Institutional Business Development Analyst Institutional Business Development Analysts Institutional Business Development Analyst Overview An Institutional Business Development Analyst vacancy has arisen at M&G Investments. The successful candidate will form part of a team of highly skilled investment professionals in developing and maintaining exceptional client communications through pitches/ tenders, due diligences and report backs. The role requires working closely with the Investment and Client Service teams and plays an integral part in both the acquisition and retention of client mandates. The ability to create a narrative through the use of market and fund performance data is key. Key Responsibilities Working closely with portfolio managers and senior management in preparing client presentations for all mandate types. Presentation types include: due diligence, report back, new client tender, investor forums, trustee training, webinars etc. Preparation and development of the presentation framework and content as well as the maintenance of relevant spreadsheets and graphs. Interact with Front Office (Investment Team) members. Manage and execute all portfolio managers and senior management’s presentation requests, including but not limited to fund performance and information, market movements, specific mandate changes, market valuation charts and marketing events where they may present. Liaise and maintain internal relationships with various departments to source all relevant information. Liaise with Institutional Client Managers (ICM) to ensure all presentation requirements, content and logistical information is received and communicated to the presenters. Responsible for presentation logistics, equipment requirements, scheduling, venue booking, parking and printing booklets. Assist ICM with any queries/ requests – opportunity does exist to sit in on certain client report backs. Responsible for all presentation logistics, equipment requirements, scheduling, venue booking, parking and printing booklets. Point of contact to internal clients / responsible for dealing with client queries / requests. Assist with checking and preparing monthly / quarterly reports. Management of the questionnaire and tender document process including maintenance of standard templates, project / deadline management, assistance with completion of documents, follow-ups and correspondence. Assist with client correspondence. Attributes Qualifications, Skills&Experience An appropriate tertiary education (preferably in Commerce), with a good understanding of economics, investment markets and investment products At least 5 years’ work experience in asset management / financial services industry MS Office, in particular PowerPoint, Excel and Word Solid experience in IRESS, Bloomberg and I-Net Bridge Experience in the production of client communication material and client reporting Attention to detail / high levels of accuracy Client-centric disposition and impeccable service standards Ability to maintain high levels of productivity Ability to work to deadlines and occasionally outside regular work hours Strong planning and coordinating skills and good time management Tolerance for stress - able to work under stressful situations Self-motivated with high levels of initiative A team player and able to build strong working relationships with colleagues and clients Numerical skills Good communication skills, both in oral and written form Professional business writing skills A willingness to continuously learn Application form I would like to apply for this position I would like to present candidates for this position Please note In order to upload your CV, please complete the form below. Only once you meet the criteria will you be able to upload your CV. You can also save your progress and complete the rest of the form at a later stage. To the best of your knowledge, do you have any connections with anyone who works for or provides services to M&G Southern Africa? Yes No UPLOAD YOUR CV CLICK HERE TO UPLOAD YOUR CV By submitting your application, you consent to us processing your information in accordance with POPIA regulations. Contract type Permanent Location Cape Town Published Date 2024-05-22 Application Deadline 2024-06-15 I/IBDA/24 We're focused on investment excellence. M&G Investments is a global asset manager with operations in 28 countries, over 5 million retail clients and more than R7.0 trillion in assets under management and administration. We are also one of South Africa’s top 10 asset managers, with over R315 billion in assets under management. For over 25 years we have built up an admirable local track record for delivering consistently strong performance over time. Our aim is to help our clients achieve their financial goals, whether investing towards their first house, their children’s education, or making sure that they have enough funds to retire comfortably. We work closely with experts across M&G plc’s worldwide operations to bring clients access to the latest technology, investment ideas and research. We incorporate sustainable thinking in everything we do, from the way we run our business to the impact we have on the planet and our communities. To help us achieve our vision, we’re looking for exceptional people who live our values of care and integrity and who can inspire others, embrace change, deliver results and keep it simple. We’re looking for people who will enjoy the challenge of working in an ambitious business that’s set on transforming the industry. We are building a diverse and inclusive environment where everyone can thrive. In order to meet the objectives set in our Employment Equity plan, preference may be given to suitably qualified candidates from designated groups. MandG Investments Southern Africa (Pty) Ltd (previously called Prudential Portfolio Managers South Africa) is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company is a direct subsidiary of M&G plc, a company incorporated in the United Kingdom. The Prudential Assurance Company is not affiliated in any manner with Prudential Financial Inc., a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom. #J-18808-Ljbffr