Global Financial Institutions Analyst

Company Overview

Our multi-affiliate approach connects you to the independent thinking and focused expertise of more than 15 proactive 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.

Programme Information

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 Graduate trainee role will last a total of 18-20 months with an annual salary of £35,000.

What are we looking for?

We are seeking a motivated and passionate individual who is looking to launch their career within financial services. You'll develop a range of core skills and acquire fundamental knowledge in the Asset Management industry. If you have a positive attitude and a willingness to learn, this is the role for you.

What are Global Financial Institutions?

As a key strategic function of the Natixis IM distribution strategy, the Global Financial Institutions and Global Consultants team overlook the strategy and coordination of our largest Global Banks and Consultant relationships. Our mission is to be the global partner of choice to these clients, delivering unparalleled investment expertise and exceptional services. To achieve this, our team work closely with our local distribution teams (in over 20 locations).

The Team

You will have first-hand, day-to-day mentoring from the Head of Strategy and Business Management (based in London) and will work closely with the wider Global Financial Institutions and Global Consultant team. As part of a small and efficient team of three, you will have the opportunity to work closely with all the team members and gain insights on the wider core functions of our firms that are so critical to delivering excellence to these key relationships.

Responsibilities include

You will be supporting the coordination management of the Global Financial Institutions Group covering Wholesale & Retail markets, including supporting the development and execution of a global strategy for our GFI accounts.

• A ssisting with Strategy and Business Management, you will support the execution of account strategy plans, using summary dashboards to equip the GFI Team, the Leadership team as well as the Sales team with the key information needed to leverage global relationships and increase engagement across each GFI. This may include;
• G FI Account call coordination
• Account Roadmaps maintenance
• Championing the use of the Salesforce CRM (Customer Relationship Management) system
• Develop and manage communications plans for internal stakeholders (including Senior Management) and external GFI clients using variety of communication mediums, on and offline:
• Monthly & Quarterly updates of Business overviews & Analysis.
• Create and maintain a suite of relevant MI and KPIs to enable BDUs to monitor activity and progress.
• On-demand Reporting & Briefing notes for senior management and sales team.
• Production of Presentation/Dashboards for key external/internal meeting, incl Affiliates.
• Maintaining Executive Engagement agendas
• Support the development and maintenance of Asset Reallocation tools & processes that enhance collaboration, coordination and incentivization of our Sales teams.
• Support continuous improvement initiatives and major change programs to increase the efficiency, consistency and efficacy of our NATIXIS IM platform and Affiliate offering in order to achieve our strategic goals.
• Producing strategic proposition & reports to define Sales direction by Market and Sub-Channel
• Assisting with Client Servicing and Operations and managing ad-hoc reporting requirements for clients and working closely with the Technology team to keep up to date with the latest Salesforce developments and tools.

Skills and requirements

• Excellent research and analytical skills, with the ability to gather, interpret, and present data effectively.
• Great communication skills, both written and verbal, with the ability to convey complex information in a clear and compelling manner.

This role is for you if you are a proactive, driven individual with a solid work ethic and a desire to make a positive impact. We invite you to apply for this Graduate opportunity to gain hands-on experience and contribute to our firm’s success.

Start date: ASAP

Interviews will take place throughout December and January. 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 will be two rounds of in-person or remote interviews, at the Natixis Investment Managers’ office.