Investment Analyst Equities
CDI Puteaux (Hauts-de-Seine) IT development
Job description
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The role involves working as a member of a specialist analytical team which focuses on portfolio construction/investment risk management and investment research/alpha support (including the integration of ESG/sustainability/climate transition criteria), working closely with the investment teams to support & enhance investment processes and to contribute to product development and investment governance.
<-- [if supportLists]-->· <--[endif]-->Support PMs in building well-constructed portfolios using a range of detailed risk insights, market considerations and deep understanding of investment processes.
<-- [if supportLists]-->· <--[endif]-->Provide analytical research and support for alpha generation using proprietary quantitative research/data and 3rd party tools and datasets. Specific responsibilities include investment universe construction, investment screening and integration of ESG/sustainability/climate transition criteria within portfolios.
<-- [if supportLists]-->· <--[endif]-->Provide analytical support for new product concept evaluations and new client requirements by evaluating investment opportunity set and product concept characteristics and by modelling potential investment outcomes.
<-- [if supportLists]-->· <--[endif]-->Provide investment oversight & challenge leveraging detailed knowledge of investment processes, implementation approaches and expected portfolio characteristics and behaviours in differing market environments.
The role ideally requires the following elements:
<-- [if supportLists]-->- <--[endif]-->Building and leveraging strong working relationships with portfolio managers within the investment teams (for specific strategies) and also senior management.
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<-- [if supportLists]-->- <--[endif]-->Participating in regular PM and strategy team meetings (including preparation & presentation of analytical content to support the strategies being reviewed/discussed).
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<-- [if supportLists]-->- <--[endif]-->Participating in client pitches and presentations alongside the portfolio managers as part of the client proposition from the investment team.
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<-- [if supportLists]-->- <--[endif]-->Design & production of standard and bespoke analytics on a pro-active and reactive basis to provide advisory support for portfolio construction and investment processes for existing and new products and also for commercial and business development needs.
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<-- [if supportLists]-->- <--[endif]-->Participate and potentially lead projects that build or enhance investment analytics to support AXA IM Equity investment strategies, including the incorporation of ESG/RI/Sustainable Investment considerations within investment processes.
Desired profile
Qualifications :
· Strong quantitative background – mathematics/econometrics/engineering preferred.
· Experience in a similar role
· Risk management/portfolio construction/portfolio management background.
· Knowledge of fundamental analysis and equity portfolio characteristics.
· Good working knowledge of responsible investment and integration of ESG/sustainability/climate transition considerations alongside financial criteria in investment decision-making.
· Strong Excel skills essential
· Programming/coding skills (Python or similar) preferred.
· Market data (FactSet/Bloomberg) skills preferred.
· Knowledge of derivatives strategies & implementation useful.
· CFA or equivalent desirable.
· Active risk management mindset – a rounded approach to building portfolio risk insights is key.
· Risk model evaluation/ability to understand risk models from first principles and evaluate outputs accordingly.
· Good communication & presentation skills essential.
· High degree of reliability and accuracy.
· Ability to demonstrate strong organisational skills.
· Able to apply judgement/form & express views on portfolios/markets based on analytics and insights developed.
· Self-starter, able to work autonomously where needed but collaboratively also – a team-player mindset is preferred.
> Ability to speak and present fluently in French and English.