Portfolio Analyst Trainee

4 weeks ago

United Kingdom Investment2020 Full time

You will join as part of the Investment20/20 programme.

Our multi-affiliate approach connects you to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world’s largest asset managers, we deliver a diverse range of solutions across asset classes, styles, and vehicles. We’re dedicated to advancing sustainable finance and developing innovative ESG products. We consult and partner with our clients, and continually evaluate markets and assumptions to ensure their strategy delivers on long-term goals.

At Natixis Investment Managers, we continuously work to create an environment that promotes diversity and inclusion in all its forms, across gender, race, religion, sexual orientation, disability, ethnicity and background. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We are committed to finding reasonable adjustments for candidates during our recruitment process. Please let us know if there are any changes we could make to the application process to make it easier and more comfortable for you at HRUK@natixis.com .

As a Graduate, you will have the opportunity to learn from passionate and knowledgeable people with invaluable hands-on training. You will have opportunities to take part in team offsites and team building to further enhance your skills, ensuring you stay ahead of the game. We offer hybrid working (a minimum of two days in the office per week) and a generous holiday allowance of 26 days per annum, plus an extra day off on your birthday. The Trainee role will last a total of 18-20 months with an annual salary of £35,000.

What are we looking for?

We currently have two open positions within the Solutions team based in London. The candidates will perform portfolio analyses, research on market themes and help provide multi-asset solutions for clients. The role is expected to evolve over time and become more client facing with the candidate’s seniority.

The Team

You will be working in a growing, multi-asset Solutions team based in London, working with colleagues in Paris, Singapore and Boston. This role includes working closely with Sales and other members of the wider Solutions team.

Responsibilities include

  • Help senior members of team to present portfolio analyses to clients, both via video conference and in person
  • Prepare and deliver reports and customised portfolio recommendations for client meetings, periodic sales training and other key events
  • Conduct in-depth research on investment funds from both Natixis and its competitors
  • Develop optimisation tools and processes to enhance our multi-asset solutions
  • Analyse relevant market-based trends and market themes that are pertinent to our clients and to aid sales efforts.
  • Other ad hoc analyses and project work as requested
  • Occasionally present topics to groups of clients, internally as well as at industry events
Skills and requirements
  • Interest in investing, economics and finance
  • Good knowledge of Microsoft Office, especially Excel
  • Coding language skills such as Python and VBA useful but not essential
  • Ability to understand and communicate complex concepts and connect to a multi-cultural and global audience
  • Must be proactive, energetic and client-focused with the ability to motivate others
  • Strong organisational skills essential with the ability to work independently, be a self-starter and results focused

Interviews will take place early May. Start date end of May or June.

If your application is successful, you will receive an email from the HR team to invite you for an initial phone call. The interview process and corresponding preparation advice will be outlined during your initial call.

  • Department: Investment and Operations , Investment support
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