Junior Portfolio Manager - Private Markets Impact Investing
4h ago

Job Purpose :

Assist the portfolio manager in managing the impact investing portfolios

Perform day-to-day support activities including cash management, FX, trade instruction post-IC approval, performance attribution, reporting, impact measurement, research and analysis

Perform monitoring on the portfolio and input to sourcing and pipeline

Liaise with internal stakeholders including risk, compliance, operations

Portfolio Manager :

Assist the portfolio manager in all day-to-day PM activities. Across the Impact and Healthcare PE Fund range this will include :

Cash management, FX, trade instruction post-IC approval, capital drawdowns / distributions

Stress testing

Performance attribution & impact measurement

Fund / investment monitoring

Pipeline Management

Impact Investing and Healthcare PE Team (Sustainable Private Asset Group) :

Support the team in sourcing, meeting management, database maintenance, analysis and investment recommendations

Internal Stakeholder Management :

Liaise with all internal stakeholders including risk, compliance, legal, operations, audit and build effective working relationships and processes

Project Management :

Assist in co-ordinating projects in the impact investing team including new product development; process improvement; system implementation

Business Development :

Assist PSU, portfolio managers and sales in preparation of presentation material

Your Profile

Experience working within Private Markets is essential

  • Thorough understanding of portfolio management from the bottom-up including the associated operational processes; cash management;
  • deal sourcing; analysis and portfolio construction

    Demonstrated multiple stakeholder management in a large financial services firm

    Previous exposure to, and a strong interest in, the impact investment sector

    Ability to bring new ideas to the investment process

    Entrepreneurial attitude and highly motivated individual

    Strong interpersonal and communication skills

    Dedication to building long-term relationships with both internal and external stakeholders

    Comfortable communicating with all stakeholder levels internally and externally

    Self-starter with the ability to work to deadlines and manage multiple projects effectively

    Strong numerical, analytical and problem-solving skills with a high attention to detail

    Proficient in Excel and PowerPoint

    Excellent presentation and writing skills

    Experience in asset management and relevant University degree

    About AXA

    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.

    About the Entity

    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 €866 billion in assets as at the end of June 2021.

    AXA IM is a leading investor in green, social and sustainable markets, managing €568 billion of ESG-integrated, sustainable and impact assets as at the end of June 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 June 2021, AXA IM employs over 2,488 employees around the world, operates out of 26 offices across 20 countries and is part of the AXA Group, a worldwide leader in insurance and asset management.

    What We Offer

    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.

    AXA IM is committed to building an inclusive culture, valuing diversity and supporting the career progression of all employees.

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