At a Glance
- Tasks: Calculate and manage trailer fees, ensuring financial data accuracy and compliance.
- Company: Join a leading global asset management firm focused on sustainable finance.
- Benefits: Gain valuable experience in finance with a competitive salary and international exposure.
- Other info: Dynamic role with opportunities for professional growth in a multicultural environment.
- Why this job: Make an impact in financial planning while collaborating with diverse teams across Europe.
- Qualifications: Degree in Finance, two years of relevant experience, and proficiency in Anaplan and SAP.
The predicted salary is between 30000 - 40000 € per year.
Classified among the leading asset managers in the world with over €1,300 billion in assets under management, Natixis Investment Managers (Natixis IM) offers a range of diversified solutions covering different types of asset classes, management styles, and vehicles, including innovative strategies and products that meet environmental, social, and governance (ESG) criteria dedicated to the development of sustainable finance.
The teams at Natixis IM work in partnership with their clients - institutional investors, investment funds, corporations, and individuals - to understand their specific needs and provide tailored investment insights and solutions to meet their long-term objectives.
Thanks to Natixis IM's multi-boutique approach, clients can benefit from the thinking and expertise of around twenty active management companies. Natixis Investment Managers International (Natixis IMI) is the main management company of Natixis IM in Europe, encompassing two activities:
- The distribution activities in Europe and other geographical areas such as APAC, the Middle East, and Latin America, of Natixis IM's asset management offering;
- A platform of centres of expertise (support functions) serving distribution activities and affiliates.
Natixis IMI continues to develop and strengthen its presence in France and internationally, relying on the expertise of its teams and the multi-affiliate model of Natixis IM.
You will join the NIMI Finance team, which is split between Paris, Boston, and London, as a trailer fees calculation officer. You will perform calculations and payments of distribution fees due to clients investing in Natixis IM group funds and ensure the reliability of financial data in order to guarantee compliance with deadlines while coordinating with various stakeholders.
On a daily basis, your main responsibilities will include:
- Trailer fees Calculation
- Manage quarterly calculations, controls, and payments of retrocessions owed to our clients and distributors.
- Interact with our sales teams and maintain relationships with our clients and distributors.
- Reconcile data received from our clients with data from our depositories.
- Reinvoicing
- Identify financial elements and manage the reinvoicing process for internal and external costs, in accordance with internal procedures and in collaboration with the NIMI Accounting team.
- Monitor receivables and follow up with stakeholders in the event of payment delays.
- Reporting and Analysis
- Develop summary reports on trailer fees and reinvoicing for financial management.
- Prepare the accrual files for the financial budgeting process.
- Contribute to business activity analysis by providing input for KPIs.
- Participate in improving tools and processes to gain efficiency (calculations, controls, payments) in order to best meet group expectations.
This position is only open to candidates who are eligible for the Business France V.I.E program:
- French or European citizens
- Between 18 and 28 years old
- To be from a country other than the host country
- Graduated
We are looking for a candidate with a higher education degree in Finance or Financial Control and a minimum of two years of experience in similar functions (experience in the asset management field is highly desirable). You must be proficient in Anaplan and SAP (SAP preferred). Knowledge of additional languages is considered an asset. You will need C1 level English, proficiency with the Microsoft Office suite and standard office tools, and preferably experience with Salesforce.
We seek individuals with excellent analytical abilities, rigor, and great attention to detail. You should possess the ability to easily adapt within teams and a cooperative mindset. Strong communication skills are key, enabling you to work effectively in a complex and multicultural organization.
V.I.E. - 12 months - Financial Planning & Analysis F/M - London employer: Natixis Investment Managers
Natixis Investment Managers is an exceptional employer, offering a dynamic work environment in the heart of London, where innovation meets sustainability in finance. Employees benefit from a collaborative culture that fosters professional growth through diverse training opportunities and exposure to a wide range of asset management strategies. With a commitment to employee well-being and a focus on ESG principles, Natixis IM provides a meaningful workplace for those looking to make a positive impact in the financial sector.
Contact Detail:
Natixis Investment Managers Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land V.I.E. - 12 months - Financial Planning & Analysis F/M - London
✨Tip Number 1
Network like a pro! Reach out to people in the finance and asset management sectors, especially those who work at Natixis IM. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by researching the company’s values and recent projects. Show us that you’re not just interested in any job, but specifically in how you can contribute to Natixis IM’s mission of sustainable finance.
✨Tip Number 3
Practice your analytical skills! Since the role involves financial calculations and reporting, brush up on your Excel and data analysis techniques. We want to see that you can handle the numbers with ease.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re serious about joining the team at Natixis IM.
We think you need these skills to ace V.I.E. - 12 months - Financial Planning & Analysis F/M - London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role you're applying for. Highlight your experience in finance and any relevant skills, especially with tools like Anaplan and SAP. We want to see how your background fits with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and analysis, and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Show Off Your Analytical Skills:Since this role requires strong analytical abilities, make sure to include examples of how you've used these skills in past roles. Whether it's through reports or data analysis, we want to see your thought process in action!
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about us and what we do!
How to prepare for a job interview at Natixis Investment Managers
✨Know Your Numbers
Make sure you brush up on your financial knowledge, especially around trailer fees and financial analysis. Be prepared to discuss how you've handled similar calculations in the past, as this role is all about accuracy and attention to detail.
✨Showcase Your Tools
Familiarise yourself with Anaplan and SAP, as these are key tools for the position. If you have experience with them, be ready to share specific examples of how you've used these platforms to improve efficiency or accuracy in your previous roles.
✨Communicate Clearly
Since you'll be interacting with various stakeholders, practice articulating your thoughts clearly and concisely. Think about how you can demonstrate your strong communication skills during the interview, perhaps by explaining complex financial concepts in simple terms.
✨Cultural Fit Matters
Natixis IM values a cooperative mindset and adaptability. Research their company culture and think of examples from your past experiences that showcase your ability to work well in diverse teams and adapt to different working styles.
