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Investment Office Apprentice

Job in Bridgend, Bridgend County, CF31, Wales, UK
Listing for: Investment2020
Apprenticeship/Internship position
Listed on 2026-02-27
Job specializations:
  • Finance & Banking
    Business Administration
  • Administrative/Clerical
    Business Administration
Job Description & How to Apply Below
Position: Life Investment Office Apprentice

You will join as part of the Investment
20/20 programme.

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 workplace 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 attitude and a can‑do approach, who is keen to build their experience and grow with M&G.

A successful candidate will be self‑motivated, curious, able to build strong relationships and work effectively as part of a team.

They should feel comfortable using their initiative, working independently when needed, and be eager to learn and progress.

The Role

As a Life Investment Office Apprentice, you will have an exciting opportunity to begin your career within a function that is passionate about ensuring it is a diverse department where colleagues support each other, share information and ideas, and work together towards common goals. Development is a priority where professional qualifications are supported alongside developing knowledge across a variety of different areas.

The M&G Life Investment Office (LIO) is responsible for approximately £155bn of assets, including the UK’s largest £130bn With-Profits Fund, delivering multi-asset and annuity solutions for the Prudential Assurance Company (PAC).

Backed by a team of 75 investment specialists with deep expertise across asset allocation, manager selection and oversight, strategy design, liability management, derivatives, and portfolio management, LIO combines scale, knowledge, and global partnerships to deliver resilient, diversified solutions that create long-term value for clients. As a LIO apprentice you will have the opportunity to work across a variety of different teams but with the benefit of them all being part of the same wider department who all work closely together.

What will you be doing?
  • Prepare monthly portfolio management information (MI) and other reports for the Investment Committee and various governance forums
  • Help to pull together pitch decks / presentations for a range of our multi-asset funds and propositions
  • Assist in overseeing the portfolios, including the implementation of investment and hedging strategies
  • Support the team in anything that can help support flows into our funds
  • Gain exposure to several different projects and initiatives within and outside the team
  • Participate and contribute to meetings, both within the team and with other stakeholders
  • Help to answer any queries the team may get from internal or external stakeholders
  • Provide ad hoc support to the wider team as and when required
What will I need to be successful in this role?
  • Confident communication skills, both written and verbal
  • High level of accuracy and good attention to detail
  • Ability to build and maintain relationships with internal stakeholders
  • Well organised and ability to prioritise and meet deadlines
  • Basic understanding of MS Office (Word, Outlook, PowerPoint, Excel)
  • A proactive team player who is confident about working independently and can promptly escal...
  • Logical and analytical approach coupled with intelligence, passion and a drive to learn
  • Available to start the apprenticeship programme in September 2026
  • 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
  • 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 a Life Investment Office Apprentice with M&G, you will undertake the…

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