Junior Investment Specialist

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 Team

The M&G Private Credit team is part of M&G’s well established and respected Private Markets business. We manage assets for a very broad range of institutional clients, such as pension funds and insurance companies. The team offers a wide range of strategies, across the full range of private credit asset classes, ratings and structures. The primary focus of the Investment Specialist team is to work alongside the investment team and sales to deliver clear messaging around product, investment approach and strategy that will deliver growth in the business. The team has continued to evolve as the business has grown; we are now seeking to add further members to our team.

The Role

We are looking for a Junior Investment Specialist to work in our team. The primary focus of the Investment Specialist team is working with the portfolio managers to articulate the investment process and strategy to clients and their advisers, and to facilitate the growth of the business through direct support of the sales process. Investment specialists work in the investment team, and are also required to 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 knowledge and an understanding of the client base and their approach to asset allocation.

We seek a candidate who is proactive by nature, articulate, creative, has intellectual curiosity and a willingness to learn, and above all is a self-starter and team player.

Key Responsibilities:

• To work with the investment team, sales and distribution and business support teams to coordinate materials for investment reviews and new business pitches.
• To prepare investment content to be presented to clients and advisers at review meetings, and collaborate with the broader Investment Specialist team to share market information and investment debate.
• To identify and analyse relevant market and portfolio data for inclusion in presentations and marketing materials.
• To work with the senior investment specialists and portfolio managers to help create new/improved materials to better articulate investment strategy.
• Stay abreast of market trends and the competitive landscape, along with the relative positioning vs peer groups.
• To act as an investment and sales team point of contact, providing data and fund analysis in response to client and consultant queries on an ad-hoc basis, and written client responses to enquiries.
• To work with the wider investment writers, Global RFP team and other stakeholders to assist with the articulation of investment strategies, RFP responses, to source critical data and review investment content.

Key Knowledge, Skills & Experience:

• You must be a self-starter but also enjoy being part of a team, and be willing and able to build good relationships with internal stakeholders, such as the wider investment and research teams, client directors, sales and product support.
• Relevant financial services client facing experience; ESG knowledge would be highly desirable.
• Knowledge of UK and European fixed income markets and their drivers and clients.
• Highly articulate, able to distil and communicate the key investment messages to a range of audiences.
• Strong written and verbal communication skills, comfortable with public speaking.
• PowerPoint, Excel and Word to an advanced proficiency. BlackRock AladdinTM experience would be ideal.
• Sustainable investing is increasingly important to our clients; experience or a desire to learn more would be highly desirable.
• CFA candidate or Charter holder, or a relevant Economics/Finance degree preferred.
• Proven organisational and time management skills – able to manage a wide range of tasks and constantly shifting priorities/deadlines.
• Ideally some analytical background and/or knowledge of statistics and project management skills.

Work Level: Experienced Colleague

Recruiter: Hannah Curtis

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:

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