Portfolio Manager - Multi-Assets - Paris

M&G FA Limited (France Investments, France) Publié il y a 1 jour

At M&G our vision is: to become the best loved and most successful savings and investment business and we’re looking for people who are excited about joining us on our journey. We’re digitally transforming and investing heavily in technology and innovation to develop new and improved customer propositions that really raise the bar for our customers. To help us achieve our vision we’re looking for exceptional people who live our values and behaviours and who can inspire others; embrace change; deliver results and keep it simple.

We know that an inclusive environment makes us more accessible and ensures we attract, engage, promote and retain exceptional people. We welcome applications from all individuals regardless of age, gender/gender identity, sexual orientation, ethnicity/nationality, disability, or military service and welcome those who have taken career breaks. We will consider flexible working arrangements or home working arrangements for any of our roles.


What you can expect from us:
We are committed to creating an environment where you can be exceptional at all you do. To help us deliver this, we promise to:

  • Challenge Your Limits by creating a stimulating working environment and providing opportunities for you to be involved in meaningful and challenging work
  • Support Your Aspirations with a commitment to learning and development that helps you achieve and build your experience with people who want you to succeed
  • Value Your Input whereby leaders and managers will involve you in key decisions, listen to your thoughts and recognise the important contribution you make
  • Balance Your Life through a work life partnership that focuses on making this an inclusive, diverse and friendly place to work and offers the flexibility and support that enables everyone to be at their best

How do we support our employees:

All M&G plc employees will be supported in the workplace through our LifeWorks employee assistance programme which is run by Canada Life. If you need counselling, confidential financial or legal advice. The service is available 24 hours a day, 365 days a year and offers access to qualified professionals who can provide specialist information, advice and support on many issues. It offers a broad range of services, including help with family issues, maintaining work/life balance and mental health support.

The Role:

M&G Prudential Group is a global asset manager, headquartered in the UK. The Group has leading capabilities in all areas of active fund management including Multi Asset, Public Debt and Private Assets. The Group’s focus is acting as a trusted partner and adviser to a diversified client base across institutional, wholesale and retail clients and in different geographies. Solutions, the provision of defined outcome and structure, has become central to this role and the successful growth of the business over the past 10 years, firstly through a number of hugely popular funds and more recently through the development of more bespoke and client specific mandates. In order to continue to manage existing mandates from EU based-clients, as well as attract new ones post-Brexit, new investment-focused roles are being created in Europe. The Investment Manager – Multi-Asset/Investment Solutions will lead an a team and be responsible for M&G’s investment and solutions activity for EU clients. The location of the role will be in Paris with regular travel expected across Continental Europe.

Principal Responsibilities:

Decision making in the role of portfolio manager around implementation of investment decisions and managing portfolios to their targets. This will include setting the appropriate asset allocations for clients, as well as overseeing the transfer of investment recommendations to clients. Responsible for agreeing investment objectives with client, as well as appropriate portfolio risk controls and ensuring that mandates are managed to these on an on-going basis. Serve as a senior representative of the Investment Solutions team in meetings with EU intermediary, institutional investors (clients and prospects), consultants, and internal colleagues. Develop a clear understanding of the particular needs and interests of investors for investment solutions. Promote the investment capabilities of M&G via a consultative, solutions-oriented approach consistent with the mandate of Investment Solutions. Support the gathering and retention of AUM for off-the-shelf solutions as well as customized strategies by working closely with both investment and distribution teams. Line management and oversight of junior team members including overseeing the investment advice they provide to clients. Maintain in-depth knowledge of investment solutions that encompass Asset Allocation, Fixed Income and Equity investment strategies. Attend investment meetings, read research reports, utilize information services, etc. to maintain knowledge base required to successfully represent the capabilities of M&G and the strategic initiatives of Multi-Asset Solutions. Support the development of presentation/communication/marketing materials, RFP content, etc. used in support of multi-asset solutions opportunities. Activities will require extensive interactions and coordination with Solutions colleagues, Asset Allocation associates, portfolio managers, portfolio specialists, other investment professionals, and distribution associates. Advance the reputation and market awareness of M&G, both globally as well as in-region, via thought leadership, including: white papers, industry journals, conferences and symposiums. Serve as an external contact for multi-asset & solutions mandates implemented for clients  using experience in investment risk and portfolio management. Support the servicing of relationships via close interaction with a wide range of M&G staff, including portfolio managers, portfolio specialists, operations staff, and other staff responsible for producing and delivering content to internal and external audiences. Build close partnerships with key internal staff, most notably regional distribution associates responsible for prospect and client development. Provide multi-asset solutions training to internal staff in one-on-one or group settings as appropriate. Responsible for monitoring potential breaches in "limits" (e.g. regulatory rules, IMAs and investment objectives) and ensuring the escalation all operational concerns to senior management (including, but not exclusively relating to conflicts, TCF, breaches, errors, suspicious trading activities etc.). Ensuring that actions are in accordance with M&G’s Business Principles and with the Regulator’s principles on good conduct and market integrity. Ensure that actions are in the best interests of customers and that they are treated fairly and that proper standards of market conduct are observed. Act with integrity and with due care, skill and diligence. Ensuring that all regulatory requirements are fulfilled, including timely completion of all regulatory training and declarations. Responsible for monitoring of the investment outcomes of the client mandates managed.

Qualifications:

  • A minimum requirement of an undergraduate degree from an accredited institution and at least 10 years of relevant work experience.

  • Strong preference for experience in the design, construction and management of multi-asset strategies to wholesale intermediary, insurance and pension clients.

  • Strong knowledge of the market opportunities and drivers for partnerships and solutions across intermediary, pension and insurance segments including client demand, regulatory requirements and technology developments.

  • CFA, IMC or equivalent qualification and FCA approval required.

  • Must have a passion for the investment business with a deep understanding of investment concepts and have a strong working knowledge of investment strategies and tactics.

  • Strong oral and written communication skills; ability to present complex concepts to a wide range of audiences in a consultative, solutions-focused manner.

  • Exceptional relationship and interpersonal skills with ability to interact well with portfolio managers, portfolio specialists, quantitative analysts, sales and client service professionals, and institutional clients and consultants.

  • Energized by the opportunity to be a senior representative of a strategically important global initiative.

  • Highly motivated self-starter that works with colleagues, and other teams in a collaborative manner.

  • Possess a high level of personal integrity and a passion for achieving competitive results.

  • Ability to travel, including international.

Key Controls:

  • Matters relating to oversight and control of the investment management process are addressed at the appropriate oversight forum.

  • Consideration is given at this meeting to any significant findings from senior managers from the attending Investment Teams, Controls & Assurance, Audit, Risk and Compliance in relation to investment activities (which range from control failures, incidents, risks and conflicts etc.)

  • Oversight meetings are held for mandates where client, construction, performance or portfolio risk issues exist.

  • Breaches of internal guidelines, IMAs or regulatory guidelines are reported in line with escalation procedures and at Oversight meetings.

We live by four behaviours at M&G and we ask all our employees to:

  • Inspire Others - Support and encourage each other, creating an environment where everyone can contribute and succeed
  • Embrace Change - Be open to change, willing to be challenged and able to adapt quickly and imaginatively to new ideas
  • Deliver Results - Focus on outcomes, set high standards and deliver with energy and determination
  • Keep it Simple - Cut through complexity and bureaucracy, be clear and decisive and never overcomplicate things

Portfolio Manager - Multi-Assets - Paris

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