Job Purpose
The main objective of the investment specialist team is to represent investment teams in client-facing activities, develop and promote investment products, and provide high-quality client service. This role is for a US Fixed Income Investment Specialist and will be responsible for working closely with the US investment grade and high yield investment teams.
Key Accountabilities
- Production of presentations and data manipulation
- Support the US fixed income teams as required for data or product information
- Edit/update and customise marketing and presentation materials, assist with data from RFPs/RFIs, and support client portfolio reporting, as necessary
- Respond to internal requests for data (performance, asset, client, portfolio data)
- Create, update, and customise and improve sales presentations and other marketing materials for US fixed income products
- Tasks can require a large amount of data manipulation and manual aggregation of quant data
- Develop fixed income offering for clients
- Attend regular investment meetings to become expert in the US fixed income strategies
- Use knowledge to be a central point of reference, both internally and externally
- Develop and promote a range of products and solutions to respond to future investor demand
- Business development
- Gather information on the firm, strategies, processes, products, and investments, for the purpose of presenting to clients and prospects
- Work with Sales and RFP teams to structure high quality answers to prospect requests
- Design and structure key messages and adapt messages for product materials
- Develop sufficient technical and product knowledge with a view to representing investment teams in client facing and marketing activities over time
- A high quality of client service
- Organise timely and accurate responses to all types of client or prospect queries
- Deliver high quality client analysis
- Present topics of expertise and standard updates to clients
- Interact frequently with, and respond to requests for information from multiple internal groups including investment professionals, operations, compliance, data management, et al.
Your Profile
Role Requirements
- Education/Qualifications
- Undergraduate degree/BS/BA required
- Experience
- Preference for experience in financial industry, preferably within Fixed Income at an asset management company
- Strong understanding of investment concepts and strategies
- Knowledge and Skills
- High level of comfort with quantitative / analytical skills required
- Good understanding of financial / bond markets and general economics; understanding of bond characteristics
- Strong proficiency in Excel required; (familiarity with VBA and writing macros is a plus)
- Proficient with Microsoft Powerpoint and Word
- Experience with FactSet Portfolio Analytics, Bloomberg, and Tableau a plus
- Excellent verbal, written and editing skills in English required
- Competencies
- Attention to detail a MUST
- Proactive and pragmatic - working in a fast-paced environment
- 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 work within critical deadlines
- Good interpersonal skills as strong dependencies/interactions with other team members are critical
- Prior experience with data manipulation, client reporting, and RFPs a plus
About AXA
The AXA Group is a global leader in insurance and asset management, with 160,000 employees serving 105 million customers in 62 countries.
We protect and advise our clients at every stage of their lives, offering products and services that meet their needs in the areas of insurance, personal protection, savings and asset management.
Our mission: To act for human progress by protecting what matters.
Our values: Customer first, Integrity, Courage and One AXA.
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.
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.
What We Offer
We are committed to offer you an environment where you can:
- Grow your potential: Be part of a forward-thinking business with internal opportunities and personalized learning paths available to help constantly develop your skills and abilities.
- Shape the way you work: Work for a company which is highly committed to providing flexibility & balance to its employees, offering you a large range of benefits (hybrid working, competitive health benefits, among many others).
- Thrive within a diverse community: Play a role within a responsible company that actively recognizes and values individual differences in a diverse and inclusive workforce.
- Move the world forward: Join a responsible employer that acts in favor of societal and environmental causes as an investor, insurer and company, notably through the AXA Heart in Action association. As part of our commitment to sustainability and environmental responsibility, we will celebrate your arrival by planting a tree.