обновлено 8 дней назад
Assistant Investment Proposition Manager
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Assistant Investment Proposition Manager (Investment Funds and Financial Services): Supporting the management, governance, reporting and development of M&G Life investment propositions, including PruFund, smoothed/with-profits funds, unit-linked funds and OEICs with an accent on customer outcomes, regulatory alignment and accurate business-as-usual analysis. Focus on preparing governance materials, assessing fund and proposition performance, coordinating stakeholders, and tracking defined work packages within established frameworks.
Location: Stirling or Edinburgh, United Kingdom; hybrid with 2 days per week in the office
Company
M&G provides asset management, insurance, savings and investment solutions through its Asset Management and Life businesses.
What you will do
- Support the ongoing management and development of retail investment propositions, including PruFund, smoothed/with-profits funds, unit-linked funds and OEICs.
- Deliver business-as-usual analysis, reporting, documentation, action tracking and proposition maintenance.
- Support reviews of fund performance, customer outcomes, risks, regulatory developments and market or competitor changes.
- Prepare governance papers, meeting packs, management information, decision records and action logs.
- Coordinate inputs from investment, product, operational and external stakeholders, tracking dependencies and delivery actions.
- Support proposition changes, fund reviews, governance activities and improvements to processes, controls and management information.
Requirements
- Experience in financial services, ideally in investment propositions, life and pensions, funds, product, operations or investment governance.
- Understanding of investment funds and their use in life, pension or retail investment propositions.
- Awareness of smoothed/with-profits funds, unit-linked funds and collective investments, or the ability to develop this knowledge quickly.
- Strong Microsoft Office and Excel skills, analytical ability and experience producing accurate outputs, including the use of AI.
- Strong written and verbal communication, organisation, prioritisation, collaboration and stakeholder-management skills.
- Customer-focused and risk-aware approach, with confidence to raise questions and escalate concerns.
Nice to have
- Knowledge of PruFund, UK retail adviser markets, unit-linked life and pension funds, OEICs or other unitised collective investments.
- Awareness of FCA regulation, Consumer Duty, product governance, fund governance or risk-management frameworks.
- Experience supporting proposition change, fund reviews, governance committees, distribution activity or third-party delivery.
- Working towards, or willingness to work towards, a relevant qualification such as the Investment Management Certificate.
Culture & Benefits
- Flexible working arrangements and workplace adjustments are available.
- Pension scheme of up to 18%, including employer contributions.
- Share Save and Share Incentive Plan, financial wellbeing support and related services.
- 38 days of annual leave including bank holidays, with the option to purchase up to five additional days.
- Private healthcare, critical illness cover, life assurance and family coverage options.
- Paid parental leave and support through the Inspiring Families policy.
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