Offers “Axa”

Expires soon Axa

VIE - Client Service & Sales Support Analyst

  • Greenwich, USA
  • Bachelor's Degree
  • Sales

Job description

Key Accountabilities :

• Support the Distribution teams (Institutional and Wholesales) in the Americas
• Maintain customized library of marketing materials (pitch books, factsheets, whitepapers, etc.) for use in the US/offshore market for relevant strategies across all asset classes as well as competitive industry reports. Create and update custom marketing materials for the Americas
• Build and maintain relationships with global and local internal investment teams to coordinate and structure presentation and marketing materials
• Develop a thorough understanding of the firm's key investment strategies and maintain ongoing marketing campaigns
• Work hand-in-hand with US compliance to ensure all materials are in line with US regulatory standards
• Support Head of Client Service with client onboarding and reporting; Collect and maintain client data for KYC & AML purposes within Salesforce, our CRM tool
• Support Distribution team in handling Client requests
• Ensure that all AXA IM systems are up to date with accurate information, this includes, but is not limited to Salesforce, Dali P&P etc
• Understand client reporting requirements and work on the implementation of the required reporting

Desired profile

Qualifications :

Education/Qualifications
• Bachelor's Degree required
Spanish language is a plus, English is required.

Experience
• 2- years experience in similar role with an institutional asset manager

Knowledge and Skills
• Understanding of the US asset management industry
• Sound knowledge of financial markets (finance major in a business school or engineering school or equivalent preferred)
• Ability to work on multiple projects while adhering to strict deadlines and producing high quality work
• Proficient in Excel, PowerPoint and Word
• Experience with Salesforce CRM tool and eVestment a plus

Competencies
• Excellent verbal, written and editing skills
• Strong interpersonal skills, enabling the individual to successfully motivate and work with a diverse group of people
• Well organized and able to work with critical deadlines
• Proactive multi-tasker with excellent organizational skills and an exemplary attention to detail

Make every future a success.
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