Investment Analyst (12 Month Fixed Term Contract)

Investment Analyst (12 Month Fixed Term Contract)

22 Bishopsgate, London – Hybrid

At AXA IM our purpose, to act for human progress by investing for what matters, is central to every action we take as a business. As a responsible asset manager, we actively invest for the long-term to help our clients, our people and the world to prosper.

As a future Investment Analyst, you will report to Head of Equities Investment Analytics, and you will be part of AXA IM Equities, Quant Solutions.

DISCOVER your opportunity

The role involves working as a member of a specialist analytical team which focuses on portfolio construction/investment risk management and investment research/alpha support (including the integration of ESG/sustainability/climate transition criteria), working closely with the investment teams to support & enhance investment processes and to contribute to product development and investment governance.

Your role and responsibilities will include:

• Support PMs in building well-constructed portfolios – using a range of detailed risk insights, market considerations and deep understanding of investment processes
• Provide analytical research and support for alpha generation – using proprietary quantitative research & screening techniques and leveraging 3rd party quantitative tools and datasets and including the integration of ESG/sustainability/climate transition criteria within portfolios
• Provide analytical support for new product concept evaluations and new client requirements – by evaluating investment opportunity set and product concept characteristics and by modelling potential investment outcomes
• Provide investment oversight & challenge – leveraging detailed knowledge of investment processes, implementation approaches and expected portfolio characteristics and behaviours in differing market environments

The role requires the following elements:

• Building and leveraging strong working relationships with portfolio managers within the investment teams (for specific strategies) and senior management
• Participating in regular PM and strategy team meetings (including preparation & presentation of analytical content to support the strategies being reviewed/discussed)
• Participating in client pitches and presentations alongside the portfolio managers as part of the client proposition from the investment team
• Design & production of standard and bespoke analytics on a pro-active and reactive basis in order to provide advisory support for portfolio construction and investment processes for existing and new products and also for commercial and business development needs
• Leading specific team and investment platform project initiatives and the ongoing design & development of enhancements to core analytics to support specific investment strategies, including the incorporation of ESG/RI/Sustainable Investment considerations within investment processes

As a member of the Equities & Multi Assets Investment Analytics team, the role also requires the provision of technical leadership, guidance, and knowledge-sharing with less experienced team colleagues.

SHARE your unique expertise

We welcome different combinations of skills & experiences.

Your qualifications and experience:

• Strong quantitative background – mathematics/econometrics/engineering preferred
• Experience in a similar role
• Risk management/portfolio construction/portfolio management background
• Deep knowledge of fundamental analysis and equity portfolio characteristics
• Strong Equity bias required but experience of multi-asset risk management useful
• Good working knowledge of responsible investment and integration of ESG/sustainability/climate transition considerations alongside financial criteria in investment decision-making
• Strong Excel skills essential
• Strong FactSet/Bloomberg skills preferred
• Python and Tableau experience desired
• CFA or equivalent

Your knowledge and skills:

• Active risk management mindset – a rounded approach to building portfolio risk insights is key
• Risk model evaluation/ability to understand risk models from first principles and evaluate outputs accordingly
• Good communication & presentation skills essential
• High degree of reliability and accuracy
• Ability to demonstrate strong organisational skills
• Able to apply judgement/form & express views on portfolios/markets based on analytics and insights developed
• Self-starter, able to work autonomously where needed but collaboratively also – a team-player mindset is preferred

We would love to know more about you. Let’s connect! Send us your resume.