A vacancy has arisen for an Institutional Client Associate at M&G Investments. This role involves supporting client-facing colleagues through effectively servicing and growing the institutional client base. It encompasses a broad range of functions, including developing existing business relationships, managing client visits, monthly and quarterly client reporting, event and bulk communications target lists, responding to ad hoc client queries and working closely with the Institutional team to execute the business strategy. The successful candidate will foster collaboration, transparency, and continuous improvement within the team and will report to the Client Associate Manager.
Key Responsibilities
- Provide general support to client-facing team members in managing and servicing clients, including maintaining relationships across an allocated panel of clients.
- Manage and resolve client and/or consultant queries timeously and efficiently.
- Continuous engagement within the team to manage client deliverables.
- Produce monthly and quarterly portfolio reports and commentary for clients.
- Oversight of the completion and review of due diligence questionnaires for existing and potential clients.
- Collaborate with the investment team to position and gather feedback for client requests.
- Coordinate client due-diligence visits and report-backs, including agenda development and securing presenters.
- Ensure timely completion and alignment of internal processes across Legal, Investment, Operations, Compliance, and Transitions teams.
- Coordination and management of the new client take-on process.
- Develop and maintain a range of monthly and quarterly distribution channel reports covering the institutional market on client flows, AUM, fees, etc.
- Development and maintenance of legal and fee agreements.
- Managing electronic bulk email communication, including target list for events.
- Maintenance and management of all client data in line with POPIA (CRM database and network files), ensuring high levels of data integrity.
- Analyse client funds/portfolios to identify new business opportunities and flag risks to client retention.
- Analyse competitor and client activities to facilitate the development of strategic and tactical initiatives to retain and grow assets under management – flows, products, fees, performance, distribution, etc.
- Support with managing information reporting as and when required.
- Analysis of global industry-specific trends and development of report highlighting key findings.
- Assist with ad-hoc projects.
Attributes, Qualifications, Skills & Experience
- Minimum degree in finance or related field with an understanding of investment markets (CFA level 1, or Honours degree will be an advantage).
- Minimum 3 years of relevant experience in asset management with an understanding of the institutional market segment and stakeholders.
- Passion for project management and seeking effectiveness in client excellence.
- Solid understanding of investment products and the institutional landscape.
- Tenacity and strong planning, coordinating skills.
- Self-motivation and ability to maintain high levels of productivity.
- Strong analytical ability.
- An ability to independently build strong working relationships with colleagues and clients.
- Commitment to continuous learning and innovative thinking.
Contract type
Permanent
Location
Cape Town
Published Date
2024-09-13
Application Deadline
2024-11-30
We're focused on investment excellence.
M&G Investments is a global asset manager with operations in 28 countries, over 5.5 million retail clients and R8 trillion in assets under management and administration. We are also one of South Africa’s top 10 asset managers, with over R310 billion in assets under management. For over 30 years we have built up an admirable local track record for delivering consistently strong performance over time. Our aim is to help our clients achieve their financial goals, whether investing towards their first house, their children’s education, or making sure that they have enough funds to retire comfortably. We work closely with experts across M&G plc’s worldwide operations to bring clients access to the latest technology, investment ideas and research. We incorporate sustainable thinking in everything we do, from the way we run our business to the impact we have on the planet and our 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’re looking for people who will enjoy the challenge of working in an ambitious business that’s set on transforming the industry.
We are building a diverse and inclusive environment where everyone can thrive. In order to meet the objectives set in our Employment Equity plan, preference may be given to suitably qualified candidates from designated groups.
#J-18808-Ljbffr
