Associate Director - Investor Relations/Relationship Management

At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns.

Through our behaviours of 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.

The Role:

To lead the  Investor Relations team for one of M&G Real Estate’s market leading flagship  core open-ended real estate funds (“the Fund”). The Fund has grown to a substantial size and is continuing to grow therefore an exciting opportunity to lead Investor Relations.  This role has greater relationship responsibility rather than a purely client servicing role.     

To lead the relationship management of an external international institutional investor base and to support the Fund Management team.   

To support the global institutional distribution team, in relation to global institutional prospects in order to secure new business to assist in meeting capital raising targets for the Fund.

Key Responsibilities:

• Maintain a centre of investor relations  excellence for institutional investors and prospects in the Fund and to continue the exemplary standards already established as the lead senior investor relations contact
• Lead and oversee a team of two; effectively allocating resource to ensure standards are maintained and client expectations are met or exceeded. Ensure that all direct reports maintain their competency throughout the year and conduct appraisals with direct reports on an annual basis
• To manage the relationships for current and prospective investors, with full responsibility for all investor relations reports and materials on the Fund and to improve the knowledge of investors in the Fund
• Sign off and preparation of all investor comms and other related materials including but not limited to the Investor Quarterly Report,  Annual Report, INREV DDQs, INREV SDDS, RFP’s, pitch books, consultant databases and client queries to ensure they are produced on time and to the appropriate high quality
• To attend investor, consultant and prospect meetings to support fund management and present to investors, prospects and consultants
• Manage the annual programme for fund Investor Days to ensure high, consistent and sustainable standards are achieved
• To oversee on boarding and divestment from the Fund and facilitation of secondary trades for the institutional investors invested in the Fund
• Develop and maintain relationships with key internal and external contacts
• To ensure the needs of  investors are represented at all points throughout any future prospectus change process, led by product development, to ensure that the project runs smoothly and to time
• Oversee the management the investor/consultant side-letter process and ensure we remain in compliance with agreed terms
• To provide input into the creation of new products and assist with their marketing as required
• Keep up-to-date on Real Estate investment market and Real Estate equity products and developments
• Ensure existing and future service standards for M&G Real Estate institutional investors are shared with and understood by all required functional teams (Operations, Finance, Compliance, Business Development, Fund Management, M&G Design etc) to achieve required quality, accuracy, content, on time delivery etc
• Ensure all investor legal, tax and documentation related issues are appropriately documented.

Key Knowledge, Skills & Experience:

• Experience of an investor relationsrole within institutional fund management, preferably within the Real Estate sector
• Experience working with a diverse international investor base
• Experience of supervising and managing a team in a fast-paced environment
• A solid and current understanding of trends in the Real Estate investment and occupational markets
• A thorough working knowledge of best in class business practices relating to institutional investor relations functions
• Knowledge and understanding of the regulatory framework
• Ability to lead and influence
• Ability to articulate and present at a senior level to colleagues and investors
• Bachelor's Degree  and appropriately recognised professional qualification such as IMC or CFA and /or demonstrable track record and experience
• Familiarity with investments and accounting concepts and an  understanding of real estate strategies and property markets would be an advantage
• Excellent communication, writing and presentation skills
• Ability to work effectively as part of a team and individually when required
• Excellent interpersonal skills with an ability to communicate at all levels within the organisation and externally with investors
• Effective management of multiple tasks and competing priorities
• Good working knowledge of Microsoft Excel, Word and PowerPoint.

Work Level: Manager or Expert

Recruiter: Emily Northcott

We have a diverse workforce and an inclusive culture at M&G plc, 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 or disability 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.

We have a diverse workforce and an inclusive culture at M&G plc, 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.  Being a Disability Confident Leader means that candidates who meet the minimum criteria of a job, will be offered an interview if they 'opt in' to the scheme when applying. 

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: [email protected]