Junior Investment Specialist

PPMG; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading investment firm in Greater London seeks a Junior Investment Specialist to join their Client Portfolio Management team. This role focuses on supporting distribution teams and creating impactful investment communications. Ideal candidates will have a solid understanding of financial markets, exceptional communication skills, and proficiency in Excel and PowerPoint. The position offers a strong benefits package, including a generous pension scheme and flexible working arrangements.

Benefits

18% pension scheme

38 days annual leave

Health & Protection cover

Inspiring Families policy

Qualifications

• Strong understanding of financial markets and asset classes.
• Ability to simplify technical content for diverse audiences.
• Collaborative team player with strong relationship-building skills.

Responsibilities

• Support creation of investment pitch decks and presentations.
• Produce regular market updates and fund commentaries.
• Translate complex investment ideas into client-friendly language.

Skills

Understanding of financial markets

Proficient in Excel, PowerPoint, Word

Excellent communication skills

Numerical and analytical skills

Team player with proactive attitude

Education

Investment Management Certificate preferred

Tools

Data visualization tools

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 workplace accommodations to ensure you have what you need to effectively deliver in your role.

Junior Investment Specialist Life Investment Office (LIO)

The Life Investment Office is responsible for the asset allocation manager oversight and selection and portfolio management activities for 150bn of assets under management including the 65bn PruFund range of multi-asset funds. They are the team responsible for the management of the largest With‑Profits Fund in the UK.

We are seeking a motivated and detail‑oriented Junior Investment Specialist to join our Client Portfolio Management team. This team is responsible for supporting our Distribution teams and educating financial advisers on the investment story of the funds and products managed by the Life Investment Office.

This role is ideal for someone with a passion for financial markets knowledge of investment products and a talent for turning complex investment concepts into clear engaging content. You will support the development and delivery of investment communications across our multi‑asset fund ranges helping to ensure our messaging is timely relevant and impactful.

Key Responsibilities

• Pitch Deck & Presentation Support
• Assist in the creation and refinement of investment pitch decks and presentations for internal and external audiences including advisers clients and distribution teams
• Market & Fund Commentary
• Contribute to the production of regular market updates and fund commentaries helping to interpret macroeconomic trends and portfolio positioning
• Review of Market Materials
• Support the review and quality control of externally sourced market content ensuring alignment with our investment views and communication standards
• Content Simplification
• Translate complex investment ideas into clear client‑friendly language suitable for a range of audiences including retail investors and financial professionals
• Cross‑Team Collaboration
• Work closely with all teams in the Life Investment Office as well as marketing and distribution teams to ensure consistent and effective messaging across channels

Key Knowledge Skills and Experience

• Strong understanding of financial markets and asset classes (Equities, Fixed Income, Real Estate and Alternatives)
• Proficient in Microsoft Excel and PowerPoint and Word; experience with data visualization tools is a plus
• Excellent written and verbal communication skills with the ability to simplify technical content
• Numerical and analytical skills with strong attention to detail
• Collaborative team player with a proactive attitude and the ability to build strong relationships with stakeholders
• Ability to manage multiple tasks and meet deadlines in a fast‑paced environment
• Ability to prioritise and adapt to shifting deadlines

Qualifications

• Investment Management Certificate preferred or working towards

Location: London

Work Level: Experienced Colleague

Recruiter: Amy Curtis

Closing Date: 10th November 2025

What we offer:

At M&G we are 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.

For 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 [contact information].