Client Reporting Trainee (12-month placement) London, England
Job description
Company Overview
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.
Realise your potential to drive progress - Careers at AXA IM - YouTube
Diversity and Inclusion
Thrive within a diverse community
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.
Further information on Inclusion and Diversity and AXA IM Inclusion and Diversity | Careers | AXA IM Corporate (axa-im.com)
Programme information
You will join as a trainee as part of the Investment20/20 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 2,500 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 £26,000. You will receive 27 days annual leave. All roles are based in London.
The Team
The role of the Client Reporting team is to support commercial and regulatory reporting production process in the UK. The team consists of 10 members based in London out of which 2 are interns. As part of the daily activities, the team works together with the Regulatory Reporting and the Performance Analysis teams.
Responsibilities include
The purpose of this role is to support the Global client reporting production process.
- Ensure the on-going quality and accuracy of reporting
- Ensure that all the reporting is produced within mandated and regulatory timeframes
- Support existing production process, look for ways to improve productivity by analysing systematic issues to feedback into the production process
- Ensure client interface for queries related to reporting production
- Assess & build processes and reports to increase quality of control and productivity
- Support the client on boarding process related to reporting request (new or change), coordinate stakeholders and provide support (reporting design, control framework, production processes)
- Participate in projects related to reporting with the aim to harmonise processes and increase efficiencies
- Liaise with colleagues in AXA Business Solutions (Pune, India) as part of production process monitoring
- Ensure procedures are up to date and controls are in place
Skills and requirements
- Any previous experience in the financial services sector or asset management industry or any aspect of client reporting would be useful
- Knowledge of investment products
- Experience of Microsoft office tools
- Ability to influence at all levels of the organisation
- High level of attention to detail
- Client-oriented mind set
- Ability to build strong relationships at all levels
- A team player with good communication, organisation and presentation skills
- Multi-task with the ability to set priorities, manage deadlines and business needs
- Flexible approach and proactive
How to apply
- Why are you applying for this particular traineeship?
- Tell us about the most interesting project or piece of work you have completed as part of your studies at either school/college or university. What did you have to do and what interested you most about it?
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.
Key dates
Online applications close: April 20th 2023
Start date: July 2023
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 opportunities here: https://www.investment2020.org.uk/registration-form/
Would you like to wake up every day driven and inspired by our noble mission and to work together as one global team to empower people to live a better life? Here at AXA we strive to lead the transformation of our industry. We are looking for talented individuals who come from varied backgrounds, think differently and want to be part of this exciting transformation by challenging the status quo so we can push AXA - a leading global brand and one of the most innovative companies in our industry - onto even greater things. In a fast-evolving world and with a presence in 64 countries, our 166,000 employees and exclusive distributors anticipate change to offer services and solutions tailored to the current and future needs of our 103 million customers.
AXA Investment Managers (AXA IM) is a responsible asset manager, actively investing for the long-term to help its clients, its people and the world to prosper. Our high conviction approach enables us to uncover what we believe to be the best global investment opportunities across alternative and traditional asset classes, managing approximately €824 billion in assets as at the end of December 2022. AXA IM is a leading investor in green, social and sustainable markets, managing €489 billion of ESG-integrated, sustainable or impact assets as at the end of December 2022. We are committed to reaching net zero greenhouse gas emissions by 2050 across all our assets, and integrating ESG principles into our business, from stock selection to our corporate actions and culture. Our goal is to provide clients with a true value responsible investment solution, while driving meaningful change for society and the environment. At end of December 2022, AXA IM employs over 2,600 employees around the world, operates out of 24 offices across 18 countries and is part of the AXA Group, a worldwide leader in insurance and asset management.
We are proud to foster a high-performance culture, which means that we seek to recruit and retain people who are not only technically-skilled but also globally-minded, innovative and able to leverage their unique perspectives and life experiences to support our success as a company. Employing the best professionals from the widest possible talent pool is at the heart of our strategy of delivering excellent quality of service to our diverse clientele.
