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Investment Specialist

London, United Kingdom
Competitive Salary
Closing date
Jan 29, 2023

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Job Role
Contract Type
Full Time
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Job Purpose

Investment specialists combine technical expertise/high level of investment knowledge with commercial acumen, working to grow AXA IM Core 's business in partnership with Investment Teams & Client group.

Key Accountabilities

Create and update investment related collateral for assigned strategies
  • Own the marketing message for assigned strategies and produce high quality content for external audiences, including fund presentations, web content and other promotional literature
  • Writing regular publications (e.g., Perspectives documents) on a monthly/quarterly basis
  • Updating standard PowerPoint fund presentations and reports on a monthly or quarterly basis
  • Provide support to the creation of bespoke PowerPoint product/solution presentations
  • Ensuring all presentations and reports are in line with compliance requirements
  • With all the above tasks, you will be expected to proactively suggest and carry out enhancements to the processes and documents

Contribute to/drive business development for assigned strategies
  • Work with the RFP team to structure appropriate and high-quality answers to prospect requests. Participate in sales process from RFP review/support to finals pitches
  • Communicating fund/strategy updates to all relevant teams internally, in a timely and articulate way
  • Answer ad-hoc requests and information queries sent by the Client Group and other internal teams
  • In liaison with all parts of the company, gather, organize information on the firm, the strategies, processes, portfolios, and performances for the purpose of responding to ad hoc questions, preparing investment review material and attending/delivering performance review meetings
  • Contribute to new product development in liaison with product development and fund range teams

Represent Investment team in client facing occasions where relevant
  • Represent the investment platform with existing assigned clients and prospects where relevant
  • In liaison with all parts of the company, gather, organize information on the firm, the strategies, processes, portfolios, and performances for the purpose of responding to ad hoc questions, preparing investment review material and attending/delivering performance review meetings
  • Closely work with the sales teams globally to identify client needs and present accordingly existing strategies and/or what might be a solution to their guidelines

Active contributor to investment team meetings
  • Know about portfolios, guidelines positioning and active strategies
  • Understand market dynamics
  • Provide relevant clients/sales team's feedback
  • Help to define key performance messages for assigned strategies

Active contributor to Investment Specialist team meetings & projects
  • Work towards the automation of tasks (e.g., using Tableau software)
  • Propose new ideas or solutions to improve development, quality of service or productivity
  • Participate proactively in Investment Specialist team meetings/ transversal projects
  • Assist the Heads of the Investment Specialist team and colleagues to foster teamwork

Your Profile

Role Requirements

  • Bachelor's degree or higher required
  • CFA / other technical qualifications a plus

  • At least 3 to 5 years of experience in a similar/same role within Asset Management or Financial Services

Knowledge and Skills
  • Perfect command of English (written and verbal) is required; other languages are a plus
  • Proficiency with Microsoft Office (PPT, Word and Excel) is required; prior experience working with Tableau, Bloomberg a plus
  • Ability to write articulately and concisely on technical subjects is a must

  • Strong interpersonal and communication skills, enthusiastic, willingness to work as part of a team
  • Able to prioritise and to maintain a positive attitude in fast-moving situations
  • Excellent organisational skills and attention to detail
  • Creativity in the way to present information
  • Able to adapt to various cultures and levels of sophistication
  • A desire to learn and an ability to pick up new skills quickly

About AXA

Would you like to wake up every day driven and inspired by our noble mission and to work together as one global team to empower people to live a better life? Here at AXA we strive to lead the transformation of our industry. We are looking for talented individuals who come from varied backgrounds, think differently and want to be part of this exciting transformation by challenging the status quo so we can push AXA - a leading global brand and one of the most innovative companies in our industry - onto even greater things. In a fast-evolving world and with a presence in 64 countries, our 166,000 employees and exclusive distributors anticipate change to offer services and solutions tailored to the current and future needs of our 103 million customers.

About the Entity

AXA Investment Managers (AXA IM) is a responsible asset manager, actively investing for the long-term to help its clients, its people and the world to prosper. Our high conviction approach enables us to uncover what we believe to be the best global investment opportunities across alternative and traditional asset classes, managing ‚¬887 billion in assets as of December 2021.

AXA IM is a leading investor in green, social and sustainable markets, managing ‚¬563 billion of ESG-integrated, sustainable and impact assets at the end of 2021.

We are committed to reaching net zero greenhouse gas emissions by 2050 across all our assets, and integrating ESG principles into our business, from stock selection to our corporate actions and culture. Our goal is to provide clients with a true value responsible investment solution, while driving meaningful change for society and the environment.

At end of 2021, AXA IM employs over 2,488 employees around the world, operates out of 28 offices across 18 countries and is part of the AXA Group, a worldwide leader in insurance and asset management.

What We Offer

We are proud to foster a high-performance culture, which means that we seek to recruit and retain people who are not only technically-skilled but also globally-minded, innovative and able to leverage their unique perspectives and life experiences to support our success as a company. Employing the best professionals from the widest possible talent pool is at the heart of our strategy of delivering excellent quality of service to our diverse clientele.

This employer is a corporate member of myGwork - LGBTQ+ professionals, the business community for LGBTQ+ professionals, students, inclusive employers & anyone who believes in workplace equality.
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