Associate Financials Analyst

CFA Institute; City Of London; Hybrid; GBP 45,000 - 55,000; Full time

Job summary

A leading financial services firm in London seeks an Associate Financials Research Analyst. This role involves providing analytical support to senior analysts, utilizing programming and data analysis to enhance research efficiency. Ideal candidates should possess strong analytical and organizational skills, with a background in finance. The company offers a comprehensive benefits package and a commitment to a diverse workforce.

Benefits

Pension scheme of 18%

38 days annual leave

Comprehensive parental leave

Private Healthcare

Qualifications

• Strong analytical mindset and mathematical skills.
• Experience within financial services.
• A proactive approach to analysing complex financial data.

Responsibilities

• Learn to analyse financial institutions and bond documents.
• Assist in the collection and analysis of financial data.
• Collaborate with other teams to ensure smooth information flow.

Skills

Analytical mindset

Mathematical skills

PC skills (Excel/Word/PowerPoint)

Knowledge of accounting and financial reporting

Proactive problem-solving

Organizational skills

Effective communication

Motivation to learn financial analysis

Collaboration

Education

Degree in relevant subject

Tools

Programming skills (e.g., VBA, Python, SQL)

Job description

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 also offer work place accommodations to ensure you have what you need to effectively deliver in your role.

The Role:

The Associate Financials Research Analyst will join the Financials Credit Research Team—a group of seven professionals covering fixed income and hybrid debt issued by banks, insurers, and other financial institutions globally. This role is designed to provide high‑quality analytical and operational support to senior analysts, with a strong emphasis on leveraging technology and data to enhance research efficiency and insight. The successful candidate will also have the opportunity to develop fundamental credit analysis skills, with the medium‑term goal of assuming coverage responsibility for a defined set of credits.

Key Responsibilities:

• Learn to analyse financial institutions and bond documents, both from fundamental and relative value perspectives. Over time, take responsibility for covering a defined set of credits in the Financials sector.
• Assist in the collection, cleaning, and analysis of financial and market data to support investment decisions. Develop and maintain analysis and monitoring tools, and support senior analysts by preparing data‑driven insights and assisting with credit monitoring and evaluation.
• Administer research management systems (RMS) and data to ensure accuracy of team data and reporting. Use programming and business analytics to streamline workflows and improve team productivity.
• Collaborate with other teams (e.g., portfolio management, risk, operations) to ensure smooth information flow and process alignment.
• Help prepare materials for investment meetings, including summaries of issuer developments and thematic research.

Key Skills, Experience & Knowledge:

• Strong analytical mindset and mathematical skills, with the ability to think and solve problems algorithmically.
• Experience within financial services
• PC skills – strong Excel/Word/PowerPoint proficiency
• Knowledge of accounting and financial reporting (academic or work experience)
• A proactive approach to analysing complex financial data and using technology to deliver solutions and drive efficiency
• Strong organization skills and a high level of accuracy and attention to detail
• Ability to manage own workload, prioritise tasks without direct supervision, and communicate effectively to team members
• Motivation and initiative to learn financials credit analysis, investment analysis, and about fixed‑income markets in general.
• Technical skills: intermediate knowledge of at least one programming language (e.g., VBA, Python, Java, C#, SQL etc.) to support data analysis, automation and tool development.
• A collaborative nature with a willingness to support team‑wide initiatives and contribute to a positive working environment.
• Degree level or equivalent in relevant subject
• Candidate should be seeking or willing to attain additional qualifications (e.g., CFA, ACA, IMC)
• Programming and/or data‑management skills: as noted above (any programming language or analysis tool)

Recruiter:

Hannah Curtis

Work Level

Colleague

What we offer:

At M&G, we’re committed to helping you thrive and supporting your wellbeing, both at work and beyond. Our benefits are designed to help you balance your professional and personal life, while planning confidently for your future. Our UK benefits include:

• As a savings and Investments firm we are proud to offer a valuable pension scheme of 18%, with 13% made up of Employer Contributions and 5% Employee Contributions. We also offer Share Save and our Share Incentive Plan, together with access to 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 5 extra days and additional flexibility through our Time Off When You Need It policy – to balance your work and personal commitments.
• Our market leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave – as supporting families is a core aspect of our inclusive culture.
• Health & Protection cover including Private Healthcare, Critical Illness cover and Life Assurance for you, with family options – for peace of mind.

To explore more about life at M&G and our full benefits offering, visit Life at M&G

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

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: [e-mail]