Overview
Who we are looking for
The role of Investment Specialist within Amundi can be articulated around two main areas of activities: Production, Articulation & Client Interaction.
Responsibilities
* Production activities see the Investment Specialist team delivering 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 on-going 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 etc…
* To keep track of all the management comments / performance attributions / dedicated reviews / bespoke reports to be produced by the IS team as well their respective 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 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.
Expectations
* The successful candidate will be expected to be ready, by the end of their VIE contract, to:
* Own the message about capabilities under coverage
* Develop the marketing identity
* Assist sales with ad-hoc requests for information about the strategies under coverage
* Support product development initiatives
* 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 time, the Investment Specialists team adheres to existing procedures and regulations and complies with local specific regulations and corporate policy
#J-18808-Ljbffr