Fund Governance, Associate - Real Estate

M&G FA Limited; Greater London; On-site; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Pension up to 18%

Share Save Plan

38 days annual leave

Time Off When You Need It

Inspiring Families policy

Private Healthcare

Job summary

The Fund Governance, Associate role at M&G involves delivering fund administration, governance and company secretarial services across real estate funds and corporate structures. You will coordinate governance activities, maintain records and support transactional initiatives in a fast-paced asset management environment.

You will also guide less experienced team members, ensure timely regulatory filings, and contribute to process improvements while working with internal and external stakeholders

Qualifications

• 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.

Responsibilities

• Governance and Board Administration: Coordinate document execution activities across allocated structures, including managing signing requirements, liaising with signatories, tracking completion and developing 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 day-to-day administration of real estate fund and corporate structures, including LPs, GPs and SPVs. Monitor governance deadlines and progress actions. Maintain entity information 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.
• Due Diligence and Stakeholder Management: Coordinate KYC and due diligence requests. Build relationships with directors, service providers, legal advisers and internal stakeholders.
• Continuous Improvement and Team Contribution: Support governance, administration and document management improvement initiatives.

Skills

Fund governance

Board governance

Company secretarial

Due diligence

KYC AML

Investment transactions

Education

Professional qualification

Degree in finance/business/law/real estate

Job description

About us

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

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.

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.

Company Culture

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.

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]

About M&G

M&G is a leading international savings and investments business, managing money for around 4.6 million individual clients and more than 900 institutional clients in 38 offices worldwide. As at 31 December 2024, we had £345.9 billion of assets under management and administration. 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.