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Investment Specialist Intern

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Amundi

Jul 19

Applications are closed

  • Internship
    Full-time
    Off-cycle Internship
  • Banking & Finance
  • Dublin

Requirements

  • Strong work ethic, drive and ambition
  • Ability to work as part of a team is paramount
  • Ability to communicate clearly and effectively
  • Proactivity and ability to work autonomously is a must
  • Concern for order and attention to detail, laser focus is needed
  • Embracing diversity within the team environment and openness to change
  • Client Centricity
  • Independent thinking
  • Ability to work on projects with strict deadlines & under time pressure
  • Proficient in PowerPoint, Excel, Word and data extraction tool
  • Strong proficiency with Visual Basic, Python, Tableau a significant plus
  • Good interpersonal and communication skills
  • Excellent communication written and oral
  • Excellent presentation skills a must
  • Education & Preferred Qualifications:
  • Financial or economic background, preferably supported by a relevant post- graduate degree or equivalent
  • Previous experience in asset management industry preferred

Responsibilities

  • Produce high quality portfolio reporting in conjunction with the rest of the IS team
  • Work with both IS team and Marketing team to create and maintain a high standard of marketing collateral
  • Work with the RFP team to communicate investment related to clients and sales
  • Articulate the message around product characteristics, investment process and capabilities under coverage, with the ability to summarise key product messages and adapt presentations to different audiences and client typologies
  • Contribute to the creation of investment communications content to support the marketing and distribution of the company’s products and services – including but not limited to white papers, ad-hoc focus or opinion pieces, presentation material and regular commentaries etc…
  • Assist sales with ad-hoc requests for information about the strategies under coverage
  • Drive client pitch - including the analysis of client requirements, guide strategy choice, guide and where necessary provide RFP content and deliver pitch presentation
  • Support internal management communication around key business initiatives and updates

FAQs

What is the primary responsibility of the Investment Specialist Intern?

The primary responsibility of the Investment Specialist Intern is to produce high-quality portfolio reporting, support marketing collateral development, assist with client communications, and contribute to investment communications content under the Equity Investment Specialists team in Dublin.

What qualities are valued for this role?

The role values a strong work ethic, teamwork, effective communication skills, proactivity, attention to detail, client-centricity, independent thinking, and the ability to work under time pressure. Proficiency in PowerPoint, Excel, Word, and a background in data analysis tools like Visual Basic, Python, and Tableau is also appreciated.

What educational background is preferred for candidates applying for this internship?

A financial or economic background is preferred, ideally supported by a relevant postgraduate degree or equivalent.

Is previous experience in the asset management industry required?

While it is preferred, previous experience in the asset management industry is not strictly required. Enthusiasm and the right skill set are also highly valued.

Will the intern be working independently or as part of a team?

The intern will work as part of a team, but the ability to work autonomously and proactively is also a must.

What types of tasks will the intern assist with concerning client interactions?

The intern will assist sales with ad-hoc requests for information about strategies under coverage, support the preparation of client pitches including analysis of client requirements, and help deliver pitch presentations.

What software skills should applicants have?

Applicants should be proficient in PowerPoint, Excel, and Word, as well as data extraction tools. Strong proficiency in Visual Basic, Python, and Tableau is considered a significant plus.

Are there opportunities for individuals returning to work after a break?

Yes, the company welcomes applications from individuals who may be returning to work following a break.

How important is attention to detail for this role?

Attention to detail is crucial for this role as the intern will be responsible for producing high-quality portfolio reports and various investment communications, requiring accuracy and thoroughness.

What types of communications will the intern contribute to?

The intern will contribute to investment communications content such as white papers, commentaries, ad-hoc focus or opinion pieces, and presentation materials to support the marketing and distribution of the company’s products and services.

Trust must be earned

Finance
Industry
5001-10,000
Employees
2010
Founded Year

Mission & Purpose

Amundi, the leading European asset manager, ranking among the top 10 global players* , offers its 100 million clients - retail, institutional and corporate - a complete range of savings and investment solutions in active and passive management, in traditional or real assets. This offering is enhanced with IT tools and services to cover the entire savings value chain. A subsidiary of the Crédit Agricole group and listed on the stock exchange, Amundi currently manages more than €1.9 trillion of assets**. With its six international investment hubs***, financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape. Amundi clients benefit from the expertise and advice of 5,400 employees in 35 countries. Amundi, a trusted partner, working every day in the interest of its clients and society * Source: IPE “Top 500 Asset Managers” published in June 2022, based on assets under management as at 31/12/2021 ** Amundi data as at 31/12/2022 *** Boston, Dublin, London, Milan, Paris and Tokyo