Senior Associate

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.

The key objective of this role is to value-add to the business by:

- Reporting and maintaining up-to-date portfolio information with initiative to improve existing and if necessary, create robust reporting systems to cater to business needs
- Managing and coordinating stakeholders through investment transactions and reporting, with the ability to establish the right context for different audience
- Performing portfolio analysis and scenario planning to support opportunities to grow the real estate mandate via direct and indirect opportunities

Key Responsibilities for this role:
Portfolio Reporting
- Maintain portfolio database and deliver monthly / quarterly finance reports to internal and external stakeholders
- Manage, coordinate and deliver quarterly investment reports to clients
- Coordinate and distil key messages for direct real estate investment portfolio reporting
- Monitor and identify risk metrics against investment mandate and strategy

Transaction Management
- Lead to process transactions once relevant approvals are obtained - communicate clear timeline and deliverables to business units
- Track key investment parameters against investment committee approval
- Process investee fund level corporate actions

Client Relationship Management
- Support the Fund Manager/ Portfolio Manager to maintain and grow critical relationships with existing and potential investors through supporting information needs and portfolio analytics

Key Knowledge, Skills & Experience:

- Masters / Bachelor’s Degree / in relevant area of study including Finance, Real Estate Management
- Minimum 7 years of relevant experience. Prior real estate acquisitions or fund and portfolio management role is preferred
- Demonstratable ability to lead and project manage
- A self-motivated team player who is meticulous, resourceful, and flexible, detailed oriented, organized and able to learn quickly
- Strong written and verbal communication skills with excellent stakeholder management skills and the ability to interact well with different functions and levels
- Lateral thinker, inquisitive, openness to new ideas
- The ability to multi-task and work in fast paced, dynamic and rapidly changing environment
- Superior analytical, presentation and problem-solving skills
- A candid, open-minded and straightforward communication style in dealings with others
- A team player with ability to interact and contribute to a small team and willing to coach and develop the junior members of the team

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.