At a Glance
- Tasks: Join the finance team to manage calculations and payments for client investments.
- Company: Global asset management leader focused on sustainable finance solutions.
- 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 the globe.
- Qualifications: Degree in Finance, experience in asset management, and proficiency in Anaplan and SAP.
The predicted salary is between 30000 - 40000 £ per year.
Company Description
Ranked among the world’s largest asset managers with over €1,300 billion in assets under management, Natixis Investment Managers (Natixis IM) delivers a range of solutions across various 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 them with tailored investment insights and solutions aligned with their long‑term objectives. Thanks to Natixis IM’s multi‑boutique approach, clients can benefit from the expertise and insights of around twenty active management companies. Natixis Investment Managers International (Natixis IMI) is the main management company for Natixis IM in Europe.
Job Description
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.
Main responsibilities will include:
- 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.
- 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.
- 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
Required Skills/Qualifications/Experience
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 NY Branch
At Natixis NY Branch, we pride ourselves on fostering a dynamic work environment that encourages innovation and professional growth. As a Compliance Surveillance Intern, you will gain invaluable experience in the financial sector while working alongside industry experts in a collaborative culture that values your contributions. Our commitment to employee development is matched by our competitive benefits package, making us an excellent employer for those seeking meaningful and rewarding careers in finance.
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 another candidate; you’re genuinely interested in how Natixis IM operates and how you can contribute to their goals.
✨Tip Number 3
Practice your analytical skills! Since the role involves financial calculations and reporting, brush up on relevant tools like Anaplan and SAP. We want to see that you’re ready to hit the ground running.
✨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. Highlight your experience in finance and any relevant skills, especially with tools like Anaplan and SAP. We want to see how your background aligns 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 impactful – we love a good story!
Showcase 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’s super easy – just follow the prompts and you’re good to go!
How to prepare for a job interview at Natixis NY Branch
✨Know Your Numbers
Brush up on your financial knowledge, especially around trailer fees and reinvoicing processes. Be ready to discuss how you would manage calculations and payments, as well as any relevant experience you've had in similar roles.
✨Showcase Your Tools
Familiarise yourself with Anaplan and SAP, as these are crucial for the role. If you have experience with these tools, be prepared to share specific examples of how you've used them to improve efficiency or accuracy in your previous positions.
✨Communicate Clearly
Since strong communication skills are essential, practice articulating your thoughts clearly and concisely. Think about how you can explain complex financial concepts in a way that’s easy to understand, especially when discussing your interactions with clients and stakeholders.
✨Cultural Fit Matters
Research Natixis IM's values and their multi-boutique approach. Be ready to discuss how your personal values align with theirs and how you can contribute to a cooperative mindset within their multicultural environment.
