Job description
Who Are We?
Architas Multi-Manager is a dynamic Investment Company, focused on delivering multi-manager investment propositions. Our consistent investment process enables us to design muti-manager solutions as well as act as a centre of investment excellence for the AXA Group. We are a member of the global AXA Group, bringing multi-manager expertise to the whole company.
We are currently looking for an Assistant Portfolio Manager Manager whose main role will be to assist Investment Managers in their investment decision making by producing timely and accurate portfolio data and analytics, supporting them in various operational elements of trading, managing and maintaining internal data files used in the investment decision making process, and providing general assistance to Investment Managers when required.
What You Will Be Doing
1. Ownership of the Fund Set Up process for new instrument set ups across the Investment Team, working closely with Operations and other departments.
2. Assisting in the production of Portfolio analytics for portfolios. Task involves uploading data to systems such as Style Analytics, creating fund of fund look-through reports and assisting Investment Managers create holdings-based style/risk reports.
3. Manage and maintain internal fund database of portfolio holdings to aid in the production of portfolio level summary reports
4. Manage and maintain specific files used to support client meetings and investment manager decision making
5. Assist in the production and collation of investment materials used in various client and internal governance meetings
6. Create bespoke content as required for internal and client reporting purposes from time to time.
7. Supporting Investment Managers respond to adhoc queries or tasks from time to time
8. Continued professional development in support of competency assessments.
Your Profile
What We Are Looking For
Knowledge, Skills, Experience and Qualifications required for this position
- Graduate and/or finance related professional qualification
- Some experience working in an Investment or Financial services environment
- An interest and basic understanding of the workings of investment markets and fund management
- Competent in the use of Microsoft office, especially Excel and PowerPoint.
- Qualifications: Working toward a professional qualification is desired
We have done our best to paint a picture of what we are looking for in this role; however we know that some candidates may be discouraged from applying if they don't meet every requirement. If you don't tick every box, but are excited by the role and the prospect of working for Architas, then please press apply!
About AXA
With a presence in over 60 countries, and 165,000 employees serving the needs of 107 million customers, AXA is big.
You’ll work in an open and supportive environment where you’ll be developed, challenged and encouraged to move around to achieve even bigger and better things – nationally and internationally. You’ll learn directly from senior leaders, from the best in our business. And you’ll enjoy real responsibility, really early on.
Every large company today talks about supporting diversity and inclusion. But at AXA UK, these values form an integral part of everything we do. For us, it’s about bringing together the best talent, helping people to realise their full potential by being 100% themselves at work and delivering outstanding service to everyone – regardless of difference.
About the Entity
About Architas
Little fish, big pond, bigger ambitions
Sometimes it's good to be a little fish. At Architas, we've built our reputation on doing things differently - always putting our clients first, being brave enough to try something new, and not being shy about believing we can make a difference. We constantly challenge ourselves and the status quo. Architas Multi- Manager is a dynamic Investment Company, focused on delivering multi-manager investment propositions.
Our consistent investment process enables us to design multi-manager solutions as well as act as a centre of investment excellence for the AXA Group. We are a member of the global AXA Group, bringing multi-manager expertise to the whole company.
What We Offer
There is no doubting that this is a busy, challenging, demanding role - but it provides a great opportunity for the right individual to play a key role in driving forward our key strategic goals. We will reward your hard work and determination with a competitive salary and benefits package backed up by AXA Group
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