What are the responsibilities and job description for the Junior Portfolio Manager position at AXA Investment Managers?
Job Purpose
To assist in managing our current portfolios of US structured finance funds (including hedge funds and long-only mandates), providing portfolio management support on some funds while taking a leadership role on more straightforward ones, and contributing to the development of new funds for our platform.
Key Accountabilities
Education/Qualifications
Role Requirements
About AXA
The AXA Group is a global leader in insurance and asset management, with 160,000 employees serving 105 million customers in 62 countries.
We protect and advise our clients at every stage of their lives, offering products and services that meet their needs in the areas of insurance, personal protection, savings and asset management.
Our mission: To act for human progress by protecting what matters
Our values: Customer first, Integrity, Courage and One AXA
About The Entity
At AXA IM we are investing with a clear purpose – to make the world a better place. We act for human progress by investing for what matters. 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 by our clients with more than €887 billion in assets.
AXA Investment Managers | Home | AXA IM Corporate (axa-im.com)
AXA IM is an Equal Opportunity Employer, and we encourage candidates with disabilities or any other protected characteristic to apply. We are committed to providing reasonable accommodation to qualified applicants and employees with disabilities, when needed, to apply for a position or to perform essential job functions.
Inclusion and Diversity | Careers | AXA IM Corporate (axa-im.com)
What We Offer
We are committed to offer you an environment where you can:
Grow your potential: Be part of a forward-thinking business with internal opportunities and personalized learning paths available to help constantly develop your skills and abilities.
Shape the way you work: Work for a company which is highly committed to providing flexibility & balance to its employees, offering you a large range of benefits (hybrid working, competitive health benefits, among many others.).
Thrive within a diverse community: Play a role within a responsible company that actively recognizes and values individual differences in a diverse and inclusive workforce.
Move the world forward: Join a responsible employer that acts in favor of societal and environmental causes as an investor, insurer and company, notably through the AXA Heart in Action association. As part of our commitment to sustainability and environmental responsibility, we will celebrate your arrival by planting a tree.
To assist in managing our current portfolios of US structured finance funds (including hedge funds and long-only mandates), providing portfolio management support on some funds while taking a leadership role on more straightforward ones, and contributing to the development of new funds for our platform.
Key Accountabilities
- Portfolio Management: Oversee long-only portfolios or sleeves in collaboration with analysts and all relevant stakeholders (operations, risk, compliance, etc.). Implement investment objectives defined in conjunction with clients and deploy capital by weighing analysts' recommendations, market timing, and risk/return considerations.
- Monitoring & Reporting : Assist in the management and monitoring of portfolios of US structured finance instruments. Prepare comprehensive reports for the funds, specifically in the areas of risk and performance, by generating and updating reports on a monthly basis.
- Marketing: Create marketing materials that reflect up-to-date performance and relevant economic data to support the platform's marketing efforts.
- Research: Conduct market research, attend conferences, perform manager due-diligences and and analyze specific assets and asset classes held by the fund, in an effort to better understand them and provide timely/relevant information.
- Supervise Operations: Manage daily operations for the funds (such as trade booking), oversee the middle office, and review monthly valuation reports prepared by the administrator.
- Lead operational / structuring projects: Drive operational improvements & structuring projects (negotiation of financing and derivatives contracts), maintaining fund positions in systems and supervising fund expenses.
- Launch New Funds: Participate in the development of new products for our US platform. This includes designing pitches and presentations, modeling portfolios, engaging with clients to understand their needs, and evolving into the portfolio manager role for newly launched products.
Education/Qualifications
Role Requirements
- Bachelor’s degree in finance, Economics, Mathematics, Accounting, Engineering or a related field.
- About 2 to 4 years ideally in Structured Finance or Fixed Income, High Yield
- Excellent verbal and written skills
- Result oriented with a growth mentality
- Proficiency in Fixed Income financial modelling and data analysis
- Strong analytical and quantitative skills required
- Ability to work independently and as part of a team
- Excel & Power Point
About AXA
The AXA Group is a global leader in insurance and asset management, with 160,000 employees serving 105 million customers in 62 countries.
We protect and advise our clients at every stage of their lives, offering products and services that meet their needs in the areas of insurance, personal protection, savings and asset management.
Our mission: To act for human progress by protecting what matters
Our values: Customer first, Integrity, Courage and One AXA
About The Entity
At AXA IM we are investing with a clear purpose – to make the world a better place. We act for human progress by investing for what matters. 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 by our clients with more than €887 billion in assets.
AXA Investment Managers | Home | AXA IM Corporate (axa-im.com)
AXA IM is an Equal Opportunity Employer, and we encourage candidates with disabilities or any other protected characteristic to apply. We are committed to providing reasonable accommodation to qualified applicants and employees with disabilities, when needed, to apply for a position or to perform essential job functions.
Inclusion and Diversity | Careers | AXA IM Corporate (axa-im.com)
What We Offer
We are committed to offer you an environment where you can:
Grow your potential: Be part of a forward-thinking business with internal opportunities and personalized learning paths available to help constantly develop your skills and abilities.
Shape the way you work: Work for a company which is highly committed to providing flexibility & balance to its employees, offering you a large range of benefits (hybrid working, competitive health benefits, among many others.).
Thrive within a diverse community: Play a role within a responsible company that actively recognizes and values individual differences in a diverse and inclusive workforce.
Move the world forward: Join a responsible employer that acts in favor of societal and environmental causes as an investor, insurer and company, notably through the AXA Heart in Action association. As part of our commitment to sustainability and environmental responsibility, we will celebrate your arrival by planting a tree.
Salary : $90,000 - $145,000
