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Investment Specialist Intern: Presentations & Client Analytics
Posted 3 hours 43 minutes ago by Amundi
Why this role is important to us
The main purpose of the Investment Specialist Intern is to support the other IS team members
in producing presentation materials, answering ad-hoc client requests and work on growth
initiatives.
What you will be responsible for
To produce and update standard presentation materials and ad-hoc client presentations
(for portfolio reviews and/or investment proposals purposes)
In response to sales team or Dublin colleague (IS team members, PM, Analysts) queries,
regularly prepare and/or analyse portfolio historical data extracts / management
comments/other queries as requested
To keep track of all the management comments / performance attributions / dedicated
reviews / bespoke reports to be produced by the IS team as well their respective
deadlines to try to ensure the best possible quality of service
Assist investment specialists, fund managers and analysts in handling client inquiries,
follow-up with client requests, work with RFP teams on RFPs and maintaining financial
models.
What we value for the role
Enthusiastic, inquisitive and interested in Investment Management
Strong English verbal and written communications skills; the job will require
translation of data and analysis into written form, as well as presenting such analysis
to internal and/or external teams
Proactive and at ease with assuming responsibilities
The role holder is expected to acquire more and more independence as they progress
e.g. answering similar queries / facing similar technical and/or commercial situations
Education & Personal Abilities
Bachelors Degree required
Fluency in more than one language an advantage
Detail oriented with good organisational skills
Strong working knowledge of Microsoft Office (PowerPoint, Excel, Word) suite of
applications
Knowledge of coding would be a strong advantage.
About Amundi
What we do. With close to 5,500 team members, and market experts in 36 countries,
Amundi provides retail, institutional and corporate clients with innovative investment
strategies and solutions tailored to their needs, targeted outcomes and risk profiles.
Amundi manages 1.811 trillion euros of assets across six main investment hubs.
What we offer.
We make all efforts to create a great and positive work environment, focusing on retaining,
nurturing and rewarding talent. As a member of our team, you will have access to
competitive and comprehensive benefits package inclusive of flexible work options,
mentorship as well as an opportunity for cross-functional and geographical internal mobility
and a range of development programmes to help you reach your full potential.
Inclusion, Diversity and Social & Societal Responsibility.
We pride ourselves in being a responsible and committed financial player. We are keen to
develop a responsible, demanding vision of our business, paying rigorous attention to our
employees ensuring there is equal opportunity, diversity, inclusion and non-discrimination.
Amundi Ireland aim to help provide the tools to help balance your professional and personal
life providing access to employee networks, such as our Women's Network, Charity
Committee and Mental Health Champions.
Amundi
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