The V.I.E. will work closely with the US Fixed Income investment specialists and other members of US Fixed Income on a wide variety of deliverables related to new business opportunities, client reporting, ad hoc data requests, presentation updates etc. while helping to improve technical efficiencies related to the existing production process.
As a VIE on the US Investment Specialists’ team, the individual in this position will:
- Gather and organise information on the firm, strategies, processes, products, and investments, for the purpose of supporting client and prospect interactions
- Edit/update and customise marketing and presentation materials, assist with data from RFPs/RFIs, and support client portfolio reporting as necessary, ensuring all materials are in compliance.
- Support the US Fixed Income team as needed for portfolio information and market data. Tasks typically require a large amount of data manipulation and aggregation of quantitative data.
- Respond to internal requests for data (performance, asset, client, portfolio data) from multiple internal groups including investment professionals, operations, compliance, data management.
- The role will also be to help improve technical efficiencies via existing tools (i.e., using advanced Excel functionality, macros, advanced FactSet capabilities, Tableau, etc.)
- Maintain centralised client and product files and help support/ improve infrastructure for storage of historical data reports and records
Important:
The investment specialists team works very closely together, often depending on one another to act as backups as workloads ebb and flow.
The VIE must be open to this type of flexible work dynamics and enjoy working together as a member of a team of highly committed individuals
Your Profile
Education/Qualifications
- Undergraduate degree/BS/BA required
Experience
- Previous experience in financial industry - preferably within Fixed Income at an asset management company.
Knowledge And Skills
- High level of comfort with quantitative/ analytical skills required
- Good basic understanding of financial / bond markets and general economics; understanding of bond characteristics
- Strong proficiency in PowerPoint and Excel required; (familiarity with VBA and writing macros is a plus)
- Experience with Advent’s Geneva reporting module, FactSet Portfolio Analytics and Tableau a plus
- Excellent verbal, written and editing skills in English required
Competencies
- Attention to detail is a MUST
- Proactive and pragmatic
- Precision, along with a high level of attention to detail is required in all aspects of the role.
- A self-motivated, curious individual with an ownership mentality is ideal for this role
- Excellent communication skills and ability to work well in a team environment
- Client-oriented mind-set
- Well organized and able to manage multiple deadlines simultaneously
- Good interpersonal skills as strong dependencies/interactions with other team members are critical
- Prior experience with data manipulation a plus
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
At AXA IM we are investing with a clear purpose – to make the world a better place. We act for human progress by investing for what matters. Our conviction-led approach enables us to uncover what we believe to be the best global investment opportunities across alternative and core asset classes. We are already entrusted by our clients with more than €887 billion in assets.
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AXA IM is an Equal Opportunity Employer, and we encourage candidates with disabilities or any other protected characteristic to apply. We are committed to providing reasonable accommodation to qualified applicants and employees with disabilities, when needed, to apply for a position or to perform essential job functions.
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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. AXA IM is committed to building an inclusive culture, valuing diversity and supporting the career progression of all employees.
