About AXA:
AXA is a global leader in insurance and financial services, dedicated to helping customers protect what matters most to them. As the sixth-largest insurance company in the world, we provide a wide range of services, including health, car, home, and business insurance. We support millions of customers worldwide, helping them navigate life's uncertainties with confidence.
AXA UK Support Functions look after our three customer-facing business units, providing the infrastructure and expertise to make sure we can be there for our customers.
Job overview:
We’re seeking a Senior Investment Analyst to play a key role in delivering AXA UK&I’s Alternative Assets strategy. You’ll source and evaluate investments, monitoring portfolio performance, and contribute to Investment Committee decisions and cross-team initiatives. The Investment Team oversees a multi-billion pound portfolio across public and private markets, with Alternative Assets playing an important and growing role in portfolio construction and return generation.
Key responsibilities:
- Contribute to the development and evolution of the Strategic Asset Allocation (SAA), focusing on alternative assets such as Private Debt, Property, Private Equity, and Hedge Funds, while maintaining a cross-asset perspective.
- Identify, evaluate, and source private market investment opportunities, conducting due diligence and risk/return assessments to ensure strategic fit.
- Prepare and present investment proposals to governance bodies, supporting decision-making processes.
- Support negotiations on investment and legal terms, collaborating with internal teams and external advisors.
- Monitor and analyse portfolio performance, identifying risks, opportunities, and recommending portfolio adjustments or new initiatives.
- Build and maintain relationships with asset managers and investment partners for ongoing monitoring and strategic discussions.
- Collaborate across teams and contribute to market research, cross-asset initiatives, and ad-hoc projects supporting the investment strategy.
Work arrangements:
At AXA we work smart, empowering our people to balance their time between home and the office in a way that works best for them, their team and our customers. You'll work at least two days a week (40%) away from home, moving to three days a week (60%) in the future. Away from home means attending the office, visiting clients or attending industry events.
Your skills & experience:
- Degree in Finance, Economics, Mathematics or related fields and CFA qualification is desirable.
- Significant experience in asset management, consulting or institutional investment.
- Strong understanding of macroeconomic trends, investment principles and key financial instruments, including private markets.
- Analytical and quantitative skills with experience evaluating multi-asset portfolios or private market investments.
- Excellent written and verbal communication skills, capable of preparing clear reports and presentations.
- High attention to detail and a commitment to delivering quality work.
- Collaborative mindset with proven ability to work effectively across teams and stakeholders.
- Knowledge of insurance portfolios or private assets is advantageous but not essential.
How to apply:
To apply, click on the ‘apply now’ button, you’ll then need to log in or create a profile to submit your CV. We’re proud to be an Equal Opportunities Employer and don’t discriminate against employees or potential employees based on protected characteristics. If you have a long-term condition or disability and require adjustments during the application or interview process, we’re proud to offer access to the AXA Accessibility Concierge. For our support, please send an email to saraya.cussons@axa-uk.co.uk.
We encourage you to apply for this opportunity as soon as possible, as we may close this advert earlier than the listed closing date.
#LI-Hybrid
