Senior Investment Analyst

Job Purpose:

To analyze investment opportunities, monitoring portfolio performance, and ensuring compliance with investment guidelines and regulations.

Key Responsibilities & Accountabilities:

• Review and authorize daily unit price calculations.
• Monitor portfolio performance and coordinate with fund managers.
• Develop and track key performance indicators for investment analysts.
• Research investment market opportunities and recommend new investments.
• Validate benchmark calculations performed by investment analysts.
• Ensure compliance with risk policies and regulatory requirements.
• Conduct monthly reviews of outsourced fund managers' performance.
• Prepare and communicate required data to management.

• Calculate asset allocation and strategic asset allocation.
• Calculate portfolio duration.
• Develop investment plans with financial modeling based on cash flow projections.
• Ensure compliance with group-wide investment guidelines.
• Calculate portfolio returns.
• Provide macroeconomic analysis and its impact on AXA's business model.

• Handle internal and external audit requirements related to investments.
• Participate in the consolidation of financial statements for AXA Group.
• Contribute to investment decision-making for AXA's shareholder portfolios.