At a Glance
- Tasks: Oversee investment partner relationships and ensure compliance with contractual agreements.
- Company: M&G plc, a leading firm with over 175 years of innovation in finance.
- Benefits: Flexible working arrangements, workplace accommodations, and a supportive environment.
- Other info: Opportunity for career growth in a dynamic financial services environment.
- Why this job: Join a team that values integrity and creates exceptional outcomes for customers.
- Qualifications: Strong analytical skills and experience in relationship management.
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.
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
Investment Partnership Relationship Analyst - M&G plc. employer: PVH (Tommy Hilfiger/Calvin Klein)
Intapp is an exceptional employer, offering a dynamic work environment that fosters innovation and collaboration within the accounting and consulting sectors across EMEA. With a strong commitment to employee growth, Intapp provides ample opportunities for professional development and leadership coaching, ensuring that team members thrive in their careers while contributing to the company's strategic vision. The culture is built on accountability and high performance, making it an ideal place for those looking to make a significant impact in a rapidly evolving industry.
Contact Details:
PVH (Tommy Hilfiger/Calvin Klein) Recruitment Team
