Senior Investment Manager

AXA UK plc; City of Westminster; On-site; GBP 100,000 - 125,000; Full time

Job summary

A leading financial services company in the United Kingdom is seeking a Senior Investment Manager to lead asset allocation strategies with a focus on alternatives. The successful candidate will drive portfolio optimisation, conduct in-depth research, and monitor performance, ensuring alignment with risk and return objectives. This role demands strong analytical skills and involves managing complex investment strategies across various asset classes. The position offers a competitive salary and numerous benefits, including a contributory pension scheme and generous annual leave.

Benefits

Competitive annual salary

Annual company & performance-based bonus

Contributory pension scheme

Life assurance

Private medical cover

28 days annual leave plus Bank Holidays

Opportunity to buy/sell extra days leave

Well-being services & resources

AXA employee discounts

Qualifications

• 7-10 years of experience in asset management, investment banking, or related fields.
• Deep knowledge of investment principles, instruments, and risk management techniques.
• Proven experience in portfolio optimisation and managing complex investment strategies.

Responsibilities

• Lead asset allocation strategies focusing on alternatives.
• Manage ongoing portfolio optimisation and monitoring.
• Originate new investment opportunities through due diligence.

Skills

Analytical skills

Quantitative skills

Interpersonal skills

Presentation skills

Attention to detail

Education

Master's degree

CFA or Actuary qualification

Job description

As a Senior Investment Manager, you'll lead AXA UK & Ireland's asset allocation strategies with a focus on alternatives. You'll drive portfolio optimisation, conduct in‑depth research, evaluate investment opportunities, and monitor performance to ensure we meet our risk and return objectives. This role offers the chance to influence strategic investment decisions and work closely with internal teams and external managers to deliver sustainable value.

Responsibilities

• Determine and implement optimal asset allocations within ALM and risk frameworks, with a focus on alternative assets, to maximise risk‑adjusted returns.
• Manage the ongoing optimisation and monitoring of the portfolio's earnings and total return, ensuring diversification and adherence to risk and capital constraints.
• Originate new investment opportunities through sourcing, due diligence, risk/reward analysis, and presenting findings to investment committees.
• Oversee investments in various asset classes including private/structured investment‑grade and high‑yield assets, hedge funds, real estate, and private equity, ensuring seamless processing of capital calls, distributions and redemptions.
• Negotiate investment terms, fees, and legal documentation with support from internal and external legal and compliance teams.
• Manage and monitor relationships with asset managers, ensuring operational excellence and investment performance.
• Oversee the efficient execution of investment processes, maintaining accurate documentation, and supporting daily investment activities.
• Collaborate with AXA Group Centres of Expertise to shape the investment approach in alternatives for long‑term strategic alignment.

Qualifications

• Master's degree, CFA, or Actuary qualification, with 7‑10 years of experience in asset management, investment banking, or related fields.
• Strong analytical and quantitative skills, with a focus on fixed income and alternative assets.
• Deep knowledge of investment principles, instruments, and risk management techniques.
• Proven experience in portfolio optimisation, asset allocation, and managing complex investment strategies.
• Excellent presentation and report‑writing skills, with the ability to communicate complex ideas clearly.
• Strong interpersonal and relationship management skills, capable of influencing internal and external stakeholders.
• Attention to detail, commitment to quality, and the ability to grasp complex issues quickly.
• A team player with a proactive approach to driving investment excellence and innovation.

Eligibility

As a precondition of employment for this role, you must be eligible and authorised to work in the United Kingdom.

Equal Opportunities Statement

We acknowledge and appreciate the exceptional efforts of our people in protecting what matters most to our customers. In exchange we offer a series of core and supporting benefits designed to empower our people to thrive both professionally and personally. We believe in hiring people who possess the appropriate skills and values that align with our vision. Our selection process is fair and equitable, ensuring that all candidates have an equal opportunity to join us. We are dedicated to promoting diversity and inclusion, and we actively encourage applications from individuals of all backgrounds. As an Equal Opportunities Employer, we take pride in treating our employees and potential hires with respect and without discrimination based on any Protected Characteristics. AXA UK are recognised as a Disability Confident Leader. We actively encourage applications from people who face barriers in the workplace due to a disability or long‑term health condition. We participate in the Disability Confident "Offer of Interview" scheme, which means a fair and proportionate number of candidates with long‑term health conditions or disabilities who meet the essential criteria of a job will be offered an interview. You do not need to share the details of your long‑term health condition or disability for your application to be considered under this scheme.

Benefits

• Competitive annual salary.
• Annual company & performance‑based bonus.
• Contributory pension scheme (up to 12% employer contributions).
• Life assurance (up to 10× annual salary).
• Private medical cover.
• 28 days annual leave plus Bank Holidays.
• Opportunity to buy up to 5 extra days leave or sell up to 5 days leave.
• Well‑being services & resources.
• AXA employee discounts.