Investment Analyst Apprentice Review
at M&G plc
Higher Level Apprenticeship
Finance
London
Review Submitted: March 2026
Overall Rating
4.9 /5
The Overall Rating is the average of all the ratings given in each category. We take those individual ratings and combine them into one final score!
5/5
-
Overview of Role
5/5
-
Skills Development
4.8/5
-
Structure and Support
Overview of Role
Please give an overview of your role and what this involves on a day-to-day basis:
5/5
I work within M&G Investments on the asset management side as an Investment Analyst Apprentice in Private Markets Research. As part of my apprenticeship, I rotate across Structured Credit, Infrastructure, and Private Placements.
I’m currently working in the Infrastructure Debt team, where I review investor presentations for potential deals, understand the deal structure, and discuss opportunities with senior analysts and associate directors/directors. I also support the team with deal analysis, reviewing financials, and drafting investment memos.
When I’m not involved in live transactions, I take on data‑focused tasks, making sure all information in our internal systems is accurate and up to date, and correcting anything that needs updating.
I’m particularly looking forward to my rotation in Structured Credit because I have a strong interest in ABS as an investment product—its structure, features, and the analytical approach behind it.
Alongside my Private Markets work, I’m also involved in analysing REITs (Real Estate Investment Trusts), which involves extensive use of Excel. My day usually starts with a morning meeting, depending on which team I’m with, followed by a catch‑up with my line manager to go through my pipeline and priorities.
I also spend one day a week studying towards my IMC qualification.
I’m currently working in the Infrastructure Debt team, where I review investor presentations for potential deals, understand the deal structure, and discuss opportunities with senior analysts and associate directors/directors. I also support the team with deal analysis, reviewing financials, and drafting investment memos.
When I’m not involved in live transactions, I take on data‑focused tasks, making sure all information in our internal systems is accurate and up to date, and correcting anything that needs updating.
I’m particularly looking forward to my rotation in Structured Credit because I have a strong interest in ABS as an investment product—its structure, features, and the analytical approach behind it.
Alongside my Private Markets work, I’m also involved in analysing REITs (Real Estate Investment Trusts), which involves extensive use of Excel. My day usually starts with a morning meeting, depending on which team I’m with, followed by a catch‑up with my line manager to go through my pipeline and priorities.
I also spend one day a week studying towards my IMC qualification.
To what extent do you enjoy your programme?
5/5
I’m really enjoying my programme. Having the opportunity to work across three different teams has been great, as each investment product requires its own way of thinking and a slightly different approach.
I’ve been learning a lot on the job, and my colleagues have been extremely supportive. They take the time to train me properly, walk me through new tasks, and explain concepts in a way that’s clear and easy to understand. My IMC studies have also been helpful—much of the content links directly to my day‑to‑day work, which makes both studying and the job itself more meaningful.
At the start of my apprenticeship, my line manager created a clear development plan, which has helped me understand what I’m working towards. Both my manager and the wider team have put a lot of effort into helping me settle in.
One of the things I enjoy most about the role is the variety. I’m not doing the same task every day; there’s always something new to work on—whether it’s a different deal, a new investment product, or a concept I haven’t come across before. It keeps the job engaging and makes me more motivated to learn and grow.
I’ve been learning a lot on the job, and my colleagues have been extremely supportive. They take the time to train me properly, walk me through new tasks, and explain concepts in a way that’s clear and easy to understand. My IMC studies have also been helpful—much of the content links directly to my day‑to‑day work, which makes both studying and the job itself more meaningful.
At the start of my apprenticeship, my line manager created a clear development plan, which has helped me understand what I’m working towards. Both my manager and the wider team have put a lot of effort into helping me settle in.
One of the things I enjoy most about the role is the variety. I’m not doing the same task every day; there’s always something new to work on—whether it’s a different deal, a new investment product, or a concept I haven’t come across before. It keeps the job engaging and makes me more motivated to learn and grow.
Skills Development
Have you learnt any new skills or developed existing skills?
5/5
I think I’ve really developed over the course of my apprenticeship and strengthened a lot of the skills I already had. One of the biggest areas for me has been time management. Trying to balance work, studying, going to the gym, spending time with friends and family, watching football, and still having time for myself definitely isn’t easy. It requires proper planning and structure, and the TSX sessions have genuinely helped me organise my time better.
I’ve also improved my communication and presentation skills. I’ve taken part in several work insight events where I presented about my role and M&G to sixth‑form students, and those experiences made a big difference in how confident and clear I am when sharing information. Working across different teams has also helped me build strong collaboration skills, as I’ve had to adapt to different ways of working and communicating.
Another important skill I’ve learned is knowing when to say no. If I feel I can’t take on more work, it’s completely fine to be honest about it, and learning that has helped me avoid feeling overwhelmed.
My apprenticeship provider has also run workshops on Excel, business writing, and financial modelling, which have been really useful. Since I use Excel and business writing a lot when working on deals, these sessions have helped me massively.
I’ve also improved my communication and presentation skills. I’ve taken part in several work insight events where I presented about my role and M&G to sixth‑form students, and those experiences made a big difference in how confident and clear I am when sharing information. Working across different teams has also helped me build strong collaboration skills, as I’ve had to adapt to different ways of working and communicating.
Another important skill I’ve learned is knowing when to say no. If I feel I can’t take on more work, it’s completely fine to be honest about it, and learning that has helped me avoid feeling overwhelmed.
My apprenticeship provider has also run workshops on Excel, business writing, and financial modelling, which have been really useful. Since I use Excel and business writing a lot when working on deals, these sessions have helped me massively.
Structure and Support
How well organised/structured is your programme?
4/5
I believe the programme is really well organised and gives me the chance to gain proper experience across Private Markets as a whole. I’m currently in my first rotation within Infrastructure Debt and will be moving into Structured Credit over the next few months, which I’m really looking forward to.
I have regular catch‑ups with my line manager where we go through my pipeline, priorities, and what I should focus on over the next few weeks or month. These check‑ins help me stay on track and give me a clear view of what’s coming up.
Alongside my day‑to‑day role, I’m also studying towards my qualification, which links closely to the work I do. It’s helpful because a lot of the concepts I learn feed directly into my job and make the learning feel more relevant.
I have regular catch‑ups with my line manager where we go through my pipeline, priorities, and what I should focus on over the next few weeks or month. These check‑ins help me stay on track and give me a clear view of what’s coming up.
Alongside my day‑to‑day role, I’m also studying towards my qualification, which links closely to the work I do. It’s helpful because a lot of the concepts I learn feed directly into my job and make the learning feel more relevant.
How much support do you receive from your employer?
5/5
I feel that I receive a great deal of support from my employer. All my colleagues have really helped me settle in, especially at the start of my apprenticeship, because the transition from sixth form to a corporate environment is a big change.
We also have regular catch‑ups with the apprenticeship manager and the other apprentices, where we talk about how the programme is going and whether we need any additional support.
We also have regular catch‑ups with the apprenticeship manager and the other apprentices, where we talk about how the programme is going and whether we need any additional support.
How much support do you receive from your training provider when working towards your qualifications?
5/5
I receive a lot of support from my training provider. We have an online portal with lecture videos, plenty of exam questions, and multiple mock exams, which makes revision much easier. There’s also a separate section where we can ask questions on any topics we’re unsure about, and the responses are always really quick and helpful.
How well do you feel that your qualification (through your training provider) helps you to perform better in your role?
5/5
I’m really glad my line manager chose the IMC qualification for me. I think it’s the perfect fit for someone working in Structured Credit, Infrastructure, or Private Placements. Unit 1 focuses mainly on regulation, which gives a solid foundation, but Unit 2 is where it really connects to my day‑to‑day role. I’m learning key topics that are directly relevant to the deals I work on, and it’s made it much easier for me to understand different investment products and how they’re structured.
Are there extra-curricular activities to get involved in at your work? (For example, any social activities, sports teams, or even professional networking events.)
5/5
I get involved in professional networking events through the Investment 20/20 programme. So far, I’ve attended three networking events, and each one has been a great opportunity to meet people across the industry. There are plenty of networking events available through Investment 20/20, so there’s always something to get involved in.
Recommendations & Advice
Would you recommend M&G plc to a friend?
Yes
Why?
The culture at M&G is great. All my colleagues are very supportive, and a lot of the success I’ve had so far in my apprenticeship comes from the guidance and support I receive from both my team and my line manager. From the beginning, I’ve had a clear development plan that outlines the teams I’ll be working with and the direction I’m heading in.
What I value a lot is the consistent constructive feedback I receive. I genuinely look forward to it because it helps me understand where I can improve, recognise my mistakes, and continue growing in my role.
What I value a lot is the consistent constructive feedback I receive. I genuinely look forward to it because it helps me understand where I can improve, recognise my mistakes, and continue growing in my role.
What tips or advice would you give to others applying to M&G plc?
My top advice would be to research M&G and the team you’re applying to. Showing genuine interest and passion goes a long way. And most importantly, just be yourself.
