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Investment Specialist - Equity

AXA Investment Managers
London, United Kingdom
Closing date
Jun 15, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Investment Specialist - Equity
22 Bishopsgate, London - Hybrid

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.

As a future Investment Specialist - Equity, you will report to the Head of Investment Specialists, and you will be part of AXA IM Core.

DISCOVER your opportunity

Investment specialists combine high level of investment knowledge and business development mindset, working to directly contribute to the growth of AXA IM Core in partnership with Investment Teams & Client Group.

Your role and responsibilities will include:
  • Represent AXA IM investment teams in client-facing occasions with a focus on equity quantitative/systematic investing strategies (this may evolve to other strategies going forward):
    • Lead responsibility for representing the Equity Quantitative Investing (EQI) platform with existing assigned clients and prospects.
    • In liaison with all parts of the company, gather, organise information on the firm, the strategies, processes, portfolios and performances for the purpose of responding to ad hoc questions, preparing investment review material and attending/delivering performance review meetings.
    • Closely work with the sales teams globally to identify client needs and present accordingly existing strategies and/or what might be a solution to their guidelines.
  • Update and create investment related content for assigned investment strategies:
    • Own the marketing message for assigned strategies and produce high quality content for external audiences, including fund presentations, web content and other promotional literature.
    • Writing regular publications (e.g., Perspectives documents, monthly letters) as required
    • Keep marketing materials up to date.
  • New business development:
    • Being the main point of contact for sales, investments specialists work with the RFP team to structure appropriate and high-quality answers to prospect requests. Participate in sales process from RFP review/support to finals pitches.
    • Support the organisation and structure the AXA IM Equity QI inputs for due diligences and other client events (trainings, roadshows, marketing event, etc.)
    • Contribute to the development and promotion of new products and solutions, most likely to respond to future investor demand.
  • Active contributor to the regular EQI investment team meetings
    • Help to define key performance messages for flagship strategies.
    • Provide relevant clients/sales team's feedback
Your Profile

SHARE your unique expertise

We welcome different combinations of skills & experiences.

Your qualifications and experience:
  • Bachelor's degree or higher required.
  • Any other qualifications related to the Asset Management industry would be advantageous.
  • Experience in a similar/same role within Asset Management or Financial Services
  • Demonstrated client facing experience dealing directly with wholesale/retail and/or institutional clients.
Your knowledge and skills:
  • Strong equity quantitative/systematic investing and RI knowledge
  • Perfect command of English required (written and verbal). French would be a plus.
  • Proficiency with Microsoft Office, particularly PowerPoint, is required.
  • Ability to write articulately and concisely on technical subjects is a must.
  • Strong interpersonal and communication skills, enthusiastic, willingness to work as part of a team.
  • Able to prioritise and maintain a positive attitude in fast-moving situations.
  • Excellent organisational skills, attention to details and reactive behaviour
  • Creativity in the way of presenting information
We would love to know more about you. Let's connect! Send us your resume.

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 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 (

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.

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