Investment Analyst Associate – Royalties and Asset-Based Equity

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

About the Role

M&Gs Royalties and Asset-Based Equity team within our Structured Finance business is seeking a highcalibre Investment Analyst / Associate to join our team.
This is an opportunity to become part of a growing team responsible for sourcing structuring and managing assetbased equity investments both directly and through dedicated investment platforms.

The portfolio currently exceeds $2bn of assets under management with exposure across a diverse range of asset classes including royalties aviation leasing real estate lending agriculture and mortgage servicing rights. With new strategies launching this role offers the opportunity to play a meaningful part in the continued growth and evolution of the platform.

Role Purpose

The successful candidate will support the team across the full investment lifecycle from origination and analysis to execution portfolio management and ongoing monitoring.

Key Responsibilities

Support origination activities including screening new opportunities and preparing initial investment assessments
Conduct financial commercial legal and structural due diligence on prospective investments
Manage and coordinate due diligence providers and external advisers
Draft and contribute to investment papers and materials for Investment Committee approval
Build and maintain financial models including scenario and sensitivity analysis across both equity and debt structures
Research markets asset classes and sectors to support investment theses and strategy development
Collaborate with internal stakeholders and external advisers (legal tax technical financial)
Assist in reviewing transaction documentation and support transaction execution
Maintain robust documentation controls and audit trails in line with M&G governance standards
Support marketing and fundraising activities for new funds or strategies as required
Contribute to ongoing portfolio monitoring performance analysis and reporting

Skills Experience and Qualifications

Experience

Relevant experience gained in:

Buyside investment analysis

Investment banking (structured finance leveraged finance DCM or similar)

Private credit private equity or real assets investment

Experience within structured finance royalties and assetbased investing or fund investments is advantageous.

Skills & Capabilities

Strong financial analysis and modelling skills
Experience in investment and commercial due diligence
High attention to detail and the ability to synthesise complex information
Excellent written and verbal communication skills
Ability to work independently while contributing to a collaborative team environment
Wellorganised and proactive with the capacity to manage multiple workstreams simultaneously
Strong analytical judgement and a commercial riskaware mindset

Qualifications

Degree or equivalent qualification in finance economics accounting engineering or a related discipline
Professional qualifications (e.g. CFA) are advantageous but not essential

What We Offer

Exposure to a broad range of assetbased investment strategies and structures
Handson involvement across the full deal lifecycle
Opportunity to work within a highperforming and growing private markets platform
Clear development pathway within structured finance and assetbased investing
A collaborative culture that values integrity accountability and longterm thinking

What we offer:

At M&G were committed to helping you thrive and supporting your wellbeing both at work and beyond. Our benefits are designed to help you balance your professional and personal life while planning confidently for your future. Our UK benefits include:

• As a savings and Investments firm we are proud to offer a valuable pension scheme of 18% with 13% made up of Employer Contributions and 5% Employee Contributions. We also offer Share Save and our Share Incentive Plan together with access to financial wellbeing and support services - to help give you real confidence to put your money to work.

• Enjoy 38 days annual leave including bank holidays with the opportunity to purchase up to 5 extra days and additional flexibility through our Time Off When You Need It policy to balance your work and personal commitments.

• Our market leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity adoption surrogacy and paternity leave - as supporting families is a core aspect of our inclusive culture.

• Health & Protection cover including Private Healthcare Critical Illness cover and Life Assurance for you with family options - for peace of mind.

To explore more about life at M&G and our full benefits offering visit Life at M&G

We have a diverse workforce and an inclusive culture at M&G 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.

Ifyou need assistanceor an alternative means of applying for a role due to a disability or additional needpleaselet usknow by contacting us at: