Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support portfolio management, monitor investments, and assist with client reporting.
- Company: Join M&G, a leading international savings and investments business with over 170 years of experience.
- Benefits: Enjoy flexible working arrangements and workplace accommodations to thrive in your role.
- Why this job: Be part of a dynamic team focused on private equity and real assets, making a real impact.
- Qualifications: Experience in investment operations or fund management support; strong Excel skills required.
- Other info: M&G values diversity and inclusivity, welcoming applicants from all backgrounds.
The predicted salary is between 28800 - 48000 £ per year.
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 seeking a highly motivated and detail-oriented Finance Associate to join the Portfolio Management team on a permanent contract. This role will support the day-to-day management of the portfolios, including segregated mandates and pooled funds, with a focus on private equity and real asset strategies. The successful candidate will work closely with portfolio managers and deal teams to ensure portfolios remain aligned with investment objectives, liquidity needs, and operational requirements.
Key Responsibilities:
Portfolio Monitoring & Support
- Assist with the preparation of materials for portfolio IC meetings.
- Assist with portfolio monitoring, review investment NAVs and performance metrics.
- Oversight of Funds’ NAVs.
Strategic Oversight & Product Management
- Oversight and management of various M&G Alternatives legal entities, approximately 30 legal entities (Funds, GP and Carry Vehicles)
- Oversight of Service Providers (Administrator, Fund Accountants, Depositary, Auditors)
- Ensuring compliance with tax and regulatory frameworks, working closely with M&G Tax and Compliance teams.
- Working with internal M&G teams and assisting with their reporting requirements.
- Review the current processes, procedures and systems. Recommend improvements then document and implement them across the team.
Client Reporting & Fund Launch Support
- Support the onboarding and operational setup of new fund launches, including data and reporting infrastructure.
- Assist with new client onboarding.
- Contribute to the preparation of client reports, board materials, and investment committee packs.
- Review and update as required for the monthly and quarterly performance reports.
- Manage client queries.
Other
- Assist with deal closing process.
- Manage invoicing and M&G Recharges Process.
- Assist with RFPs and Marketing Materials
Key Skills, Knowledge & Experience
Essential
- Experience in investment operations, investment finance, or fund management support.
- Strong Excel skills.
- Excellent attention to detail and able to work independently.
- Confident, with the ability to deal with multiple internal clients and external clients.
- Highly organized, adherence to internal deadlines and appropriate escalation any issues.
- Interest in private markets.
Desirable
- Exposure to private equity, real assets, or semi-liquid fund structures.
Recruiter: Hannah Curtis
Work Level: Colleague
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.
Ifyou need assistanceor an alternative means of applying for a role due to a disability or additional need,pleaselet usknow by contacting us at:
#J-18808-Ljbffr
Associate, Portfolio Management employer: M&G
Contact Detail:
M&G Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate, Portfolio Management
✨Tip Number 1
Familiarise yourself with M&G's investment strategies, particularly in private equity and real assets. Understanding their approach will help you engage more effectively during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of M&G to gain insights into the company culture and expectations for the Associate role. This can provide you with valuable information that may not be available in the job description.
✨Tip Number 3
Brush up on your Excel skills, as strong proficiency is essential for this position. Consider taking an online course or practicing advanced functions to ensure you're well-prepared to handle the data analysis required in the role.
✨Tip Number 4
Prepare specific examples from your past experiences that showcase your attention to detail and ability to manage multiple tasks. Being able to articulate these examples clearly will help you stand out during the interview process.
We think you need these skills to ace Associate, Portfolio Management
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Associate, Portfolio Management position. Understand the key responsibilities and required skills, especially those related to investment operations and private equity.
Tailor Your CV: Make sure your CV highlights relevant experience in investment finance or fund management support. Use specific examples that demonstrate your strong Excel skills and attention to detail, as these are essential for the role.
Craft a Compelling Cover Letter: Write a cover letter that not only expresses your interest in the position but also showcases your understanding of M&G's values and how you align with them. Mention your ability to work independently and manage multiple clients, as this is crucial for the role.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is vital for the Associate role.
How to prepare for a job interview at M&G
✨Understand the Role
Make sure you have a solid grasp of the responsibilities outlined in the job description. Familiarise yourself with portfolio management, private equity, and real asset strategies, as these will be key topics during your interview.
✨Showcase Your Excel Skills
Since strong Excel skills are essential for this role, be prepared to discuss your experience with data analysis and financial modelling. You might even want to bring examples of your work or be ready to solve a practical problem using Excel during the interview.
✨Demonstrate Attention to Detail
Highlight your ability to manage multiple tasks while maintaining accuracy. Prepare examples from your past experiences where your attention to detail made a significant impact on a project or outcome.
✨Prepare Questions
Have thoughtful questions ready for your interviewers about the company culture, team dynamics, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.