrangements, generous benefits including an 18% pension scheme, and a commitment to diversity, we empower our team members to thrive both professionally and personally in our vibrant London office. Join us to be part of a legacy of innovation in savings and investments, where your contributions truly matter.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Partnership Relationship Analyst
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like IFDL, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like IFDL.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like IFDL.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including IFDL, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Partnership Relationship Analyst
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like IFDL want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to IFDL.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at IFDL will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to IFDL. Numbers speak louder than words!
How to prepare for a job interview at IFDL
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like IFDL want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withIFDL.
