Fund Manager Diary Coordinator

Job Description

At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clientsand identifying new opportunities to make a positive impact for our environment and communities . To help us achieve our vision were looking for exceptional people who live our values of care and integrity and who can inspire others; embrace change; deliverresults and keep it simple. 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. The Role:To manage the Fund Manager Marketing Diary ensuring smooth running of client service activities across UK and International markets. Manage the scheduling of meetings between the Investment Teams and Retail Clients (UK & International) from start to finish. Key Work Level Accountabilities: Experienced Colleague:

• Accountable for providing a quality service or product to customers and stakeholders, using skills/experience built through significant practical experience or training
• For team leaders, accountable for ensuring the team the role supports is delivering a quality service or product
• Works within established frameworks and procedures, with the freedom to interpret them to solve a range of problems
• Delivers outputs that are clearly defined, using discretion over how to achieve them
• Makes suggestions for improvements to the work of the team, based on previous experience and knowledge of similar situations

Key Responsibilities for this role:

• To work collaboratively with colleagues and take personal accountability to maintain and enhance controls you are responsible for to support improvement of the overall control environment, customers outcomes and a reduction in M&Gs operational risk.
• Co-ordinate client meetings/roadshows/conference calls/events with various sales teams across the channels
• Proactively manage diaries and find alternatives if there is conflict
• Manage client meeting/event requests on Salesforce and process them effectively to secure a date/time
• Own and maintain documents on Salesforce application, tracking each event request as it comes into the diary
• Quality check all requests submitted via Salesforce prior to submission for approval
• Ensure Salesforce is updated with new presenters and Fund codes
• Monitor presentation deadlines & communicate any issues to relevant sales team
• Accurate event/roadshow travel booking (flights/trains/hotels/taxis) on behalf of Fund Managers, Specialists and investment teams & providing them with full travel pack including itinerary
• Printing and binding of material for client meetings (international meetings in London office)
• Provide presentation slides to FMs and IDs 1 day ahead of meetings and events
• Effective and accurate inbox management of the FMMD
• Create and quality check itineraries prior to handing out to FMs/IDs ahead of event

Key Knowledge, Skills & Experience:

• Fantastic attention to detail, planning and organisation skills.
• Able to work calmly under pressure and deal with last minute requests
• Highly motivated and enthusiastic
• An approachable, positive "can do" attitude
• An organised and logical approach
• Proactive problem solving skills and calm approach to finding a solution
• Proactive in learning new skills
• Excellent written and verbal communication skills
• Excellent time management and prioritisation skills
• Ability to establish credibility with senior sales directors and fund managers
• Exceptional influencing and communication skills
• Build and maintain strong relationships and promote good communication between all stakeholders
• Finely tuned soft skills with the ability to read people and situations and adapt approach to meet the current need
• Ability to manipulate data in excel and produce data for reports

Work Level: Experienced Colleague Recruiter Name: Emily Northcott 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 or disability 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.