M&G plc
Investment Partnership Relationship Analyst
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Description
Our Purpose
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.
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
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
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
- 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 materialize
- Conduct periodic reviews of underutilized 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 utilization, 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 utilization 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
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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.
UK Benefits
- A valuable pension scheme of 18%, with 13% made up of Employer Contributions and 5% Employee Contributions
- Share Save and our Share Incentive Plan
- Access to financial wellbeing and support services
- 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
- Comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave through our Inspiring Families policy
- Health & Protection cover including Private Healthcare, Critical Illness cover, and Life Assurance for you, with family options
To explore more about life at M&G and our full benefits offering, visit Life at M&G.
Our Culture
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
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.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location