Investment Analyst Apprentice

At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns.

Through our behaviours of 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

Who are we looking for?

We are looking for a confident individual with a positive outlook and a can do attitude who are aspiring to build their experience and progress at M&G.

A successful candidate is someone who is self motivated, capable of building and maintaining relationships, naturally curious and work effectively as part of a team. A powerful desire to learn and a genuine interest in Private Markets.  

The applicant would ideally have an inquisitive nature and be curious. The successful applicant should feel confident to use their own initiative and work alone where required with an aspiration to want to learn and progress.

The Role

We are looking for a highly motivated apprentice who is interested in working in Financial Services and wishes to pursue a career in Private Markets.  

The Private Markets Research (“PMR”) team has the responsibility of monitoring and analysing an investment portfolio of approximately £25Bn across both public and private asset markets. The successful applicant will support a team of 23 credit analysts by taking an active role in data / regulatory analysis, project work and interfacing with various business units. 

The role will be suitable for a confident individual with a positive drive, can-do attitude and aspiration to want to progress. The successful applicant will have strong desire to learn and a genuine interest in financial services industry. Applicants who succeed with us are self-motivated, capable of building and maintaining relationships and work effectively as part of a team. The applicant would ideally have an inquisitive and analytical nature and be curious. 

The successful applicant should have strong desire to learn and a genuine interest in financial services industry.

Candidates must be able to formulate their own opinions by thinking analytically about problems.

What will you be doing?

As an Investment Analyst apprentice duties may include: 

• Maintenance of data through use of internal systems and Microsoft Excel. This will include setting up financial instruments to trade, projecting cashflows etc. 
• Producing periodic holdings reports  

• Helping senior analysts analyse datasets to help project future performance trends   

• Assisting senior analysts to produce deal overviews in Microsoft Word and Powerpoint 

• Helping senior analysts complete in-house Environment, Social and Governance (“ESG”) analysis for transactions  

• Supporting senior analysts with new deals, reviews and monitoring of existing investments, primarily using Microsoft Excel  

• Helping the team with scheduling workload priorities and organising business requirements 

• Helping the team in answering queries on data and outputs 

• Providing ad hoc support to the wider team as and when required 

• You will also be exposed to a number of different projects and initiatives within the team, with the opportunity to gain experience and knowledge across the different investment sectors (for example, structured credit, private placements, and infrastructure debt)  

What will I need to be successful in this role?

• Good and confident communication skills, both written and verbal  

• High level of accuracy and good attention to detail  

• Structured approach to work and very well organised 

• Ability to prioritise and meet deadlines 

• Moderate understanding of the MS Office (Word, Excel, PowerPoint)  

• Strong numerical skills   

• A proactive team player who is confident about working with others but also independently and can promptly escalate any issue and work remotely where required 

• Logical and analytical approach coupled with intelligence, passion and a drive to learn 

• Ability to formulate own opinions by thinking analytically about problems 

• Empathy and good listening skills 

Our application process

To apply for any of our apprenticeship roles you will be required to complete the following steps:

• Submit your Application Form and CV
• Complete your Online Assessment
• Complete an Online Video Interview
• Attend one of our Assessment Centre

We are only accepting one application per candidate, so please do review all job descriptions and outline your top three choices in your application.

Minimum Requirements

• Available to start the apprenticeship programme in September 2025
• You must not be enrolled into another further education programme at the beginning of the programme
• Be a UK citizen or have proof of your right to work in the UK
• Living in England
• Minimum of Grade 4 in GCSE English and Mathematics
• Minimum of Grade C in Three A Levels or equivalent such as BTEC Nationals

Training Provided

As an Investment Analyst Apprentice with M&G, you will undertake the Investment Operations Specialist Level 4 Apprenticeship. The apprenticeship will be delivered through a blend of live online learning, pre-recorded lectures, and face to face inductions and masterclasses

Future Prospects

This is a fixed term contract for 18 - 23 months upon which the business may decide to retain, subject to the Apprentice performance, headcount, and available funding. If recruited into a permanent role, the individual will follow the career progression applicable to the specific role/department.

Salary

£26,000 per annum plus benefits

As you may expect, our Apprenticeship roles are extremely popular and therefore we may need to close vacancies early if we receive a high level of applications.

We have a diverse workforce and an inclusive culture at M&G plc, 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.  Being a Disability Confident Leader means that candidates who meet the minimum criteria of a job, will be offered an interview if they 'opt in' to the scheme when applying. 

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]