Institutional Client Associate

Overview

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.

Competencies & Personal Attributes

• Tenacity and strong planning, co-ordinating skills.
• Self-motivation and ability to maintain high levels of productivity.
• Strong analytical ability.
• Strong time management skills.
• An ability to independently build strong working relationships with colleagues and clients.
• Strong analytical ability and productivity.
• Commitment to continuous learning and innovative thinking.