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Investment Specialist Trainee

Posted 20 hours 51 minutes ago by Investment2020

Permanent
Not Specified
Banking & Financial Services Jobs
London, United Kingdom
Job Description

Our ambition is to be a leading responsible asset manager.

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.

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 with €824 billion in assets (as of end of December 2022).

Working as part of the AXA Group, a world leader in financial protection, our team of over 2,600 people (as of end of December 2022) around the world combine a range of specialist skills and experience to best serve the needs of our clients.

The combination of responsible, active and long-term defines our investment philosophy, but also how we run our business, what underpins our clients' partnerships with us, and what drives our people.

Being responsible is in our DNA as a firm and is central to our ethos as an employer. It is embedded in how we grow and protect our people. It unites our team, from our leaders to our growing number of specialists, to the newest members of our teams.

Careers at AXA IM

Empowering our people to drive progress

As part of a responsible, progressive organisation, our people help us to invest for what matters. Everyone in our diverse, global family shares this responsibility.

Together our people push boundaries and drive forward ideas. They're willing to be bold and take the lead, using initiative and enterprise to create exceptional service. The kind of service that seeks to drive long-term prosperity for our clients, society and the world we live in.

At AXA IM, inclusion and diversity are closely linked to our values and to our culture of respect for employees, clients and the communities around us. We always aim to create an environment where everyone feels they belong, are included and can thrive within a diverse community.

You will join as a trainee as part of the Investment 20/20 one-year trainee programme.While we can't guarantee a permanent position at the end of the 12-month contract, however, if you perform well & if we have an open position available at the time, then permanent employment could be a possibility. The Investment20/20 trainee programme is offered by many investment management firms and 75% of the 2,000 Investment20/20 trainees are offered permanent positions at the end of the one year.

As a trainee, you will be introduced to investment management and you will gain industry knowledge, experience, and develop relationships to progress your career and develop skills to secure a permanent role.We will support you in achieving/starting a professional qualification if this is something you are interested in doing (most firms offer it, and we highly recommend doing so).As part of the Investment20/20 programme, you will have opportunities to meet and network with over 300 trainees across the industry and participate in socials and insight events.

Our trainee programme is a fixed term one-year contract paying £28,000. You will receive 27 days annual leave.All roles are based in London.

The Team

The AXA IM CORE Investments Specialists team is made up of around twenty people based in Paris, London and New York. The team covers all the expertise of the AXA IM Core platform: Equity, Fixed Income and Multi-Asset Investments. This traineeship will be focused on Equity strategies and will be based in London.

Investment specialists combine technical expertise/high level of investment knowledge with commercial acumen, working to grow AXA IM Core's business in partnership with Investment Teams & Client group.

Responsibilities include

  • Assist team members in the development and update of investment related content, in particular product and strategy presentations as well as regular communications on portfolio management
  • Contribute to responding to sales and customer requests
  • Work with the RFP team to structure adequate and high-quality answers to prospect requests
  • Participate in transversal projects (for example automation of presentations)

Skills and requirements

Technical skills

  • Interest in asset management industry and equity markets
  • Good written and verbal communication skills - excellent English language skills required; French would be a plus
  • Good organisational skills, able to multi-task and meet deadlines with good attention to detail.
  • Proficiency and formatting skills in Powerpoint.
  • Advanced knowledge in Excel, notably on formulas combination such as Vlookup, Sumproduct, Index, Match, is desirable. VBA is not required.
  • Collegial attitude with a strong work ethic, ability to multitask, and to work autonomously
  • Team player and good interpersonal skills
  • Able to prioritise and to maintain a positive attitude in fast-moving situations
  • Able to present information in a creative and dynamic manner
  • A desire to learn and an ability to pick up new skills quickly

Desirable but not necessary

  • Willing to enrol in CFA program
  • Prior experience working with Tableau Software, Bloomberg
  • Experience in manipulating Artificial Intelligence related tools

How to apply

This role is open to graduates and non-graduates. Apply online with your CV and a cover letter including your answers to the following two questions in 250 words maximum each:

  • Why are you applying for this traineeship?
  • What unique perspective/experience do you bring that could add value to our team?

We are an inclusive employer.Please let the recruitment team know if you have a disability, condition or difference that may require us to make adjustments.

Start date: 26th August 2025

Please note that we recruit on a rolling basis.The role may close before the stated date so you are advised to apply early.

Successful candidates will be asked to attend a competency interview followed by further operational interviews and an HR interview at the end of the process.

Unsuccessful candidates at CV submission stage will be notified by email.

If you have been unsuccessful with your application you can always consider other trainee opportunitieshere:

  • Job type: College , Graduate , Other , School Leaver
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