The posting
At M&G, 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 offer workplace adjustments to ensure you have the support you need to succeed in your role.
The Role
This role is for a Presentation Content Executive who will be responsible for producing standard public and private market presentation materials for Client, Investment Consultant and Business Development meetings.
Key Responsibilities
- Production of bespoke presentations / pitch and client servicing books, interpreting a wide range of briefs, whilst keeping to corporate guidelines.
- Strong design/visual communication skills.
- Source statistics such as fund performance, holdings information, prices, risk statistics, etc. from our Client Reporting teams as well as Investment teams
- Develop strong working relationships and maintain regular contact with key internal clients, and all stakeholders.
- Manage multiple presentation projects simultaneously, adhering to deadlines and maintaining high standards of quality
- Ensure consistency and maintenance of M&G’s brand internally and externally
- Stay abreast of best practice and competitors to make informed recommendations to enhance M&G’s pitchbooks
- Develop, deliver and maintain presentation materials in partnership with Marketing, Sales and Investment teams to ensure messaging is accurate, consistent and clear
- Manage own workload and provide feedback to stakeholders on job progress and delivery
- Work within Salesforce to create presentations as briefed
- Act in accordance with the FCA's Treating Customers Fairly principles at all times.
- Adhere to Compliance requirements (including FCA rules, and internal procedures)
- Manage risk within area of responsibility in order to mitigate errors and breaches
- Actively work with Compliance to keep up to date with changes covering all communications
- Maintain good relationships with Sales, Investment Specialists, Investment Managers and other functions including Performance, Risk Management, RFP and databases
- Providing a quality service or product to stakeholders, using skills/experience built through practical experience and training
- Work within established frameworks and procedures
- Deliver outputs that are clearly defined, using discretion over how to achieve them
- Make suggestions for improvements to their output
Key Knowledge, Skills & Behaviours
- Excellent planning, organisation and time management skills, with strong attention to detail and the ability to effectively prioritise competing demands.
- Proven ability to work calmly and efficiently under pressure, managing tight deadlines and responding to changing priorities and last-minute requests.
- Strong interpersonal, communication and influencing skills, with the ability to build and maintain effective relationships with a wide range of stakeholders.
- Highly motivated, proactive and solution-oriented, demonstrating sound judgement and a positive, flexible approach to work.
- Strong problem-solving capabilities, with the ability to assess situations, identify practical solutions and adapt approach as required.
- Excellent written and verbal communication skills, including the ability to create high-quality presentation materials and communicate complex information clearly.
- Advanced proficiency in Microsoft Office applications, particularly PowerPoint, Excel, Word and Outlook.
- Strong data analysis and manipulation skills, including experience producing charts, reports and presentation content using data from multiple sources.
- Experience using market data platforms such as Bloomberg, Refinitiv and Datastream.
- Extensive experience creating and designing professional presentation materials for internal and external audiences.
- Good understanding of the asset management industry and investment products.
- Experience working with institutional clients, funds or investment teams would be advantageous.
- Demonstrated ability to quickly learn new skills, systems and processes and apply them effectively in a dynamic environment.
- Highly developed stakeholder management skills, with the ability to adapt communication style to different audiences and situations.
Work Level: Experienced Colleague
Recruiter: Hannah Curtis
What we offer:
We’re dedicated to supporting your wellbeing and helping you thrive, both at work and beyond. Our benefits are designed to help you balance your professional and personal life, and financially plan for the future. Our UK benefits include:
- A valuable pension scheme of up to 18% (13% made up of employer contributions and 5% employee contributions).
- Access to our Share Save and Share Incentive Plan, alongside 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 five extra days. Our Time Off When You Need It policy gives you the flexibility - to balance work and personal commitments.
- Our market-leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - because supporting families is an important part of our inclusive culture.
- Health & Protection cover includes Private Healthcare, Critical Illness cover and Life Assurance for you, with additional family options - for peace of mind.
To explore more about life at M&G and our full benefits offering, visit Life at M&G
At M&G we strive to have a diverse workforce and an inclusive culture, underpinned by our policies and employee-led networks that offer networking, support and development opportunities for the diverse communities our colleagues represent. We welcome applications from people of all backgrounds – across gender, ethnicity, age, disability, sexual orientation and more – including neurodivergent individuals, career returners and those with military service experience.
M&G is proud to be Level 3: Disability Confident Leader under the UK Government Disability Confident employer scheme, and we welcome applications from candidates with disabilities and long-term health conditions. If you would like to participate in the initiative, you will have the opportunity to indicate this on your application.
We are committed to providing an inclusive recruitment process. All candidates have the opportunity to request reasonable adjustments when applying. If you need any additional support at any stage, please contact us at: [email protected]
