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Product Specialist

AXA Group

This is a Contract position in Fort Collins, CO posted May 13, 2022.

– Investment FunctionsContract Type : RegularShift : Day JobSchedule : Full-time Description Job PurposeThe US Fixed Product Specialist will be responsible for working closely with the US fixed income investment team on portfolio reporting, product presentations, RFPs, data management, etc.Key Accountabilities As a Product Specialist on the US Fixed Income team, the individual in this position will:Interact frequently with, and respond to requests for information from multiple internal groups including investment professionals, operations, compliance, data management, product specialists, et al.Support new business efforts as well as servicing existing clients for US Fixed IncomeSupport the US fixed income team as required for data or product information Edit/update and customize marketing and presentation materials, assist with data for RFP’s/RFI’s, and client portfolio reports as necessary.

Respond to internal requests for data (performance, asset, client, portfolio data) as neededCreate, update (monthly and quarterly), customize and improve sales presentations and other marketing materials for US fixed income products.Create and update client portfolio reports (monthly/quarterly/ ad hoc).Maintain centralized client and product files and help support storage of historical data reports and records Qualifications Education/QualificationsUndergraduate degree/BS/BA requiredExperience3-5 years of experience in Asset Management preferred.

Will consider industry candidates who have previous experience in the following roles: RFP Manager, Client Service, Risk Management or Client Reporting.

Knowledge and SkillsHigh level of comfort with quantitative / analytical skills requiredGood basic understanding of financial / bond markets and general economics; understanding of bond characteristicsStrong proficiency in Excel required; (familiarity with VBA and writing macros is a plus)Proficient with Microsoft Powerpoint and WordExperience with FactSet Portfolio Analytics a plusExcellent verbal, written and editing skills in English requiredUnderstanding of ESG criteria is a plusCompetenciesAttention to detail a MUSTProactive and pragmaticA self-motivated, curious individual with an ownership mentality is ideal for this roleExcellent communication skills and ability to work well in a team environmentClient-oriented mind-setWell organized and able to work within critical deadlinesGood interpersonal skills as strong dependencies/interactions with other team members are criticalPrior experience with data manipulation, client reporting, and RFP’s a plus About AXA Would you like to wake up every day driven and inspired by our noble mission and to work together as one global team to empower people to live a better life?

Here at AXA we strive to lead the transformation of our industry.

We are looking for talented individuals who come from varied backgrounds, think differently and want to be part of this exciting transformation by challenging the status quo so we can push AXA
– a leading global brand and one of the most innovative companies in our industry
– onto even greater things.

In a fast-evolving world and with a presence in 64 countries, our 166,000 employees and exclusive distributors anticipate change to offer services and solutions tailored to the current and future needs of our 103 million customers.

AXA Investment Managers (AXA IM) is a responsible asset manager, actively investing for the long-term to help its clients, its people and the world to prosper.

Our high conviction approach enables us to uncover what we believe to be the best global investment opportunities across alternative and traditional asset classes, managing approximately 866 billion in assets as at the end of June 2021.

AXA IM is a leading investor in green, social and sustainable markets, managing 568 billion of ESG-integrated, sustainable and impact assets as at the end of June 2021.

We are committed to reaching net zero greenhouse gas emissions by 2050 across all our assets, and integrating ESG principles into our business, from stock selection to our corporate actions and culture.

Our goal is to provide clients with a true value responsible investment solution, while driving meaningful change for society and the environment.

At end of June 2021, AXA IM employs over 2,488 employees around the world, operates out of 26 offices across 20 countries and is part of the AXA Group, a worldwide leader in insurance and asset management.

What We Offer We are proud to foster a high-performance culture, which means that we seek to recruit and retain people who are not only technically-skilled but also globally-minded, innovative and able to leverage their unique perspectives and life experiences to support our success as a company.

AXA IM is committed to building an inclusive culture, valuing diversity and supporting the career progression of all employees.