Investment Specialist

3 weeks ago

London, United Kingdom M&G plc Full time

At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities. To help us achieve our vision we’re looking for exceptional people who live our values of care and integrity and who can inspire others; embrace change; deliver results and keep it simple.

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.

The Role:
Investment Specialists are embedded in the Investment teams and work closely with the Fund Managers to articulate investment messages to internal and external clients. The role is designed to facilitate the growth of the business, in addition to the retention of existing assets under management.

Genuine interest in both investing in equities and sustainability is necessary for this role, previous working experience in these areas is not a prerequisite.

Key Responsibilities for this role:

- To develop an in-depth working knowledge of financial markets and companies, with a focus on stocks held by the impact and sustain Paris Aligned strategies.
- To have a firm understanding of the investment philosophy and process of both the Impact and the Paris Aligned strategies, as well as the drivers of performance, fund positioning and portfolio activity.
- To oversee the production of presentation materials for client meetings.
- To deliver on deadlines and manage expectations.
- To generate ideas and create new content.
- To establish strong relationships with stakeholders - from investment teams and sales teams to investment marketing, marketing, and press.
- To build credibility with fund managers and sales teams.

Key Knowledge, Skills & Experience:

- Knowledge of financial markets. IMC preferable, CFA over time.
- Knowledge of, or keen interest in, sustainability. CFA ESG certificate (or similar) preferable or over time.
- Knowledge of sustainability-related regulation (SFDR/SDR) and/or sustainability-related product labels (such as Febelfin) not a strict requirement, but clearly a plus.
- A background in equities with 2+ years of experience in Asset Management or equivalent in a relevant area
- Numerical and analytical skills - ability to respond to client demands.
- Written and verbal communication skills - ability to explain complex investment themes in simple language to a range of audiences.
- Messaging skills - ability to focus on key issues.
- Attention to detail - precision and rigour in the execution of tasks.
- Strong work ethic - an individual driven by results and achievements.
- Working knowledge of PowerPoint, Excel, and Word.
- Organisational skills - ability to manage a wide range of tasks and shifting priorities.
- Time management skills - ability to meet deadlines.
- Interpersonal skills - ability to build strong relationships with stakeholders.
- Proactive nature - ability to foresee future requirements and act accordingly.
- Self-starter - a dynamic individual who can work independently.
- Collaborator - ability to make a positive contribution to the vision of the Impact & Sustain Paris Aligned equity team and the investment specialists’ team.
- Foreign language skills - not a requirement, but clearly a plus.

Work Level: Experienced Colleague

Recruiter Name: Suzie Threlfall

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 or disability 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.

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