Investment Specialist

il y a 13 heures


Puteaux, France AXA Temps plein

Référence de l’offre
22000936

Type de contrat
CDI

Niveau d'expérience
Expérimentés

Société du groupeAXA Investment Managers

Famille métierGestion d'actifs

Localisation
PUTEAUX, Hauts-de-Seine

**Votre rôle et vos missions**:
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.
- Update and create investment related content/collateral for assigned investment strategies
- Updating standard PowerPoint fund presentations and reports on a monthly or quarterly basis
- Writing regular publications (e.g. Perspectives documents) on a monthly/quarterly basis
- Provide support with 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 investment strategies, for example:

- Contributing to RFPs from start to finish
- 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
- Contribute to initiatives relating to assigned strategies and/or team projects, for example:

- Creating original content for Fund marketing campaigns
- Participating in the development of new investment strategies and fund launches
- Work towards the automation of tasks (e.g. using Tableau software)
- Work closely with the Fund Management team to:

- Know about portfolios, guidelines positioning and active strategies
- Understand market dynamics
- Be able to present strategies to internal sales teams
- Enhance material relating to fund managers and their strategies
- Active contributor to create /foster teamwork across the Investment Specialist team
- Assist the Heads of the Investment Specialist team and colleagues to foster teamwork
- Participate proactively in Investment Specialist team meetings/ transversal projects
- Propose new ideas or solutions to improve development, quality of service or productivity

**Votre profil**:
Education/Qualifications
- Bachelor’s degree or higher required
- CFA / other technical qualifications a plus

Experience
- Experience in the Financial Services industry
- Experience in a similar role is a plus

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

Competencies
- Excellent organisational skills and attention to detail
- Able to prioritise and to maintain a positive attitude in fast-moving situations
- Collegial attitude is paramount to the success of the mission
- 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

**Votre environnement de travail**:
Aimeriez-vous vous lever chaque jour motivé(e) par une mission inspirante et travailler en équipe pour permettre de protéger les personnes et leurs proches? Chez AXA nous avons l’ambition de mener la transformation de notre métier. Nous cherchons des personnes talentueuses ayant une expérience diversifiée, qui pensent différemment, et qui veulent faire partie de cette transformation passionnante en challengeant le statu quo et faire d’AXA - marque globale leader et une des sociétés les plus innovantes dans notre secteur - une entreprise encore plus performante et responsable. Dans un monde en perpétuelle évolution et avec une présence dans 64 pays, nos 166 000 salariés et distributeurs privilégiés anticipent le changement pour offrir des services et solutions adaptés aux besoins actuels et futurs de nos 103 millions de clients.

AXA Investment Managers (AXA IM) est un gestionnaire d’actifs responsable qui investit activement sur le long terme pour la prospérité de ses clients, de ses collaborateurs et de la planète. Avec environ 866 milliards d’euros d’actifs sous gestion à fin juin 2021, notre gestion de conviction nous permet d’identifier les opportunités d’investissement que nous considérons comme les meilleures du marché à l’échelle mondiale dans les différentes classes d’actifs alternatives et traditionnelles. AXA IM est un leader sur le marché de l’investissement vert, social et durable, avec 568 milliards d’euros d’actifs intégrant des critères ESG, durables ou à impact, à fin juin 2021. Nous nous sommes engagés à atteindre l’objectif de zéro émission nette de gaz à effet de serre d’ici 2050 pour l’ensemble de nos actifs, et à intégrer les considérations ESG dans nos activités, de la sélection des t



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