Investment Specialist

  • London, England, United Kingdom
  • TBD USD / Year
  • M&G plc profile




  • Job applications may no longer being accepted for this opportunity.


M&G plc

At M&G our vision is: to become the best loved and most successful savings and investment business and we’re looking for people who are excited about joining us on our journey. We’re digitally transforming and investing heavily in technology and innovation to develop new and improved customer propositions that really raise the bar for our customers. To help us achieve our vision we’re looking for exceptional people who live our values and behaviours and who can inspire others; embrace change; deliver results and keep it simple.

We know that an inclusive environment makes us more accessible and ensures we attract, engage, promote and retain exceptional people. We welcome applications from all individuals regardless of age, gender/gender identity, sexual orientation, ethnicity/nationality, disability, or military service and welcome those who have taken career breaks. We will consider flexible working arrangements or home working arrangements for any of our roles.

What You Can Expect From Us

We are committed to creating an environment where you can be exceptional at all you do. To help us deliver this, we promise to:

  • Challenge Your Limits by creating a stimulating working environment and providing opportunities for you to be involved in meaningful and challenging work
  • Support Your Aspirations with a commitment to learning and development that helps you achieve and build your experience with people who want you to succeed
  • Value Your Input whereby leaders and managers will involve you in key decisions, listen to your thoughts and recognise the important contribution you make
  • Balance Your Life through a work life partnership that focuses on making this an inclusive, diverse and friendly place to work and offers the flexibility and support that enables everyone to be at their best

How Do We Support Our Employees

All M&G plc employees will be supported in the workplace through our M&G Employee Assistance Programme (EAP). If you need counselling, confidential financial or legal advice. The service is available 24 hours a day, 365 days a year and offers access to qualified professionals who can provide specialist information, advice and support on many issues. It offers a broad range of services, including help with family issues, maintaining work/life balance and mental health support.

The private assets department manage a range of different funds and products for institutional clients and have a rapidly growing business. This role is as a investment specialist within the Specialty Finance team focusing primarily on the SFF and Income funds strategies that make up our consumer finance strategy. The role has two main areas of focus: aiding with the delivery of profitable growth for the Specialty Finance team and investment strategy articulation both internally and to clients.

The Specialty Finance team focuses entirely on investing in whole loans or structured finance opportunities across the consumer finance universe. Consumer finance is a substantial and diversified asset class which is comprised of loans and credit provided directly to consumers, rather than to businesses and companies. These loans are typically grouped into two main categories: residential mortgages (owner-occupied and buy-to-let) and consumer loans (including unsecured personal loans, auto loans, student loans and credit card receivables).

Key Responsibilities

  • Responsible for articulating the investment strategy, answering of investment related queries and creating investment content either directly or in conjunction with fund managers, marketing and investment writing teams.
  • To act as an investment team point of contact and representative for distribution, investment marketing, and press teams
  • Work closely with placement agents assisting them with all fund raising efforts
  • Represent the fund managers to internal and external audiences
  • To understand the requirements of the distribution team in terms of fund manager support and to work closely with them in coordinating and participating in new business pitches and fund update meetings
  • To help design product solutions for large clients
  • Ownership of investment collateral such as fund profiles and presentation materials
  • To generate ideas for investment communications, taking into account feedback provided by the distribution team and the fund management team
  • Communicate to investment writers and RFP specialists about the funds and products to determine approach for completing RFPs and review the documents.
  • Write original Reports/RFP answers and review investment content where required

Key Knowledge, Skills & Experience

  • A strong client focus with experience working with institutional pension fund and insurance clients
  • Strong interpersonal skills – able to build good relationships and establish credibility with clients, fund managers and the key contacts in the distribution channels
  • Strong communication and presentation skills – able to communicate the investment messages to a range of audiences
  • In depth investment experience ideally with a focus on structure credit
  • Able to absorb the philosophy and investment focus of our fund range and represent those products internally and externally
  • Proactive nature – able to anticipate future requirements, and also determine information which may be of interest to distribution channels
  • Perceptive – able to understand requirements and provide relevant information with excellent listening skills
  • Good organisational skills – able to manage and meet different deadlines and priorities from different sources, ensure timeliness of delivery

Work Level: Manager or Expert

Recruiter Name: Douglas Smith

Closing Date: 16th March

We live by four behaviours at M&G and we ask all our employees to:

  • Inspire Others – Support and encourage each other, creating an environment where everyone can contribute and succeed
  • Embrace Change – Be open to change, willing to be challenged and able to adapt quickly and imaginatively to new ideas
  • Deliver Results – Focus on outcomes, set high standards and deliver with energy and determination
  • Keep it Simple – Cut through complexity and bureaucracy, be clear and decisive and never overcomplicate things

To apply for this job please visit mgpru.wd3.myworkdayjobs.com.


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