Overview
The role of Investment Specialist within Amundi can be articulated around two main areas of activities: Production, Articulation & Client Interaction.
* Production activities: the Investment Specialist team delivers information and material around the products and portfolios under their responsibility. Prepare, enrich and keep the material up to date. Produce and update high quality portfolio reporting (presentation material, performance commentaries, ad-hoc material) in conjunction with the rest of the IS team. In response to queries on portfolios or expertises, prepare and/or analyse portfolio historical data extracts / management comments / answers to “easy” queries, etc.
* Assist investment specialists, fund managers and analysts in handling client inquiries, follow-up with client requests, work with RFP teams on RFPs and maintain and improve tools used by the IS team for their periodic activity. Provide clients and prospects with ongoing updates about market views, investment strategy, positioning and performance under the direction of senior staff.
* Contribute to the creation of investment communications content to support the marketing and distribution of the company’s products and services – including but not limited to white papers, ad-hoc focus or opinion pieces, presentation material and regular commentaries.
* To keep track of all the management comments / performance attributions / dedicated reviews / bespoke reports to be produced by the IS team as well as their deadlines to try to ensure the best possible quality of service. Support internal management communication around key business initiatives and updates.
* Ensure that all marketing material complies with the existing regulations. From time to time, the position might require employees to perform operational tasks such as data download and analysis, contribute to the drafting of legal documentation.
Articulation & Client Interaction
Articulation & Client Interaction activities include interacting directly with internal and external stakeholders to communicate on portfolio activities, seeking to grow and retain assets with existing and prospective clients.
What to expect by the end of the VIE contract
* Own the message about capabilities under coverage
* Develop the marketing identity
* Assist sales with ad-hoc requests for information about the strategies under coverage
* Contribute to the creation of investment communications content to support the marketing and distribution of the company’s products and services
* Support internal management communication around key business initiatives and updates
* At all times, the Investment Specialists team adheres to existing procedures and regulations and complies with local specific regulations and corporate policy
Supplementary Information
The V.I.E and V.I.A are civic services put in place by the French State to encourage young people and companies to undertake work abroad. As a result, V.I.E status is subject to specific conditions concerning age, nationality or tax residence. To go on a V.I.E assignment, you must meet these conditions relating to the National Service Code, the rules of the host country and your commitment to Business France.
To find out if you meet the conditions to apply for a VIE role please click the link below:
https://mon-vie-via.businessfrance.fr/en/what-is-the-vie-french-international-internship-program.
Geographical area
Europe, Ireland
City
Dublin
Education & Preferred Qualifications
High school / Secondary school / A levels / AS levels / IB
Experience
In-depth knowledge of financial markets, with experience with ESG is preferable.
Required skills
What we value for the role
* Strong work ethic, drive and ambition
* Ability to work as part of a team is paramount
* Ability to communicate clearly and effectively
* Proactivity and ability to work autonomously is a must
* Concern for order and attention to detail, laser focus is needed
* Embracing diversity within the team environment and openness to change
* Independent thinking
* Ability to work on projects with strict deadlines & under time pressure
* Proficient in PowerPoint, Excel, Word and data extraction tool
* Strong proficiency with Visual Basic, Python, Tableau a significant plus
* Good interpersonal and communication skills
* Excellent communication written and oral
* Excellent presentation skills a must
Technical skills required
• Proficient in PowerPoint, Excel, Word, knowledge of Bloomberg and/or Reuters preferable. Proficiency with Visual Basic and Python, Tableau or similar software and strong coding capabilities would be a significant plus.
Languages
English. French an added benefit (not a requirement).
General information
Entity: Amundi, the leading European asset manager, ranking among the top 10 global players, offers its 100 million clients a complete range of savings and investment solutions in active and passive management, in traditional or real assets. With its six international investment hubs, financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape. Amundi clients benefit from the expertise and advice of 5,300 employees in 35 countries. A subsidiary of the Crédit Agricole group and listed on the stock exchange, Amundi currently manages more than €2.0 trillion of assets. Amundi, a trusted partner, working every day in the interest of its clients and society.
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