Investment Support Analyst London, England
Job description
Provide investment support to the respective AXA IM Front Office expertise and act as primary contact point for them for all operational questions across middle and back office activities.
Participate actively in large transformation projects impacting Operations inclusive of fund launches and fund restructure activities.
Key Accountabilities
Manage and be responsible for the Investment Support activities facing to the respective AXA IM Front Office expertise and our External partners including the following functional responsibilities:
Ensure accuracy of positions, prices and cash of all portfolios within our Front Office systems
Oversight of stock and cash reconciliation activity performed by our Middle Office partner
Oversight of the NAV validation controls actively performed by our Middle Office partner as defined within the appropriate portfolio scope NAV validation model
Providing investment support to the respective AXA IM front office expertise and act as primary contact point for all operational queries across middle and back office activities.
Operate controls defined by AXA-IM Global Risk Control Framework (GRCF) and Compliance for Investment Support activity and ensure that rules defined by this risk framework are well applied (ex: forced price systematically validated by Risk team).
Assist in the oversight of our service providers for the respective perimeter (e.g. SSB), via attendance at service meetings, review of KPI, SLA reviews, PSA reviews, process improvement, quality assessment and review.
Provide proactive assistance to Fund Managers and other internal or external stakeholders on Investment Support tasks associated with each fund scope or expertise.
Participate in the creation of and modifications of portfolios, new types of instruments or strategy and new operational procedures including liaising with IT and Product Engineering.
Participate in transversal / strategic projects and initiatives, e.g. implementation of new regulations, streamlining of operating models, system changes.
Provide assistance for any Audit or regulatory related activity.
Education/ Qualifications
Degree in business/finance or relevant experience in Operations.
Professional qualifications such as IMC, CFA, CIMA beneficial.
Experience
Proven knowledge and experience in asset management with an emphasis on fund administration and investment operations.
Proven and in-depth knowledge and experience of supporting an Equity Quant Asset Management Front Office would be beneficial.
Knowledge and Skills
Comprehensive understanding of Investment Management Operations as well as Fund Administration and Accounting.
In-depth knowledge of financial instruments and good understanding of the Asset Management industry
Working knowledge of SimCorp Dimension preferable.
Good Excel skills. Advanced skills (VBA & macro) would be preferable.
Key Competencies
Rigorous approach and attention to detail.
Pragmatic, positive and proactive mindset.
Confident with strong interpersonal skills.
Able to build and maintain strong relationships with both internally and with third parties.
Ability to oversee business processes with a control and risk assessment mindset.
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 €887 billion in assets as of December 2021.
AXA IM is a leading investor in green, social and sustainable markets, managing €563 billion of ESG-integrated, sustainable and impact assets at the end of 2021.
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 2021, AXA IM employs over 2,488 employees around the world, operates out of 28 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.
