RFP Analyst Intern

AXA Investment Managers (AXA IM) is an active, long-term, global multi-asset investor with assets committed to finding the most efficient and sustainable sources of return across global markets, from equities to bonds, real estate to other alternative asset classes. We believe that responsible investment makes a positive impact on society; that is why we incorporate environmental, social and governance (ESG) considerations into our investment decisions and product range. With over €858 billion of assets and over 2,600 people operating around the world out of 18 investment centers, AXA IM is a privately-owned subsidiary of the AXA Group, a global leader in financial protection and wealth management. We enjoy the backing of one of the world's largest players in the financial protection industry.

DISCOVER your opportunity:

The Core RFP Team

RFP stands for Request For Proposal, an essential dimension of clients and prospects approach. RFP encompasses the entire tendering process (questionnaires, documents, presentations, etc.) that asset managers prepare in order to attract new client mandates.

The Core RFP team is based in Paris and London and is part of the AXA IM Core investment platform managing liquid assets, namely Fixed Income, Equity and Multi Asset portfolios.

The Core RFP team covers both prospective institutional and distribution clients; from answering the clients' questionnaire to preparing the pitch presentations for the final 'beauty contest'. The team's mission is to deliver high quality, winning RFPs within the strict client deadlines. Our proposals cover a diverse range of liquid products and strategies including highly tailored and innovative institutional solutions taking into account responsible investment considerations, from integrated to impact products.

Being part of the Core RFP team involves a close working relationship with portfolio management and sales teams, as well as with all other company's stakeholders (risk, operations, etc.) in a real project management mode.

As the team covers Europe, the United States and Asia, it presents an excellent opportunity to gain exposure and insight to the internal framework of one of Europe's largest asset managers and to gain a wealth of knowledge about the products we manage and the markets we operate in.

Key Accountabilities

1. Act as a key contributor in the capital raising process, both for mandates and pooled funds, mainly for major institutional investors.
2. Overall responsibility for the production (from the first draft to the final proposal to the client) and process coordination of RFPs/Due Diligence Questionnaires (DDQ), etc.
3. Creation of accurate, compelling and client-focused RFP responses aiming to present our company and our investment solutions.
4. Development of strong, effective, two-way working relationships with key stakeholders, including Institutional Sales teams and Portfolio Managers globally.
5. Gaining a broad knowledge of liquid investments (Equity, Fixed Income and Multi Assets products).
6. Contact with many business partners who will help in providing data and answering questions (e.g., Sales teams, Portfolio Managers, Responsible Investment experts, Investment Specialist team, Trading and other departments).
7. Rigorous adherence to review, compliance and record-keeping procedures (RFP Reporting).

Your Profile

Share your unique experience:

Qualifications, Experience/Skills and Key Competencies

Education / Qualifications

1. Degree in Finance or Business Management.

Experience

1. Prior experience working in the financial markets industry is a plus.
2. Excellent level of French plus English (another language can be a plus).

Knowledge and Skills

1. Excellent writing skills: enjoys writing and transforming technical descriptions into marketing documents, easy to read for non-specialists, with a strong emphasis on key selling points.
2. Strong analytical skills and product knowledge.
3. Ability to understand and describe investment processes and financial solutions in detail.
4. Client focused.
5. Ability to challenge experts (Sales, Product Specialists, etc.).
6. Good project management skills.

Key Competencies

1. Rigorous, curious, sense of detail and well-organised.
2. Team player: willingness to share know-how and to learn from others.
3. Leadership/entrepreneurial spirit to take full responsibility for delivering the documents required, ability to gather information from different departments.
4. Enjoys working in an international environment.
5. Works well under pressure, respect of tight deadlines.
6. Excellent knowledge of MS Office tools.

#JoinUs

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 Investment Managers | Home | AXA IM Corporate (axa-im.com)

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.

Inclusion and Diversity | Careers | AXA IM Corporate (axa-im.com)

What We Offer

We are committed to offering 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.