Investment Partnership Relationship Analyst

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.

Key Work Level Accountabilities:

Oversee contractual arrangements with investment partners, DFMs and bond providers

Lead commercial governance of investment partner relationships

Review and approve non-standard investment assets prior to onboarding

Monitor delivery against onboarding commitments and expected platform flows

Maintain effective oversight of AML and due diligence activities relating to offshore assets

Ensure investment partner relationships support good customer outcomes and platform strategy

Maintain audit-ready evidence of onboarding decisions, monitoring activities and relationship governance

Provide challenge and escalation where contractual expectations or commercial assumptions are not being met

Key Responsibilities for this role:

Investment Partnership Oversight

Act as relationship lead for DFMs, fund managers and bond providers

Maintain regular governance and relationship reviews with investment partners

Monitor service quality and responsiveness of investment partners

Escalate relationship concerns and drive resolution activities

Ensure investment partnerships remain aligned to strategic objectives

Contractual Governance

Own oversight of contractual agreements and amendments relating to investment partnerships

Lead review and challenge of contractual changes

Coordinate with Legal and Procurement on contract updates

Ensure contractual obligations, service expectations and commercial arrangements remain appropriate

Maintain contractual inventories and governance records

Fund Onboarding Governance

Review onboarding recommendations provided by SS&C

Approve onboarding of non-standard assets prior to implementation

Ensure proposed assets align with platform onboarding criteria and risk appetite

Challenge onboarding proposals where asset suitability is unclear

Maintain evidence of onboarding decisions and approvals

Fund Monitoring & Commercial Oversight

Monitor funds introduced onto the platform through investment partnerships

Track actual flows against onboarding assumptions and expected commercial benefits

Challenge investment partners where anticipated flows do not materialise

Conduct periodic reviews of underutilised or dormant assets

Recommend asset offboarding where there is insufficient justification for continued platform support

Escalate material commercial or proposition concerns

AML & Due Diligence Oversight

Review AML and due diligence documentation relating to offshore assets and investment partners

Ensure documentation is complete and meets internal standards

Challenge deficiencies and coordinate remediation

Support compliance with platform onboarding requirements and TPRM expectations

Maintain oversight records and approval evidence

EMT & Investment Data Oversight

Oversee receipt and review of EMT information

Escalate data quality issues and tolerance breaches

Support fair value assessments and associated reporting requirements

Ensure investment partner information remains accurate and complete

Governance, MI & Escalation

Produce relationship and commercial oversight MI

Maintain onboarding, relationship and monitoring dashboards

Present relationship updates to governance forums

Track actions and remediation activities through to completion

Escalate emerging commercial, operational or customer outcome risks

Customer, Conduct & Consumer Duty Expectations

Ensure investment partnerships support delivery of good customer outcomes

Consider customer value and suitability when reviewing onboarding proposals

Escalate risks arising from poor asset performance, lack of utilisation or inadequate partner support

Support fair value assessments through effective oversight of partner relationships and data quality

Ensure customer impact is considered during onboarding and offboarding decisions

Evidence & Assurance Expectations

Maintain onboarding approval records

Maintain contractual amendment and governance logs

Maintain fund monitoring and utilisation reviews

Maintain AML and due diligence review evidence

Maintain relationship governance packs and meeting records

Maintain documented challenge and escalation outcomes

Ensure all records are audit and regulator ready

Key Knowledge, Skills & Experience

Knowledge

Investment platforms and investment operations

Fund onboarding processes

Fund manager, DFM and bond-provider operating models

Third Party Risk Management frameworks

Consumer Duty and customer outcome considerations

AML and due diligence processes

Skills

Commercial judgement

Contract review and negotiation support

Relationship management

Analytical and data-driven decision making

Strong challenge and influencing skills

Governance and documentation discipline

Experience

Significant experience working with investment products, fund managers, DFMs or platform propositions

Experience managing commercial or investment partner relationships

Experience reviewing complex onboarding proposals and investment structures

Experience operating within a regulated financial services environment

Comfortable engaging with senior stakeholders internally and externally

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: careers@mandg.com