Fund Governance, Associate - Real Estate - M&G plc. - #2164403

At M&G, 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 offer workplace adjustments to ensure you have the support you need to succeed in your role.

The Role:

The Fund Governance, Associate is involved in the delivery of fund administration, governance and company secretarial services across a portfolio of real estate fund and corporate structures. The role will develop knowledge of fund governance requirements within an asset management environment.

You will be responsible for progressing governance and administrative activities across allocated structures, managing day-to-day priorities and supporting the coordination of transactional and strategic initiatives. The role provides practical guidance and support to less experienced team members and is proactive in identifying governance and administration matters requiring the teams attention.

The role combines traditional company secretarial responsibilities with broader fund administration activities, supporting effective governance, accurate record keeping, document execution, efficient information flows and timely delivery of portfolio requirements.

This role would particularly suit individuals with experience gained within a fund administrator, corporate services provider or similar financial services environment supporting alternative investment structures, including real estate, infrastructure, private equity or private debt funds.

Candidates should have experience administering fund structures, which includes limited partnerships, general partners, holding companies and SPVs.

What We're Looking For:

Successful candidates are required to demonstrate the following behaviours:

• Take ownership of tasks and drive matters through to completion.
• Communicate proactively, providing regular updates, highlighting issues and raising questions, where appropriate.
• Use experience and judgement to investigate matters, identify solutions and progress work independently, where possible.
• Take a practical and solutions-focused approach to problem solving. Utilise experience and team experience to ensure team processes are aligned with industry best practice.
• Demonstrate flexibility in managing priorities, particularly during busy periods of transaction activity.
• Be willing to learn, develop and continuously build technical and commercial knowledge.
• Work collaboratively with colleagues and stakeholders whilst remaining accountable for their own deliverables.

• Coordinate document execution activities across allocated structures, including managing signing requirements, liaising with signatories, tracking completion and developing sufficient understanding of underlying transactions and governance requirements to support the execution process.
• Coordinate board and committee meetings across allocated structures.
• Co-ordinate, prepare and distribute board packs, governance documentation and meeting materials.
• Produce accurate board minutes, written resolutions and maintain full governance records.
• Monitor actions arising from relevant meetings and ensure completion of governance deliverables.
• Maintain full and accurate statutory records, governance registers and corporate calendars.

• Support the day-to-day administration of real estate fund and corporate structures, including LPs, GPs and SPVs.
• Monitor governance deadlines and proactively progress actions arising from portfolio activity.
• Maintain accurate entity information, statutory records and governance data, in relevant systems.
• Coordinate statutory and regulatory filings, including Companies House requirements.

• Support acquisitions, disposals, refinancings, restructurings and other real estate transactions from a fund governance perspective.
• Coordinate governance approvals, execution requirements and stakeholder actions.
• Support the launch, reorganisation and wind-up of structures.
• Liaise with internal and external stakeholders to ensure governance and associated administration deliverables are completed accurately and on time.

• Coordinate KYC and due diligence requests relating to allocated structures.
• Build effective relationships with directors, service providers, legal advisers and internal stakeholders.
• Act as an operational contact for routine governance and administration matters.
• Escalate complex, unusual or judgement-based matters where appropriate.

• Support governance, administration and document management improvement initiatives.
• Share knowledge and practical experience with other team members.
• Contribute to the development of procedures, controls and working practices.

• Experience within fund administration, fund governance, company secretarial or corporate services environments.
• Experience supporting alternative investment structures, including real estate, infrastructure, private equity or private debt funds is essential.
• Experience supporting boards and governance processes, including board packs, minutes and entity administration is essential.
• Experience supporting investment transactions, due diligence activities and corporate actions is essential.
• Familiarity with KYC, AML and entity administration processes.