Investment Specialist - Equity (4 Month Fixed Term Contract)
Investment Specialist - Equity (4 Month Fixed Term Contract)

Investment Specialist - Equity (4 Month Fixed Term Contract)

London Full-Time 30000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support investment teams with client-facing activities and create engaging marketing content.
  • Company: Join AXA Investment Managers, a leader in responsible asset management with a focus on sustainability.
  • Benefits: Enjoy hybrid work options, career growth opportunities, and a culture of fairness and inclusion.
  • Why this job: Be part of a purpose-driven team that values innovation and client-focused solutions.
  • Qualifications: Bachelor's degree required; knowledge of investment concepts and client-facing experience preferred.
  • Other info: This is a 4-month fixed-term contract based in London.

The predicted salary is between 30000 - 42000 £ per year.

Investment Specialist – Equity (4 Month Fixed Term Contract)

Join to apply for the Investment Specialist – Equity (4 Month Fixed Term Contract) role at AXA Investment Managers

Investment Specialist – Equity (4 Month Fixed Term Contract)

Join to apply for the Investment Specialist – Equity (4 Month Fixed Term Contract) role at AXA Investment Managers

Get AI-powered advice on this job and more exclusive features.

Primary Location : UNITED KINGDOM-LONDON-GB LONDON 22 BISHOPSGATE

Organization : AXAIM Core – Product & Client Strategy

Contract Type : Regular

Shift : Day Job

Schedule : Full-time

Description

Investment Specialist – Equity (4 Month Fixed Term Contract)

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, you will report to Co-Head of Investment Specialists – Equity, and you will be part of AXA IM Core.

DISCOVER your opportunity

The main objective of the investment specialist team is to represent investment teams in client-facing activities, develop and promote investment products, and provide high-quality client service. The team work directly to contribute to the growth of AXA IM in partnership with the investment teams and client group.

Your role and responsibilities will include:

  • Update and create investment-related content for assigned investment strategies
  • Support the investment team in client facing, marketing and communication initiatives by assisting other team members in the preparation and updating of sales and marketing documents, particularly product and strategy presentations and regular portfolio management communications
  • Work collaboratively within the Investment Specialist team to contribute to high-quality answers for sales people and clients and contribute to tender responses
  • Design and structure key messages and adapt messages for product materials
  • Gather and organise information on strategies, processes, products, and investments
  • Business development
  • Support the development of material to be used for marketing messaging for assigned strategies and assist in the production of high-quality content for external audiences, including fund presentations, web content and other promotional literature
  • Support the development of regular publications (e.g. monthly perspectives, monthly/quarterly comments)
  • Participate as needed in cross-team projects (presentation automation, rebranding, etc.).
  • A high quality of client service
  • Support the timely and accurate responses to all types of client or prospect queries, as required
  • Support high quality client analysis

Qualifications

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 a plus.
  • An understanding of investment concepts and strategies, with a particular focus on Equity & Multi-asset
  • Client-facing experience would be a plus

Your knowledge and skills:

  • Equity market and strategy knowledge
  • Perfect command of English required (written and verbal), other languages would be a plus
  • Proficiency with Microsoft Office, particularly PowerPoint and Excel, is required.
  • Ability to write articulately and concisely on technical subjects
  • Responsible Investment knowledge
  • Tableau/VBA/Python/other coding skills are beneficial
  • Strong interpersonal and communication skills, 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
  • Innovative/growth mindset

We would love to know more about you. Let’s connect! Send us your resume.

As of July 1, 2025, AXA Investment Managers has officially joined the BNP Paribas group through BNP Paribas Cardif. This marks the opening of new horizons as we integrate into a leading European banking and financial-services group. We are creating a leading European asset manager with €1.5 trillion in assets under management, positioning us among the top players in long-term savings and investment management.

  • This new scale gives us a stronger voice in the industry, especially around sustainability leadership, where both AXA IM and BNPP AM rank in the global top 5 (Share Action).
  • By uniting two established firms, we offer employees the opportunity to be part of a purpose-led organisation with a long-term strategic outlook and strong group backing.

What We Offer

The integration creates expanded career paths and opportunities across various entities, asset classes, and regions.

Opportunities for our people:

  • A unified vision for a leading European asset manager with €1.5 trillion in assets, fostering a culture of fairness and inclusion.

Solutions for our clients:

  • A global platform delivering tailored investment solutions with a client-focused approach.

Innovation:

  • Utilizing emerging technologies to enhance efficiency and foster creativity.

Pathways to sustainability:

  • Embedding sustainability in operations with a commitment to responsible investment.

Cultural integration:

  • Merging two client-centric cultures focused on performance, collaboration, and diversity.

Seniority level

  • Seniority level

    Entry level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Finance and Sales

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Investment Specialist - Equity (4 Month Fixed Term Contract) employer: AXA Investment Managers

AXA Investment Managers is an exceptional employer, offering a dynamic work environment in the heart of London at 22 Bishopsgate. With a strong commitment to employee growth and a culture that values innovation and collaboration, employees benefit from diverse career paths within a purpose-driven organisation. The hybrid working model and focus on sustainability further enhance the appeal of joining a leading European asset manager with a robust backing from BNP Paribas.
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Contact Detail:

AXA Investment Managers Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Specialist - Equity (4 Month Fixed Term Contract)

✨Tip Number 1

Familiarise yourself with AXA Investment Managers' core values and mission. Understanding their commitment to responsible investment and human progress will help you align your responses during interviews, showcasing that you're a good cultural fit.

✨Tip Number 2

Network with current or former employees of AXA IM on platforms like LinkedIn. Engaging in conversations about their experiences can provide valuable insights into the company culture and expectations for the Investment Specialist role.

✨Tip Number 3

Stay updated on current trends in equity markets and investment strategies. Being able to discuss recent developments or case studies during your interview will demonstrate your knowledge and enthusiasm for the role.

✨Tip Number 4

Prepare to showcase your communication skills by practising how you would explain complex investment concepts clearly and concisely. This is crucial for the client-facing aspect of the role, so consider mock interviews to refine your delivery.

We think you need these skills to ace Investment Specialist - Equity (4 Month Fixed Term Contract)

Equity Market Knowledge
Investment Strategy Understanding
Client-Facing Experience
Proficiency in Microsoft PowerPoint
Proficiency in Microsoft Excel
Strong Written and Verbal Communication Skills
Attention to Detail
Organisational Skills
Ability to Work in a Team
Business Development Skills
Content Creation for Marketing
Knowledge of Responsible Investment
Familiarity with Tableau
Basic Coding Skills (VBA/Python)
Ability to Prioritise Tasks

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Investment Specialist role. Focus on your understanding of equity markets, client-facing experience, and any technical skills like proficiency in Microsoft Office.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for investment management and your ability to contribute to AXA IM's goals. Mention specific experiences that demonstrate your skills in client service and investment strategies.

Highlight Relevant Qualifications: Clearly list your educational background and any additional qualifications related to asset management. If you have knowledge of responsible investment or coding skills, make sure to include these as they are beneficial for the role.

Showcase Communication Skills: Since the role requires strong interpersonal and communication skills, provide examples in your application that demonstrate your ability to communicate complex investment concepts clearly and concisely, both in writing and verbally.

How to prepare for a job interview at AXA Investment Managers

✨Know Your Investment Concepts

Make sure you have a solid understanding of investment concepts, especially those related to equity and multi-asset strategies. Be prepared to discuss how these concepts apply to the role and how they can benefit AXA Investment Managers.

✨Showcase Your Communication Skills

As an Investment Specialist, you'll need to communicate complex information clearly. Practice articulating your thoughts on investment strategies and client-facing scenarios. Use examples from your past experiences to demonstrate your ability to convey technical subjects effectively.

✨Prepare for Client-Facing Scenarios

Since client interaction is a key part of this role, think about previous experiences where you've successfully managed client relationships or queries. Be ready to share specific examples that highlight your interpersonal skills and ability to provide high-quality client service.

✨Familiarise Yourself with Tools and Technologies

Proficiency in Microsoft Office, particularly PowerPoint and Excel, is essential. If you have experience with Tableau, VBA, or Python, be sure to mention it. Familiarity with these tools can set you apart, so consider preparing a brief demonstration of your skills if relevant.

Investment Specialist - Equity (4 Month Fixed Term Contract)
AXA Investment Managers

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