Impact Equities Trainee 12-month placement

Company Overview
Our ambition is to be a leading responsible asset manager.
At AXA IM, our purpose, to act for human progress by investing for what matters, is central to every action we take as a business.
As a responsible asset manager, we actively invest for the long-term to help our clients, our people and the world to prosper.
Our conviction-led approach enables us to uncover what we believe to be the best global investment opportunities across alternative and core asset classes. We are already entrusted with €844 billion in assets (as of end of December 2023).
Working as part of the AXA Group, a world leader in financial protection, our team of over 2,700 people (as of end of December 2023) around the world combine a range of specialist skills and experience to best serve the needs of our clients.
The combination of responsible, active and long-term defines our investment philosophy, but also how we run our business, what underpins our clients' partnerships with us, and what drives our people.
Being responsible is in our DNA as a firm and is central to our ethos as an employer. It is embedded in how we grow and protect our people. It unites our team, from our leaders, to our growing number of specialists, to the newest members of our teams.
Careers at AXA IM
Empowering our people to drive progress
As part of a responsible, progressive organisation, our people help us to invest for what matters. Everyone in our diverse, global family shares this responsibility.
Together our people push boundaries and drive forward ideas. They're willing to be bold and take the lead, using initiative and enterprise to create exceptional service. The kind of service that seeks to drive long-term prosperity for our clients, society and the world we live in.
Realise your potential to drive progress - Careers at AXA IM - YouTube
Diversity and Inclusion
Thrive within a diverse community
At AXA IM, inclusion and diversity are closely linked to our values and to our culture of respect for employees, clients and the communities around us. We always aim to create an environment where everyone feels they belong, are included and can thrive within a diverse community.
Further information on Inclusion and Diversity and AXA IM Inclusion and Diversity | Careers | AXA IM Corporate (axa-im.com)
Programme information
You will join as a trainee as part of the Investment20/20 one-year trainee programme . While we can't guarantee a permanent position at the end of the 12-month contract , however, if you perform well & if we have an open position available at the time, then permanent employment could be a possibility. The Investment20/20 trainee programme is offered by many investment management firms and 75% of the 2,000 Investment20/20 trainees are offered permanent positions at the end of the one year.
As a trainee, you will be introduced to investment management and you will gain industry knowledge, experience and develop relationships to progress your career and develop skills to secure a permanent role. We will support you in achieving/starting a professional qualification if this is something you are interested in doing (most firms offer it and we highly recommend doing so). As part of the Investment20/20 programme, you will have opportunities to meet and network with over 300 trainees across the industry and participate in socials and insight events.
Our trainee programme is a fixed term one-year contract paying £28,000. You will receive 27 days annual leave. All roles are based in London.
The Team
The Impact Equities is a fully London based team made of the Head of Listed Impact Equity and three Portfolio Managers.
In Impact Equities, we're responsible for managing and developing the active management of our impact and sustainable equity portfolios. We're a small but close-knit team working collaboratively together and with colleagues across the wider AXA IM business to support our Impact Equities strategies.
Our primary roles and responsibilities include managing our funds, improving investment processes, conducting fundamental research into allocated stocks, communicating with clients, taking an active role in supporting the marketing and sales of our strategies and more.
Responsibilities include
Your main responsibilities in this role will be
• Conducting company analysis by using the Impact's team's financial analysis processes and valuation tools.
• Conducting industry and sector analysis on Impact funds sub-sectors
• Writing monthly, quarterly and annual performance comments
• Providing materials and information to the Marketing teams to support various marketing materials
• General ad hoc activities and tasks to support the Impact Equities team
Your Profile
Skills and requirements
If you are a school/college leaver or graduate who has an interest in working within financial services and has the following attributes, we are interested in hearing from you:
• Interested in learning about accounting and financial analysis and how to conduct company valuations
• Strong interest in sustainability
• Comfortable using Microsoft tools like Excel, PowerPoint etc.
• Team player with a customer-focused approach;
• Inquisitive and enjoys interpreting information and problem solving;
• Comfortable working with data
• Good organisational skills able to multi-task and meet deadlines;
• Self-starter who can work to your own initiative;
• A 'can do' attitude to learning and enjoys developing new skills;
• A good communicator, both oral and written.
How to apply
Apply online with your CV and a cover letter including your answers to the following three questions in 250 words each:
• Why are you applying for this particular traineeship?
• Tell us about the most interesting project or piece of work you have completed as part of your studies at either school/college or university. What did you have to do and what interested you most about it?
• Tell us why you thing sustainable investing is important?
We are an inclusive employer. Please let the recruitment team know if you have a disability, condition or difference that may require us to make adjustments.
Key dates
Online applications close: March 31st, 2024
Start date: September 2024
Successful candidates will be asked to attend a competency interview followed by furt