Stage - Analyste Rfp - Puteaux, France - AXA

AXA
AXA
Entreprise vérifiée
Puteaux, France

il y a 3 semaines

Sophie Dupont

Posté par:

Sophie Dupont

beBee Recruiter
Description
Référence de l'offre

Type de contrat
Stage

Niveau d'expérience
Etudiants

Société du groupeAXA Investment Managers

Famille métierCommercial

Localisation
PUTEAUX, Hauts-de-Seine


Votre rôle et vos missions:


The Core RFP team:

RFP stands for "Request For Proposal", an essential dimension of clients and prospects approach.

RFP encompasses the entire tendering process (questionnaires, documents, presentations, etc.) that asset managers prepare in order to attract new client mandates.

The Core RFP team is based in Paris and London and is part of the AXA IM Core investment platform managing liquid assets, namely Fixed Income, Equity and Multi Asset portfolios.

The Core RFP team covers both prospective institutional and distribution clients ; from answering of the clients' questionnaire to preparing the pitch presentations for the final 'beauty contest'.

The team's mission thereby is to deliver high quality, winning RFPs within the strict client deadlines.

Our proposals cover a diverse range of liquid products and strategies including highly tailored and innovative institutional solutions taking into account responsible investment considerations, from integrated to impact products.

Being part of the Core RFP team involves a close working relationship with portfolio management and sales teams, as well as with all other company's stakeholders (risk, operations, etc.) in a real project management mode.

As the team covers Europe, the United States and Asia, it presents an excellent opportunity to gain exposure and insight to the internal framework of one of Europe's largest asset managers and to gain a wealth of knowledge about the products we manage and the markets we operate in.


Key Accountabilities:


  • Act as a key contributor in the capital raising process, both for mandates and pooled funds, mainly for major institutional investors.
  • Overall responsibility for the production (from the first draft to the final proposal to the client) and process coordination of RFPs/Due Diligence Questionnaires (DDQ), etc.
  • Creation of accurate, compelling and clientfocused RFP responses aiming to present our company and our investment solutions
  • Development of strong, effective, twoway working relationships with key stakeholders, including Institutional Sales teams and Portfolio Managers globally.
  • Gaining a broad knowledge of liquid investments (Equity, Fixed Income and Multi Assets products).
  • Contact with many business partners who will help in providing data and answering questions (e.g., Sales teams, Portfolio Managers, Responsible Investment experts, Investment Specialist team, Trading and other departments)
  • Rigorous adherence to review, compliance and recordkeeping procedures (RFP Reporting)

Votre profil:


_ Education / Qualifications_

  • Degree in Finance.

_Experience_

  • Prior experience working in the financial markets industry is a plus
  • Excellent level of French plus English (another language can be a plus)

_Knowledge and Skills_

  • Excellent writing skills: enjoys writing and transforming technical descriptions into marketing documents, easy to read for nonspecialists, with a strong emphasis on key selling points
  • Strong analytical skills and products knowledge
- ability to understand and describe investment processes and financial solutions in detail
- client focused
- ability to challenge experts (Sales, Product Specialists, etc.)

  • Good project management skills

_Key Competencies_

  • Rigorous, curious, sense of detail and wellorganised
  • Team player: willingness to share knowhow and to learn from others
  • Leadership/entrepreneurial spirit to take full responsibility for delivering the documents required, ability to gather information from different departments
  • Enjoys working in an international environment
  • Works well under pressure, respect of tight deadlines
  • Excellent knowledge of MS Office tools

Votre environnement de travail:


  • Aimeriezvous vous lever chaque jour motivé(e) par une mission inspirante et travailler en équipe pour permettre de protéger les personnes et leurs proches? Chez AXA nous avons l'ambition de mener la transformation de notre métier. Nous cherchons des personnes talentueuses ayant une expérience diversifiée, qui pensent différemment, et qui veulent faire partie de cette transformation passionnante en challengeant le statu quo et faire d'AXA marque globale leader et une des sociétés les plus innovantes dans notre secteur une entreprise encore plus performante et responsible.
  • Dans un monde en perpétuelle évolution et avec une présence dans 64 pays, nos salariés et distributeurs privilégiés anticipent le changement pour offrir des services et solutions adaptés aux besoins actuels et futurs de nos 103 millions de clients.
Nous sommes un investisseur global multi-actifs, qui privilégie le long terme et la gestion active, pour permettre au plus grand nombre d'att
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