Portfolio Analyst
Portfolio Analyst
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Job Description
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.
Portfolio Analyst
The M&G Life & Investment Office (LIO) is responsible for the management of Prudential UKs With-Profits Annuity and Unit-Linked funds with more than 150bn of funds under works closely with the various asset management businesses within the M&G and other external managers to structure multi-asset portfolios aligned with the investment objectives of our clients.
The Multi Portfolio Analyst will work with other Portfolio Analysts and Portfolio Managers on the range of funds managed by the team. This is a great opportunity for someone with an understanding of/ interest in investment strategies and a strong proactive and flexible mindset who is looking to develop skills and experience within the Analyst role.
Note: this is a non SMCR role
Key Responsibilities for this role:
- Management of multi asset portfolios aiming to achieve client objectives while adhering to internal constraints/governance and relevant regulations
- Assist in the day-to-day management of the funds to ensure they meet their performance objectives within agreed risk tolerances
Key Duties include:
- Ensuring the portfolio is positioned in line with its strategic asset allocation
- Becoming expert in internal operational dynamics
- Working with the Long-Term Investment Strategy team to recommend and implement appropriate changes to strategic allocations
- Working with the Manager Oversight team to ensure underlying mandates are performing in line with their objectives
- Liaising with fund managers of underlying mandates to ensure that their portfolios are aligned with the overall strategy of the fund
- Team reporting to various stakeholders (client investment committees etc) on the performance and positioning of the portfolio
- Support distribution channel colleagues in their marketing and client-servicing activities as appropriate
- Producing management information and reporting on multi asset portfolios
- Working on Portfolio transition / other projects partnering with project teams and other L&IO teams to achieve launch and good customer outcomes.
- Ad hoc project work
- To work collaboratively with colleagues and take personal accountability to maintain and enhance controls you are responsible for to support improvement of the overall control environment customers outcomes and a reduction in M&Gs operational risk
Key Knowledge Skills & Experience:
- Demonstrable buy-side investment management experience
- Understanding of operational dynamics
- Understanding of investment strategies and instruments used in multi-asset portfolios
- Understanding of investment risk
- Analytical and quantitative skills
- Ability to manage projects to a successful conclusion
- Strong organizational skills (able to handle multiple priorities)
- Clear written and oral communication skills
- Highly motivated self-starter and team player
- Ability to build and sustain internal and external relationships
Location: London
Work Level: Experienced Colleague
Recruiter: Amy Curtis
Closing Date: 16/10/2025
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.
Ifyou need assistanceor an alternative means of applying for a role due to a disability or additional needpleaselet usknow by contacting us at:
Required Experience:
IC
Employment Type
Full-Time
