Investment Director, Fixed Income

M&G; Greater London; On-site; GBP 80,000 - 120,000; Full time

Job summary

A leading financial services firm in Greater London is seeking an experienced Investment Director to work with the Public Fixed Income team. The ideal candidate will have extensive financial services experience, a Bachelor's degree (CFA preferred), and knowledge of credit markets. They will articulate investment strategies to clients and manage relationships with stakeholders. The role offers a market-leading benefits package, including 38 days annual leave and health protection cover.

Benefits

38 days annual leave including bank holidays

Paid parental leave and family support

Private Healthcare and Life Assurance

Qualifications

• Extensive financial services experience; previous experience as a Senior Investment Specialist or equivalent desired.
• Bachelor's degree required; CFA or advanced degree strongly preferred.
• Knowledge of credit markets and macroeconomic principles.
• Strong written and verbal communication skills, comfortable with public speaking.
• Flexible, resourceful, and proactive.

Responsibilities

• Act as a proxy for fund managers and main investment contact for stakeholders.
• Articulate investment philosophy and performance to clients.
• Understand broader fixed income strategies for client representation.
• Stay informed on market trends and competitive landscapes.
• Collaborate with team for investment content creation.

Skills

Financial services experience

Communication skills

Knowledge of credit markets

Public speaking

Team mentoring

Proficiency in Microsoft Office

Education

Bachelor's degree

CFA or advanced degree

Tools

Power BI

Bloomberg

Aladdin

Job description

We are looking for an experienced Investment Director to work in the Public Fixed Income team in London, with a focus on credit funds - specifically IG, High Yield and Total Return. The primary focus of the Investment Specialist team is working with the portfolio managers to articulate the investment process and our strategy to clients and their advisers, and to facilitate the growth of the business through direct support of the sales process. Investment specialists are part of the investment team, and act as a bridge between the Investment team and the internal stakeholders and external clients: consequently they work closely with sales and distribution to focus the sales effort through timely provision of sales materials, presentations and thought pieces, and through delivery of client updates and new business presentations. This requires significant investment and market knowledge, and an understanding of the needs a very broad client base that includes pension funds (DB & DC), insurance companies, discretionary portfolio managers, wealth advisors, family offices and sovereign funds.

Key Responsibilities

• Independently act as a "proxy" for fund managers and main investment contact for internal and external stakeholders for a range of funds and mandates; 'a portfolio manager without portfolios'
• Articulate the team's investment philosophy, process, performance and fund positioning based on nature of client and size of audience, and to identify opportunities to present ideas and strategies to clients that help drive business growth.
• Work closely with the Fund Management team to understand the broader range of fixed income strategies ensuring they are represented commercially and accurately in client meetings, conferences and/or roadshows.
• Stay abreast of market trends and the competitive landscape, along with the relative positioning vs peer groups.
• Contribute as needed to investment commentaries and thought leadership pieces. Collaborate with immediate team and wider colleagues in the Investment Specialist team to share market information and promote investment debate.
• Create and facilitate investment content ensuring client messages are impactful and relevant across our client base.
• Build strong relationships with Sales and Distribution teams and act as the primary contact for training and client requirements relating to the investment proposition.
• Develop a network of successful working relationships across internal stakeholders such as the RFP team, Performance & Risk functions, Press, Marketing and Sustainable & Stewardship teams.

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.

Qualifications

• Extensive financial services experience; previous experience as a Senior Investment Specialist or equivalent desired.
• Bachelor's degree required; CFA or advanced degree strongly preferred. Additional languages would be a plus.
• Knowledge of credit markets, with in-depth understanding of macroeconomics, interest rates, FX and sovereign debt.
• Highly articulate, able to distil and communicate the key investment messages to a range of audiences.
• Good understanding of the UK, European and Asian asset management distribution, key players and client profiles.
• Strong written and verbal communication skills, comfortable with public speaking.
• Flexible, resourceful, and proactive; willing to mentor and develop associates in the team.
• Experience using Microsoft Office, Power BI, AI tools, Aladdin and/or Bloomberg.
• The role will be based in the UK, with some occasional foreign travel. Minimum 3 days office based when not travelling.

Benefits

• 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.

Recruiter: Hannah Curtis