Investment Specialist - Fixed Income

AXA Group; Puteaux; Sur place; EUR 45 000 - 75 000; Plein temps

Résumé du poste

An established industry player is seeking an investment specialist to enhance their client-facing activities and develop innovative investment products. In this dynamic role, you will support the investment team, ensuring high-quality client service and effective marketing communications. Your expertise in Fixed Income strategies will be crucial as you create compelling content and respond to client inquiries. Join a forward-thinking company that values collaboration and offers a vibrant work environment where your contributions will significantly impact the investment landscape.

Qualifications

• Bachelor's degree or higher required, with additional Asset Management qualifications being a plus.
• Strong understanding of investment concepts, especially in Fixed Income.

Responsabilités

• Support the investment team in client-facing and marketing initiatives.
• Develop and promote investment products for client demand.

Connaissances

Fixed Income Market Knowledge

Investment Strategies

Client-facing Experience

Communication Skills

Microsoft Office Proficiency

Tableau

VBA

Python

Formation

Bachelor’s Degree

Asset Management Qualifications

Outils

Microsoft PowerPoint

Description du poste

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. The team work directly to contribute to the growth of AXA IM in partnership with the investment teams and client group.

Key roles and responsibilities

• Support the investment team in all types of clients facing, marketing and communication initiatives.
• Gather and organize information on the firm, the strategies, processes, products, and investments
• Work with the Sales and RFP teams to structure high-quality answers to prospect requests
• Design and structure key messages and adapt messages for product materials

Develop our fixed income offering for clients

• Attend regular investment meetings to become an expert in your strategy / strategies
• Use this knowledge to be an internal central point of reference
• Develop and promote a range of products and solutions to respond to future investor demand

Update and create investment-related content for assigned investment strategies

• Own the marketing messaging for assigned strategies and produce high quality content for external audiences, including fund presentations, web content and other promotional literature
• Write regular publications ( monthly perspectives, monthly / quarterly comments)
• Keep standard materials up to date

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

Candidate Profile

Education / Qualifications

• Bachelor’s degree or higher required.
• Any other qualifications related to the Asset Management industry would be a plus.

Experience

• A strong understanding of investment concepts and strategies, particularly in Fixed Income
• Experience dealing with the retail, wholesale and institutional segments
• Client-facing experience a positive.

Knowledge and Skills

• Strong Fixed Income market and strategy knowledge
• Responsible Investment knowledge
• Perfect command of English required (written and verbal), other languages would be a plus
• Proficiency with Microsoft Office, particularly PowerPoint, is required.
• Ability to write articulately and concisely on technical subjects is a must
• Tableau / VBA / Python / other coding skills are preferred
• Strong interpersonal and communication skills, willingness to work as part of a team and maintain a positive attitude
• Able to prioritise and maintain a positive attitude in fast-moving situations.
• Excellent organisational skills, attention to details and reactive behavior.