At a Glance
- Tasks: Join as an Investment Trainee, assisting in investment content and client communications.
- Company: AXA IM is a leading responsible asset manager focused on long-term prosperity.
- Benefits: Enjoy 27 days annual leave, hybrid working options, and support for professional qualifications.
- Why this job: Gain industry knowledge, network with peers, and contribute to meaningful investment strategies.
- Qualifications: Interest in asset management, strong communication skills, and proficiency in PowerPoint and Excel.
- Other info: Potential for permanent employment after the one-year trainee programme.
The predicted salary is between 24000 - 32000 £ per year.
Our ambition is to be a leading responsible asset manager. 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. Our conviction-led approach enables us to uncover what we believe to be the best global investment opportunities across alternative and core asset classes.
Working as part of the AXA Group, a world leader in financial protection, our team of over 2,600 people around the world combine a range of specialist skills and experience to best serve the needs of our clients. The combination of responsible, active and long-term defines our investment philosophy, but also how we run our business, what underpins our clients' partnerships with us, and what drives our people.
As part of a responsible, progressive organisation, our people help us to invest for what matters. Everyone in our diverse, global family shares this responsibility. Together our people push boundaries and drive forward ideas. They are willing to be bold and take the lead, using initiative and enterprise to create exceptional service.
At AXA IM, inclusion and diversity are closely linked to our values and to our culture of respect for employees, clients and the communities around us. We always aim to create an environment where everyone feels they belong, are included and can thrive within a diverse community.
You will join as a trainee as part of the Investment 20/20 one-year trainee programme. While we can't guarantee a permanent position at the end of the 12-month contract, if you perform well and if we have an open position available at the time, then permanent employment could be a possibility. The Investment20/20 trainee programme is offered by many investment management firms and 75% of the 2,000 Investment20/20 trainees are offered permanent positions at the end of the one year.
As a trainee, you will be introduced to investment management and you will gain industry knowledge, experience, and develop relationships to progress your career and develop skills to secure a permanent role. We will support you in achieving/starting a professional qualification if this is something you are interested in doing. As part of the Investment20/20 programme, you will have opportunities to meet and network with over 300 trainees across the industry and participate in socials and insight events.
Our trainee programme is a fixed term one-year contract paying £28,000. You will receive 27 days annual leave. All roles are based in London.
The AXA IM CORE Investments Specialists team is made up of around twenty people based in Paris, London and New York. The team covers all the expertise of the AXA IM Core platform: Equity, Fixed Income and Multi-Asset Investments. This traineeship will be focused on Equity strategies and will be based in London.
Responsibilities include:
- Assist team members in the development and update of investment related content, in particular product and strategy presentations as well as regular communications on portfolio management.
- Contribute to responding to sales and customer requests.
- Work with the RFP team to structure adequate and high-quality answers to prospect requests.
- Participate in transversal projects (for example automation of presentations).
Technical skills:
- Interest in asset management industry and equity markets.
- Good written and verbal communication skills; excellent English language skills required; French would be a plus.
- Good organisational skills, able to multi-task and meet deadlines with good attention to details.
- Proficiency and formatting skills in PowerPoint.
- Advanced knowledge in Excel, notably on formulas combination such as Vlookup, Sumproduct, Index, Match, is desirable. VBA is not required.
Soft skills:
- Collegial attitude with a strong work ethic, ability to multitask, and to work autonomously.
- Team player and good interpersonal skills.
- Able to prioritise and to maintain a positive attitude in fast-moving situations.
- Able to present information in a creative and dynamic manner.
- A desire to learn and an ability to pick up new skills quickly.
Desirable but not necessary:
- Willing to enrol in CFA program.
- Prior experience working with Tableau Software, Bloomberg.
- Experience in manipulating Artificial Intelligence related tools.
How to apply:
Apply online with your CV and a cover letter including your answers to the following two questions in 250 words maximum each:
- Why are you applying for this traineeship?
- What unique perspective/experience do you bring that could add value to our team?
We are an inclusive employer. Please let the recruitment team know if you have a disability, condition or difference that may require us to make adjustments.
Key dates:
- Online applications close: 13th June 2025
- Start date: 26/08/2025
Successful candidates will be asked to attend a competency interview followed by further operational interviews and an HR interview at the end of the process. Unsuccessful candidates at CV submission stage will be notified by email.
If you have been unsuccessful with your application you can always consider other trainee opportunities here: https://www.investment2020.org.uk/registration-form/
We are committed to offer you an environment where you can grow your potential, shape the way you work, thrive within a diverse community, and move the world forward.
Investment Trainee - AXA Investment Managers employer: AXA Investment Managers
Contact Detail:
AXA Investment Managers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Trainee - AXA Investment Managers
✨Tip Number 1
Familiarise yourself with AXA Investment Managers' values and mission. Understanding their commitment to responsible investing and human progress will help you align your answers during interviews, showcasing that you're a good cultural fit.
✨Tip Number 2
Network with current or former trainees from the Investment20/20 programme. They can provide valuable insights into the application process and what to expect during the traineeship, which can help you stand out in interviews.
✨Tip Number 3
Brush up on your Excel skills, especially advanced functions like VLOOKUP and SUMPRODUCT. Being able to demonstrate your proficiency in these areas during practical assessments or discussions can significantly boost your chances.
✨Tip Number 4
Prepare for competency-based interviews by practising responses to common questions. Use the STAR method (Situation, Task, Action, Result) to structure your answers, focusing on teamwork and problem-solving scenarios relevant to investment management.
We think you need these skills to ace Investment Trainee - AXA Investment Managers
Some tips for your application 🫡
Understand the Company Values: Before you start writing your application, take some time to understand AXA Investment Managers' values and mission. Highlight how your personal values align with their commitment to responsible investment and human progress in your cover letter.
Tailor Your CV: Make sure your CV is tailored specifically for the Investment Trainee position. Emphasise relevant skills such as your interest in asset management, communication abilities, and any experience with Excel or PowerPoint that showcases your technical skills.
Craft Thoughtful Responses: In your cover letter, answer the two questions thoughtfully. Clearly articulate why you are applying for the traineeship and what unique perspective you bring. Use specific examples from your experiences to demonstrate your value to the team.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter. Check for spelling and grammatical errors, and ensure that your documents are well-structured and easy to read. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at AXA Investment Managers
✨Understand the Company Values
Before your interview, make sure you understand AXA Investment Managers' commitment to responsible investing and their core values. Be prepared to discuss how your personal values align with theirs, especially regarding sustainability and long-term investment strategies.
✨Showcase Your Technical Skills
Since the role requires proficiency in PowerPoint and advanced Excel skills, be ready to demonstrate your capabilities. You might be asked to solve a problem or present data during the interview, so brush up on your technical skills and be prepared to showcase them.
✨Prepare Thoughtful Questions
Interviews are a two-way street. Prepare insightful questions about the team dynamics, the trainee programme, and opportunities for professional development. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
✨Highlight Your Unique Perspective
In your cover letter and during the interview, clearly articulate what unique experiences or perspectives you bring to the table. Whether it's a specific project, a diverse background, or a particular skill set, make sure to connect it back to how it can add value to the AXA IM team.