RFP Placement London 2022

RFP stands for “Request For Proposal” and encompasses the entire tendering process (questionnaires, documents, presentations, etc.) that asset managers prepare in order to attract new client mandates.

The Core RFP team is based in Paris and London and is part of the AXA IM Core investment platform managing liquid assets, namely Fixed Income, Equity and Multi-Asset portfolios.

The Core RFP team covers both prospective institutional and distribution clients; from answering of the clients’ questionnaire to preparing the pitch presentations for the final ‘beauty contest’. The team’s mission thereby is to deliver high quality, winning RFPs within the strict client deadlines. Our proposals cover a diverse range of liquid products and strategies including highly tailored and innovative institutional solutions and ESG-integrated and impact products.

Being part of the Core RFP team involves a close working relationship with portfolio management and sales teams, as well as with all other company’s stakeholders (risk, operations, etc.) in a real project management mode.

As the team covers Europe, the United States and Asia, it presents an excellent opportunity to gain exposure and insight to the internal framework of one of Europe’s largest asset managers and to gain a wealth of knowledge about the products that we manage and the markets in which we operate.

Key accountabilities

• Assist/co-ordinate/lead RFP process for RFIs, RFPs/Due Diligence Questionnaires (DDQ), etc. (sourcing and compiling, drafting and reviewing)
• Act as a key contributor in the capital raising process, both for mandates and pooled funds, across institutional / retail-wholesale investors
• Assist to develop accurate, compelling and client-focused RFP responses aiming to present our company and our investment solutions
• Attain a broad knowledge of liquid investments (Equity, Fixed Income and Multi Assets products)
• Liaise with a wide range of stakeholders in sourcing information (e.g., sales teams, portfolio managers, Responsible Investment experts, investment specialist team, traders, risk managers etc.)
• Rigorous adherence to review, compliance and record-keeping procedures (RFP reporting)
• Participate in ad-hoc projects as needed

Qualifications, experience/skills and key competencies

Education / experience

• Undergraduates in year 2 looking for a one-year industrial placement
• Prior work experience/internship in the financial markets industry is a plus but not essential
• Excellent level of English (another language can be a plus)

Knowledge and Skills

• Excellent writing skills enjoys writing and transforming technical descriptions into marketing documents, easy to read for non-specialists, with a strong emphasis on key selling points
• Strong analytical skills 
• Good communication, inter-personal and project management skills

Key Competencies

• Rigorous, curious, sense of detail and well-organised
• Keen interest to learn about asset management 
• Team player: willingness to share know-how and to learn from others
• Entrepreneurial spirit to take full responsibility for delivering the documents required, ability to gather information from different departments 
• Enjoys working in an international environment
• Works well under pressure, respect of tight deadlines, can-do attitude
• Excellent knowledge of MS Office tools

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.