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Investment Partnership Relationship Analyst

M&G · Bath
// classified as
Other (Adjacent or hard to classify.)
posted
1d ago
location
Bath
languages
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tools
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> description

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.

Key Work Level Accountabilities:              

  • Oversee contractual arrangements with investment partners, DFMs and bond providers
  • Lead commercial governance of investment partner relationships
  • Review and approve non-standard investment assets prior to onboarding
  • Monitor delivery against onboarding commitments and expected platform flows
  • Maintain effective oversight of AML and due diligence activities relating to offshore assets
  • Ensure investment partner relationships support good customer outcomes and platform strategy
  • Maintain audit-ready evidence of onboarding decisions, monitoring activities and relationship governance
  • Provide challenge and escalation where contractual expectations or commercial assumptions are not being met

Key Responsibilities for this role:

Investment Partnership Oversight

  • Act as relationship lead for DFMs, fund managers and bond providers
  • Maintain regular governance and relationship reviews with investment partners
  • Monitor service quality and responsiveness of investment partners
  • Escalate relationship concerns and drive resolution activities
  • Ensure investment partnerships remain aligned to strategic objectives

Contractual Governance

  • Own oversight of contractual agreements and amendments relating to investment partnerships
  • Lead review and challenge of contractual changes
  • Coordinate with Legal and Procurement on contract updates
  • Ensure contractual obligations, service expectations and commercial arrangements remain appropriate
  • Maintain contractual inventories and governance records

Fund Onboarding Governance

  • Review onboarding recommendations provided by SS&C
  • Approve onboarding of non-standard assets prior to implementation
  • Ensure proposed assets align with platform onboarding criteria and risk appetite
  • Challenge onboarding proposals where asset suitability is unclear
  • Maintain evidence of onboarding decisions and approvals

Fund Monitoring & Commercial Oversight

  • Monitor funds introduced onto the platform through investment partnerships
  • Track actual flows against onboarding assumptions and expected commercial benefits
  • Challenge investment partners where anticipated flows do not materialise
  • Conduct periodic reviews of underutilised or dormant assets
  • Recommend asset offboarding where there is insufficient justification for continued platform support
  • Escalate material commercial or proposition concerns

AML & Due Diligence Oversight

  • Review AML and due diligence documentation relating to offshore assets and investment partners
  • Ensure documentation is complete and meets internal standards
  • Challenge deficiencies and coordinate remediation
  • Support compliance with platform onboarding requirements and TPRM expectations
  • Maintain oversight records and approval evidence

EMT & Investment Data Oversight

  • Oversee receipt and review of EMT information
  • Escalate data quality issues and tolerance breaches
  • Support fair value assessments and associated reporting requirements
  • Ensure investment partner information remains accurate and complete

Governance, MI & Escalation

  • Produce relationship and commercial oversight MI
  • Maintain onboarding, relationship and monitoring dashboards
  • Present relationship updates to governance forums
  • Track actions and remediation activities through to completion
  • Escalate emerging commercial, operational or customer outcome risks

Customer, Conduct & Consumer Duty Expectations

  • Ensure investment partnerships support delivery of good customer outcomes
  • Consider customer value and suitability when reviewing onboarding proposals
  • Escalate risks arising from poor asset performance, lack of utilisation or inadequate partner support
  • Support fair value assessments through effective oversight of partner relationships and data quality
  • Ensure customer impact is considered during onboarding and offboarding decisions

Evidence & Assurance Expectations

  • Maintain onboarding approval records
  • Maintain contractual amendment and governance logs
  • Maintain fund monitoring and utilisation reviews
  • Maintain AML and due diligence review evidence
  • Maintain relationship governance packs and meeting records
  • Maintain documented challenge and escalation outcomes
  • Ensure all records are audit and regulator ready

Key Knowledge, Skills & Experience

Knowledge

  • Investment platforms and investment operations
  • Fund onboarding processes
  • Fund manager, DFM and bond-provider operating models
  • Third Party Risk Management frameworks
  • Consumer Duty and customer outcome considerations
  • AML and due diligence processes

Skills

  • Commercial judgement
  • Contract review and negotiation support
  • Relationship management
  • Analytical and data-driven decision making
  • Strong challenge and influencing skills
  • Governance and documentation discipline

Experience

  • Significant experience working with investment products, fund managers, DFMs or platform propositions
  • Experience managing commercial or investment partner relationships
  • Experience reviewing complex onboarding proposals and investment structures
  • Experience operating within a regulated financial services environment
  • Comfortable engaging with senior stakeholders internally and externally

What we offer:

At M&G, we’re 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. 

If you need assistance or an alternative means of applying for a role due to a disability or additional need, please let us know by contacting us at: careers@mandg.com

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