Fund Governance, Associate - Real Estate

M&G plc; Greater London; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Pension scheme up to 18%

Share Save & Share Incentive Plan

38 days annual leave + buy extra days

Time Off When You Need It policy

Private Healthcare

Job summary

M&G plc in London seeks a Fund Governance Associate to deliver fund administration, governance and company secretarial services across real estate fund and corporate structures.

You will coordinate board packs, minutes, filings and governance processes, support transactions and due diligence, and guide junior team members to ensure timely delivery in a fast-paced environment.

Qualifications

• Experience in fund administration, governance, company secretarial or corporate services.
• Experience supporting alternative investment structures (real estate, infra, private equity or private debt funds).
• Experience supporting boards, governance processes and entity administration.
• Experience supporting investment transactions and due diligence.
• Familiarity with KYC, AML and entity administration processes.

Responsibilities

• Coordinate document execution, signing and governance requirements.
• Coordinate board and committee meetings and distribute materials.
• Produce accurate board minutes and written resolutions.
• Monitor governance deliverables and maintain statutory records.
• Support day-to-day administration of fund and entity structures (LPs, GPs, SPVs).
• Assist acquisitions, disposals, restructurings and other real estate transactions.
• Coordinate KYC and due diligence requests; manage relationships with directors and advisers.

Skills

Ownership of tasks

Proactive communication

Independent problem solving

Flexibility in priorities

Team collaboration

Willingness to learn

Education

Chartered Secretaries Qualifying Scheme (towards)

Degree in financial services / business / law / real estate

Tools

Companies House filings

Job description

The Role:

The Fund Governance, Associate is involved in the delivery of fund administration, governance and company secretarial services across a portfolio of real estate fund and corporate structures. The role will develop knowledge of fund governance requirements within an asset management environment.

You will be responsible for progressing governance and administrative activities across allocated structures, managing day-to-day priorities and supporting the coordination of transactional and strategic initiatives. The role provides practical guidance and support to less experienced team members and is proactive in identifying governance and administration matters requiring the teams attention.

The role combines traditional company secretarial responsibilities with broader fund administration activities, supporting effective governance, accurate record keeping, document execution, efficient information flows and timely delivery of portfolio requirements.

This role would particularly suit individuals with experience gained within a fund administrator, corporate services provider or similar financial services environment supporting alternative investment structures, including real estate, infrastructure, private equity or private debt funds.

Candidates should have experience administering fund structures, which includes limited partnerships, general partners, holding companies and SPVs.

What We’re Looking For:

Successful candidates are required to demonstrate the following behaviours:

• Take ownership of tasks and drive matters through to completion.
• Communicate proactively, providing regular updates, highlighting issues and raising questions, where appropriate.
• Use experience and judgement to investigate matters, identify solutions and progress work independently, where possible.
• Take a practical and solutions-focused approach to problem solving. Utilise experience and team experience to ensure team processes are aligned with industry best practice.
• Demonstrate flexibility in managing priorities, particularly during busy periods of transaction activity.
• Be willing to learn, develop and continuously build technical and commercial knowledge.
• Work collaboratively with colleagues and stakeholders whilst remaining accountable for their own deliverables.

Key Responsibilities:

Governance and Board Administration

• Coordinate document execution activities across allocated structures, including managing signing requirements, liaising with signatories, tracking completion and developing sufficient understanding of underlying transactions and governance requirements to support the execution process.
• Coordinate board and committee meetings across allocated structures.
• Co-ordinate, prepare and distribute board packs, governance documentation and meeting materials.
• Produce accurate board minutes, written resolutions and maintain full governance records.
• Monitor actions arising from relevant meetings and ensure completion of governance deliverables.
• Maintain full and accurate statutory records, governance registers and corporate calendars.

Fund and Entity Administration

• Support the day-to-day administration of real estate fund and corporate structures, including LPs, GPs and SPVs.
• Monitor governance deadlines and proactively progress actions arising from portfolio activity.
• Maintain accurate entity information, statutory records and governance data, in relevant systems.
• Coordinate statutory and regulatory filings, including Companies House requirements.

Transactions and Structural Changes

• Support acquisitions, disposals, refinancings, restructurings and other real estate transactions from a fund governance perspective.
• Coordinate governance approvals, execution requirements and stakeholder actions.
• Support the launch, reorganisation and wind-up of structures.
• Liaise with internal and external stakeholders to ensure governance and associated administration deliverables are completed accurately and on time.

Due Diligence and Stakeholder Management

• Coordinate KYC and due diligence requests relating to allocated structures.
• Build effective relationships with directors, service providers, legal advisers and internal stakeholders.
• Act as an operational contact for routine governance and administration matters.
• Escalate complex, unusual or judgement-based matters where appropriate.

Continuous Improvement and Team Contribution

• Support governance, administration and document management improvement initiatives.
• Share knowledge and practical experience with other team members.
• Contribute to the development of procedures, controls and working practices.

Knowledge, Skills and Experience:

• Experience within fund administration, fund governance, company secretarial or corporate services environments.
• Experience supporting alternative investment structures, including real estate, infrastructure, private equity or private debt funds is essential.
• Experience supporting boards and governance processes, including board packs, minutes and entity administration is essential.
• Experience supporting investment transactions, due diligence activities and corporate actions is essential.
• Familiarity with KYC, AML and entity administration processes.

Qualifications:

• Relevant professional qualification, or active progression towards completion of Chartered Secretaries Qualifying Scheme via Charted Governance Institute
• Degree qualified in financial services, business management, law, real estate or a related field would be beneficial but is not essential.

Work Level: Experienced Colleague

Location: London

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: [e-mail]