At a Glance
- Tasks: Join a dynamic team to analyse and manage asset-based investments.
- Company: M&G, a leading savings and investments firm with over 175 years of innovation.
- Benefits: Competitive pension scheme, 38 days annual leave, and flexible working options.
- Other info: Inclusive culture with support for diverse communities and career growth opportunities.
- Why this job: Be part of a growing platform and make a real impact in investment strategies.
- Qualifications: Degree in finance or related field; experience in investment analysis preferred.
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 workplace accommodations to ensure you have what you need to effectively deliver in your role.
About the Role: M&G’s Royalties and Asset-Based Equity team within our Structured Finance business is seeking a high-calibre Investment Analyst / Associate to join our team. This is an opportunity to become part of a growing team responsible for sourcing, structuring and managing asset-based equity investments, both directly and through dedicated investment platforms. The portfolio currently exceeds $2bn of assets under management, with exposure across a diverse range of asset classes including royalties, aviation leasing, real estate lending, agriculture, and mortgage servicing rights. With new strategies launching, this role offers the opportunity to play a meaningful part in the continued growth and evolution of the platform.
Role Purpose: The successful candidate will support the team across the full investment lifecycle, from origination and analysis to execution, portfolio management and ongoing monitoring.
- Support origination activities, including screening new opportunities and preparing initial investment assessments
- Conduct financial, commercial, legal, and structural due diligence on prospective investments
- Manage and coordinate due diligence providers and external advisers
- Draft and contribute to investment papers and materials for Investment Committee approval
- Build and maintain financial models, including scenario and sensitivity analysis, across both equity and debt structures
- Research markets, asset classes, and sectors to support investment theses and strategy development
- Collaborate with internal stakeholders and external advisers (legal, tax, technical, financial)
- Assist in reviewing transaction documentation and support transaction execution
- Maintain robust documentation, controls and audit trails in line with M&G governance standards
- Support marketing and fundraising activities for new funds or strategies, as required
- Contribute to ongoing portfolio monitoring, performance analysis, and reporting
Skills, Experience and Qualifications:
Experience:- Relevant experience gained in buy-side investment analysis
- Investment banking (structured finance, leveraged finance, DCM, or similar)
- Private credit, private equity, or real assets investment
- Experience within structured finance, royalties and asset-based investing or fund investments is advantageous.
- Strong financial analysis and modelling skills
- Experience in investment and commercial due diligence
- High attention to detail and the ability to synthesise complex information
- Excellent written and verbal communication skills
- Ability to work independently while contributing to a collaborative team environment
- Well-organised and proactive, with the capacity to manage multiple workstreams simultaneously
- Strong analytical judgement and a commercial, risk-aware mindset
- Degree or equivalent qualification in finance, economics, accounting, engineering, or a related discipline
- Professional qualifications (e.g. CFA) are advantageous but not essential
What We Offer:
- Exposure to a broad range of asset-based investment strategies and structures
- Hands-on involvement across the full deal lifecycle
- Opportunity to work within a high-performing and growing private markets platform
- Clear development pathway within structured finance and asset-based investing
- A collaborative culture that values integrity, accountability and long-term thinking
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:
- A valuable pension scheme of 18%, with 13% made up of Employer Contributions and 5% Employee Contributions
- Share Save and our Share Incentive Plan, together with access to financial wellbeing and support services
- 38 days annual leave including bank holidays, with the opportunity to purchase up to 5 extra days
- Additional flexibility through our Time Off When You Need It policy
- Comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave
- Health & Protection cover including Private Healthcare, Critical Illness cover and Life Assurance for you, with family options
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 Analyst / Associate – Royalties and Asset-Based Equity in London employer: M&G FA Limited
M&G is an exceptional employer that fosters a collaborative culture, prioritising integrity and long-term thinking. With a commitment to employee wellbeing, we offer generous benefits including an 18% pension scheme, 38 days of annual leave, and comprehensive family support policies. Our focus on professional development within the dynamic field of asset-based investing ensures that our team members have the opportunity to grow and thrive in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Analyst / Associate – Royalties and Asset-Based Equity in London
✨Tip Number 1
Network like a pro! Reach out to folks in the investment world, especially those connected to M&G. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for interviews by diving deep into M&G’s recent projects and strategies. Show us you’re not just another candidate; demonstrate your passion for asset-based investing and how you can contribute to our growth.
✨Tip Number 3
Practice your financial modelling skills! We love candidates who can showcase their analytical prowess. Build a few models and be ready to discuss them during your interview.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who take that extra step.
We think you need these skills to ace Investment Analyst / Associate – Royalties and Asset-Based Equity in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Investment Analyst / Associate role. Highlight your relevant experience in buy-side investment analysis or structured finance, and show us how your skills align with our needs.
Showcase Your Financial Skills:We want to see your strong financial analysis and modelling skills shine through. Include specific examples of financial models you've built or due diligence processes you've managed to demonstrate your expertise.
Be Clear and Concise:When drafting your application, keep it clear and to the point. Use straightforward language and avoid jargon where possible. We appreciate well-organised applications that are easy to read and understand.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team at M&G.
How to prepare for a job interview at M&G FA Limited
✨Know Your Numbers
As an Investment Analyst, you'll need to demonstrate strong financial analysis skills. Brush up on your financial modelling and be prepared to discuss specific examples of how you've used these skills in past roles. Practice explaining complex financial concepts in simple terms, as this will show your ability to synthesise information.
✨Research the Company and Sector
Dive deep into M&G’s history, values, and recent developments in the asset-based investment sector. Understanding their approach to structured finance and asset management will help you tailor your responses and show genuine interest in the role. Be ready to discuss how current market trends could impact their strategies.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your analytical judgement and risk awareness. Think about past experiences where you had to make tough decisions or analyse complex situations. Use the STAR method (Situation, Task, Action, Result) to structure your answers clearly and effectively.
✨Showcase Your Team Spirit
Collaboration is key in this role, so be prepared to discuss how you've worked with others in previous positions. Highlight instances where you coordinated with different stakeholders or contributed to a team project. This will demonstrate your ability to thrive in a collaborative environment while still being proactive and organised.
