Fresh Job Vacancies at M&G Investments Southern Africa

Overview

We have an exciting opportunity to join the M&G Operations team as a Retail Operations Manager. We are looking for someone who is passionate about people and extends past call and query management to understanding and managing the client experience. The successful candidate needs to have a strong knowledge of the SA asset management industry, its legislation, products and have had exposure to Retail distribution.

Key Responsibilities

Retail Client Services:

• Drive excellence in client service.
• Stay abreast of market and industry changes relating to client experience.
• Manage Multi-channel availability for clients (Facebook, Live chat, Email, Calls) within agreed SLA.
• Management of Private client service offering
• Management reporting of the function
• Maintain and update Sugar CRM (includes driving enhancements, system upgrades and user testing)
• Outbound client campaigns
• Complaints managements
• Client feedback management (new client welcome and surveys)
• Lead conversion
• Data management
• Controls design and management
• Ensure teams client engagement and technical knowledge is kept to a world class standard
• Involved in all changes that impact on retail clients
• Key contributor and initiator of client communication

Management duties:

• Manage the performance of the team (Performance contracts, developments plans, regular reviews and feedback)
• Drive strategic outcomes in line with M&G strategy
• Management of our outsourced administrator
• Assist with the enhancement of products, systems and processes
• Be available to take calls directly when such demand arises
• Assess the client experience and assist with the investigation, resolution and reporting on customer complaints
• Conduct continual analysis and assessments of training interventions to ensure effectiveness
• Maintain internal relationships, particularly with management within the Sales, Operations and Marketing areas
• Facilitate problem solving across departmental boundaries
• ASISA working group representation

Administration workflow and Instruction Management:

• Ensure the admin processes between the outsource service provider and M&G are effective, efficient and aligned to M&G’s strategic client experience goal
• Monitor key performance indicators and trends and work with the outsource provider to improve processes.
• Active participation in the service review meetings

Ownership of Operational Compliance functions

• Review FAIS compliance of advisors and resolve issues
• Review FICA status of clients and resolve issues
• Implement and manage suspicious transaction reporting

Active participation in the change life cycle with internal and outsource service provider project teams.

• Business requirements
• User acceptance testing
• Prioritisation

System Management:

Manage M&G’s Secure Website

• Drive client experience framework
• Writing up of specs for enhancements
• User acceptance testing
• Bug resolution

Qualifications, Skills & Experience

• A tertiary qualification – Comm, Bachelor of Business Science degree, CFP or similar qualification
• A good technical understanding of unit trust portfolios and the regulations embodied in CISCA
• At least 5 years management experience in Client Services.
• Leadership skills
• Conflict Resolutions
• Empathy

Competencies & Personal Attributes

• Good interpersonal skills
• Good oral and written skills
• Deadline orientated
• Strategic Thinking
• Performance Management
• Strong problem solving and critical thinking skills

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Job description

A vacancy has arisen for a Business Development Manager within the M&G Retail Sales Team. As a Retail Consultant at M&G, you will play a pivotal role in providing exceptional service to both advisers and clients within the Pretoria Region. While working from home, you will be responsible for managing and enhancing relationships with advisors and clients in the specified regions.  The ideal candidate will report to the National Sales Manager.

Key Responsibilities

• Develop and manage relationships with a panel of financial advisors and clients (e.g. IFAs, Wealth Managers, FoF Managers, LISP consultants, tied advisors and corporate/institutional clients);
• Act as a primary point of contact for advisers in the Pretoria and surrounding region.
• Provide training and support on our retail products and services.
• Collaborate with advisers to understand their needs and tailor solutions accordingly.
• Identify new business opportunities in Pretoria and surrounding region.

With regards to the panel mentioned, to:

• develop and implement a servicing strategy to promote M&G and M&G funds / products; ‘manage’ the flows / AUM in accordance with M&G’s business strategy.
• ensure the investment decision-maker is kept informed and updated on M&G; conduct meetings / presentations to individuals as well as to groups.
• assist clients (where necessary) with administration queries, information requests, etc. (in conjunction with the relevant departments within M&G)
• take responsibility for the efficient co-ordination of regional events/ presentations (in conjunction with M&G’s marketing team) to this panel.
• collate, update & manage a database of these advisors/clients.
• Be up to date on all aspects of the Collective Investment & LISP industries – including the regulatory environment in which they operate.
• Research, and be familiar with competitor products in the industry in order to position M&G’s funds/products appropriately with advisors/clients.
• As part of their role, the consultant will also need to assist with ad-hoc presentations to various direct or other clients /prospective advisors / banks who request a spokesperson from M&G.

Attributes Qualifications, Skills & Experience

• An appropriate tertiary qualification (CFA / CFP advantageous)
• At least 5 years’ experience in asset management/financial services industry.
• An in-depth understanding of the investment market (economies, stocks, asset allocation etc.), as well as the CIS and LISP industries.
• Knowledge of the Discretionary Fund Management industry and its relationship with advisors
• A track record of selling across both traditional product lines, as well as into complex or illiquid products and offshore strategies.
• Strong commercial acumen and business insight, with a good understanding of investment concepts

Competencies & Personal Attributes

• Be well-versed in economic and investment markets, with a sound understanding of asset class fundamentals and the financial services industry (as mentioned above);
• An ability to synthesize industry and competitor information, and to effectively analyse this and formulate conclusions/ propose action plans;
• Have the highest standards of ethics and integrity, and be able to manage confidential information and sensitive relationships;
• A team player who relates well to colleagues and clients;
• Passion for exceptional client service
• Strong relationship management and networking skills, with skilled persuasiveness and selling
• Excellent presentation skills, with an ability to communicate in a simple and concise manner with colleagues and clients, both in oral and written form
• Team player with a positive and ‘can do’ attitude
• Detail orientated, with strong planning and coordinating skills
• Willingness to travel to outlying areas.

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Overview

The M&G Investments Marketing Team is looking for a Communications Manager to join our fast-paced, industry-leading content team.

Armed with skills in both traditional and new generation media, the successful candidate will work with the Marketing Manager and key internal senior stakeholders to generate standout content for current and potential M&G investors, across both the institutional, corporate/ DFM and retail markets. This might range from hard-hitting portfolio management pieces, to industry thought-leadership, articles of interest to specific market segments like in the trustee space for example, or simpler personal finance articles posted across our extensive media, social and PR network.

The candidate will need to have a strong writing and editing background, and a journalistic approach to research, interviewing our experts and clearly explaining their views and analysis to specific audiences.

We’re looking for a writer with experience in financial services, asset management in particular, but will not discount writers who have proven skills across different financial services industries.

Key Responsibilities

• In conjunction with the Head of Marketing and Marketing Manager, develop a communications strategy to meet the marketing and business objectives of M&G.
• Manage the Communications function with assistance from the Marketing Manager.
• Develop standout content for a broad range of marketing and media requirements, including but not limited to, articles, infographics, video scripts, emailers and radio talking points.
• Develop a monthly content plan that meets the objectives of the communications strategy.
• Ensure high standards of language and a consistent tonality throughout all communications in line with brand guidelines.
• Work with internal as well as external communications partners in developing content for various channels.
• Assist with the content development for email campaigns based on segmentation of client base; measure results and help optimise messaging and distribution.
• Repurposing article content into video scripts, infographics and other formats with assistance from the marketing team.
• Supports events management by supplying copy and ensuring the correct tonality and wording on event communications.
• Assists with ensuring the website is kept fresh, up-to-date and interesting via the CMS system, with any support needed internally or from external agencies.
• Coordinate, write and edit quarterly fund commentary ensuring delivery within deadlines.
• Research and monitor M&G’s brand health performance and the impact of communication, identifying trends, insights and areas for improvement using the software we have available.
• Report on M&G’s media presence with assistance from media monitoring agencies for internal committees and boards.

Qualifications, Skills & Experience

• Marketing or journalism qualification in conjunction with Economics/ Investment Management qualification.
• A minimum ten years’ experience in a similar or related role.
• Knowledge and/or experience in asset management and/or financial services.

Competencies & Personal Attributes

• Ability to write clearly and have a good grasp of financial language.
• Calm under pressure and able to work under tight deadlines.
• Numerically strong with an aptitude to interpret data.
• Ability to multi-task and work within a collaborative framework.
• Detail-oriented, resourceful, self-starter, challenger.

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Overview

IT Operations Manager Opportunity! Join M&Gs IT (Information Technology) Team where you will be responsible for managing and maintaining the IT operations function for a rapidly evolving company.  The IT Operations Manager will under general direction manage team members within the IT Operations Team and is responsible for managing M&G’s IT systems and IT operational activities.

Key Responsibilities

Includes but not limited to the following:

• Ensures reliable day-to-day operations of technology infrastructure and application landscape, including data centre (on-prem, cloud and hybrid), networks, servers, endpoints, operational/client facing applications and services; troubleshoot and remediate issues that arise
• Partner with M&G’s Information Security team to implement and operationalize security controls
• Input into annual IT budgets, review monthly spend and procure IT equipment and professional services in accordance with M&G’s Procurement and Contracting Policy
• Manage IT vendors, contracts and service level agreements
• Identify and manage operational risks within the department
• Align all operational activities to the M&G Group Governance Framework
• Responsible for managing the Application Support and Infrastructure teams
• Confers with and advises subordinates on administrative policies and procedures, technical problems, priorities and methods
• Responsible for the overall management of all the functions within the IT operations environment
• Prepares and reviews service levels and KPI reports against defined metrics
• Benchmarks, analyse, reports and makes recommendations for the improvement and capacity planning of the IT infrastructure and applications landscape
• Manages the lifecycle of IT Infrastructure and application components from their investigative and implementation stages through to their decommissioning stages
• Designs, implements, supports, updates and tests disaster recovery and business continuity plans

Attributes Qualifications, Skills & Experience

• Bachelor’s or higher qualification in Computer Science or equivalent.
• 7+ years IT Infrastructure, IT Management, or IT Business Operations experience for an Asset Manager.
• Experience in building relationships and working with a geographically dispersed third party vendors, including local and offshore entities
• Experience in managing and monitoring cloud and SaaS platforms
• Strong technical knowledge of network and server operating system

Competencies & Personal Attributes

• Strong people management skills
• Strong planning and resourcing skills
• Agile and Scrum leadership
• Strong technical troubleshooting skills
• Ability to multitask and prioritize tasks
• Ability to communicate information to a non-technical audience

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Overview

A role has arisen for a Control Assurance Specialist who will report directly to the Control Assurance Manager.

The successful candidate will function autonomously while working alongside a driven, successful and extremely competent team of risk and governance professionals. This position would suit someone who is adaptable, who can work to high standards and across multiple disciplines. The successful incumbent will thrive in a challenging and pressured environment with exposure at all levels of the organisation.

Key Responsibilities

• Process and thematic reviews.
• Engage at various levels of the organisation both internally and externally
• Complete process and thematic reviews, per the Control Assurance plan
• To assess control adequacy of controls by reviewing process documentation, risk and control self assessments, etc.
• Suggest and agree actions with Management to remediate any weaknesses identified
• Perform control effectiveness testing to ensure that suggested remedial actions/controls are implemented within processes/business areas
• Consider the risk management process outcomes (risk and control assessment, key risk indicators, feedback from Management) to assess areas of process and control improvements
• Risk analysis which includes but is not limited to:
• Review, analysis and reporting of incidents across the organisation
• Analysis of incidents to determine root causes, trends and repeat incidents
• Review, assessment and facilitation of the Operations Risk and Control Self Assessments and provide results into the risk management processes
• Provide input into key risk indicators for Operations and provide feedback into risk management processes
• External assurance providers:
• Engage with ISAE3402 service provider and Management across the organisation to co-ordinate the delivery of control effectiveness testing across the business
• Provide challenge and oversight into the ISAE review process with regards to updates to processes and controls
• Engage with Management and the ISAE3402 service provider to facilitate workshops, walkthroughs, status update meetings, and report sign off
• Internal Audit Reviews
• Facilitate business readiness reviews and engage with Management to assist in internal audit reviews
• Assist with the facilitation of internal audit reviews and provide input into draft report observations
• Follow up on review findings and engage with the business to ensure that findings are closed out in a timeous manner.

Qualifications, Skills & Experience

• Tertiary qualification in Commerce/Certified Internal Auditor
• A minimum of five years working experience in financial services or asset management
• Internal audit or risk management experience preferred
• Excellent verbal and written communication skills
• Excellent numeracy skills
• Technical understanding of financial products and instruments
• Key abilities:
• take initiative and work independently
• be assertive and self-driven
• build effective relationships externally and internally
• high tolerance to stress
• work to process
• adaptability
• accuracy

Competencies & Personal Attributes

• Good problem solving and analytical skills
• Well-developed communication skills
• Ability to work under pressure with limited supervision
• Ability to maintain service standards
• Ability to work accurately and in detail
• Ability to work in a team environment
• Action orientated
• Excellent planning and organising
• Ability to liaise with all levels of management in a professional manner

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Overview

We are seeking a diligent and detail-oriented individual to join our Cape Town based Compliance team as a Senior Compliance Analyst.

This is an exciting opportunity to be part of a growing organisation and a dynamic compliance team within the Southern African operations of a leading Global Asset Manager. Compliance is responsible for implementing the local Compliance Framework, in alignment with Group principles. The position reports to the  Southern African Group Compliance Officer.

This position suits someone who is passionate about asset management, with an understanding of asset management compliance, an admirable academic record, who is able to work independently, is adaptable and works to high standards. The successful candidate is one who will thrive in a challenging environment, with exposure to all levels of the organisation, including Global counterparts.

Key Responsibilities

The successful candidate will be required to:

Ensure the implementation and maintenance of processes and procedures to implement the Compliance Framework across M&G Southern Africa. These activities will include inter alia:

• Review of Regulatory investment limits and Mandates.
• Coding and testing applicable rules within the order management system (CRIMS).
• Pre- and Post-Trade Investment Mandate monitoring and related breach investigation and reporting.
• Perform monitoring related to legislative and policy requirements, including inter alia
  • Personal Account Trading.
  • Conflicts of Interest, including Gifts & Entertainment.
• Trading activities (e.g. Best Execution, Segregation of duties, etc.).

Distribution and marketing activities.

• Investigate breaches, and provide remedial actions, including enhancements to processes and controls.
• Support business by collaborating with Compliance, Legal and other areas of the business, on new and/or amended Primary legislation, and subsequent implementation thereof.
• Facilitate training and awareness relating to compliance policies.
• Assist in providing responses to queries received from various stakeholders, including clients, regulators, auditors.
• Compile and provide input into reports for submission to the Regulators, Compliance Officer, Exco and/or Boards.
• Assist the Compliance Officer in achieving the activities as contained in the Annual Compliance Plan.
• Assist with projects and thematic reviews as required.
• Ensure appropriate record-keeping.

Attributes Qualifications, Skills & Experience

• Tertiary qualification in commerce or law
• A minimum of six years working experience in asset management compliance or similar assurance environments (e.g. internal/ external audit)
• Experience performing
• Investment Compliance Monitoring; and
• Coding rules;
• on an integrated Order Management System, with specific experience in Charles River (CRIMS) being advantageous.
• Experience with regulatory engagement and reporting.
• Excellent verbal and written communication skills.
• Excellent numeracy skills.
• Technical understanding of financial products and instruments.

Competencies & Personal Attributes

• Take initiative and work independently
• be assertive and self-motivated
• Pro-actively, solution oriented mindset
• Able to influence key stakeholders
• build effective relationships externally and internally
• work well under pressure
• work to process
• be adaptable, and able to embrace change
• work accurately
• take ownership of driving career development