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.
This role sits within the Infracapital Finance team and plays a key part in delivering high‑quality financial reporting, controls, and insights. You will work collaboratively with colleagues across the business, taking personal accountability for maintaining and enhancing the controls you’re responsible for, supporting strong customer outcomes, and helping reduce operational risk. The role requires sound judgement, the ability to work within established frameworks, and the confidence to interpret procedures to solve a range of financial and operational challenges.
Main Responsibilities
- Assist in the coordination of the annual audit process, working directly with auditors on more complex queries and ensuring key milestones and timetables are met.
- Review annual partnership tax computations prepared by external tax advisors and resolve any related queries.
- Prepare monthly bank cash‑flow summaries for designated funds.
- Calculate semi‑annual waterfalls, drawdowns, and GP fees for main funds and feeder funds, and agree calculations with the fund administrator.
- Review quarterly valuation statements and manager reports prepared by the administrator, providing clear and constructive feedback.
- Complete quarterly compliance testing in line with required controls.
- Respond to investor relations queries and provide accurate, timely information when required.
- Review VAT and corporation tax computations as needed.
- Review EBL drawdowns and support finance‑related fundraising workstreams when appropriate.
- Review investee management accounts and support general financial oversight activities.
Key Knowledge, Skills and Experience
- Strong applied knowledge of financial reporting, audit processes, tax concepts, and fund structures.
- Ability to interpret established frameworks and use discretion to deliver clearly defined outputs.
- Confidence in reviewing complex financial information and communicating insights clearly.
- Comfortable guiding more junior colleagues where appropriate.
- Skilled at identifying improvements to processes based on previous experience and knowledge of similar situations.
- Ability to work collaboratively with internal teams and external advisers.
- Strong organisational skills to manage recurring cycles (monthly, quarterly, annual).
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: [email protected]
Top Skills
M&G London, England Office
10 Fenchurch Avenue, London, United Kingdom, EC3M 5AG
