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 work place accommodations to ensure you have what you need to effectively deliver in your role.

Investment Specialist

The M&G Treasury and Investment Office (T&IO) is our team of in-house investment strategists and manager of managers for Prudential in the UK. T&IO hasgreat strength in depth with a team that includes investment professionals with expertise in capital market research investment strategy design liability management derivatives and portfolio management. They are the team behind the UKs largest With-Profits Fund - and many other Prudential funds.

T&IO are able to leverage the wider group resources which includes various teams with M&G Investments. They also work extensively with external investment teams across the globe.

It is T&IO who are responsible for the strategic allocation of all our funds in addition to full fund manager selection and oversight.

They are also responsible for ensuring the risk characteristics of each portfolio meet given objectives over time. Stock selection is then carried out by fund managers chosen for their expertise in specific asset classes.

This role is within the Client Portfolio Management team in T&IO. A team that provides support for various didnt areas across the business including various sales channels as well as regularly presenting to external independent financial advisers (IFAs) and clients.

Key Responsibilities:

• To build and maintain relationships with key internal and external stakeholders
• Contribute to team planning and strategy in order to meet immediate and longer term objectives
• Deliver regular updates at team meetings for Intermediary Sales
• Support the South Sales teams with their Sales targets in selling all multi-asset fund ranges
• Work proactively with distribution teams to build knowledge and confidence in the investment proposition
• Represent T&IO on appropriate strategic/new product projects
• Produce material and deliver quality presentations (Internal & external): Sales Conferences Regional & National seminars Webinars Investment Forums Webex at adviser firm level etc
• Provide information to support marketing in the production of investment material
• Support the teams Investment Writer by reviewing certain material
• Work with Intermediary Sales to support account specific action plans to protect and grow business
• Provide Key Account support to overcome barriers and provide additional information to research teams
• Carry out competitor analysis
• Be a recognised point of contact with expertise on T&IOs strategic thinking market and investment views across our multi asset capabilities
• Work with CPM team to agree on messaging of important information and disclosure
• To ensure that ongoing training is undertaken to keep experience and knowledge relevant for the role
• Work with various third parties on the production of independent reports on Prudential multi asset funds
• Carry out various due diligence or RFP requests for our multi-asset fund ranges
• Help to encourage collaboration between T&IO teams ensuring that they are well aware of what is going on in all teams

Key Knowledge Skills & Experience:

• Experience and technical knowledge
• Attention to detail
• Great interpersonal skills
• Ability to embrace change
• Team player
• Client and delivery focused
• Good planning and organisational skills
• Effective problem solving skills

Qualifications:

• Investment Management Certificate (IMC)
• Ideally working towards CFA

Work level: Experienced Colleague

Location: London

Recruiter: Amy Curtis

Closing Date: 10/06/2025

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 needpleaselet usknow by contacting us at: