Private Equity Investment Professional - Primary Fund and Co-Investments
22 Bishopsgate, London – Hybrid
Permanent
At AXA IM our purpose, to act for human progress by investing for what matters, is central to every action we take as a business. As a responsible asset manager, we actively invest for the long-term to help our clients, our people and the world to prosper.
As a future PE Investment Professional - Primary Fund and Co-Investments, you will report to the Head of Private Equity Primary and Co-Investments, and you will be part of AXA IM Prime.
DISCOVER your opportunity
The PE Investment Professional (Vice President) will under supervision of a senior member of the private equity team, source, due diligence and implement investments across the private equity asset class including fund investments and co-investments. The PE Investment Professional may selectively be supporting in the due diligence and execution of secondary transactions.
Your role and responsibilities will include:
Primary Fund and Co-investment Due Diligence
* Perform thorough financial, operational and ESG due diligence of fund and co-investment offerings (as per AXA and AXA IM framework) and with partial support by other Prime resources such as ODD-Team / Head of ESG etc, drafting of committee papers and presenting initial and final recommendation to AXA IM Prime / AXA / Vehicle Board Investment Committees
* Strong focus on AXA’s ESG requirements and strategy in PE Primary Fund and Co-Investment Selection
Primary Fund- and Co-Investments / Deal execution
* Under supervision of more senior PE Team members leading the execution of Primary fund commitments and Co-Investment transactions in close collaboration with internal stakeholders / external legal counsel
* Active maintaining and enhancing Prime’s network of GPs / potential partners
AXA IM Prime business set-up
* Actively contribute to initial product development of best-in-class AXA IM Private Equity Primary- and Co-investment offerings.
* Contribute to the PE investment-, portfolio management and reporting processes to be implemented at AXA IM PRIME
* Positively contribute to a wider recognition of the AXA IM Prime brand as Private Market Enabler to institutional and private investors
Investment Strategy / Portfolio Construction
* Support in executing Prime’s Private Equity investment strategy resulting in annual and multi-year portfolio construction / product launches considering key portfolio criteria (vintage, GP strategies, sectors, geographies, stages etc.)
* Proactively anticipate and identify portfolio adjustments in order to achieve portfolio construction and performance goals including use of portfolio management tools (e.g. secondary transactions) when and if necessary
Pipeline Management / Opportunities screening
* Implement and constantly improve stringent process of identifying, evaluating, contacting and relationship building to GPs to provide a strong and steady deal flow and access to top-quartile fund offerings and attractive co-investments.
* Systematic screen, pre-select and source targets (funds, co-investments) according to the selection criteria pre-defined in Prime’s strategy for primary fund and co-investments.
* Pro-actively support secondary sourcing by relaying Prime’s interest in secondary transactions during interactions with GPs and LPs
Monitoring / reporting
* Contribute to the IT/operational set up by providing experience and insights to be reflected in reporting and monitoring tools to be on-boarded and timely go live
* Perform control over reporting tool to ensure accuracy of data reported
* Monitor portfolio and asset performance
* Contribute to producing regular reporting documents (at least on quarterly basis) using AXA IM Prime reporting tool and asset managers reporting tool to be shared with AXA IM Prime clients
Client relationship, Fundraising
* Contribute to the fund-raising effort alongside AXA IM Prime sales team through pitches preparation, performing research and contributing to newsletters
* Support active interaction with AXA GIA and the private market COE in particular regarding investment performance, market views, investment committee preparation etc.
* Feed AXA IM Prime CRM tool to ensure real time information flow
SHARE your unique expertise
We welcome different combinations of skills & experiences.
Your qualifications and experience:
* Master’s degree in finance / economics or similar qualification
* Experience in the financial sector / asset management industry at similar institutions
* Deep knowledge and proven success over several years in primary fund investing and co-investments with secondary transaction experience a plus
* Good knowledge of insurance companies’ investment constraints is a plus
* Excellent verbal and written English communication skills
Your knowledge and skills:
* Strong investor and asset management mind-set with a strong “can do” mentality
* Willing to work as part of team and share success as a team effort
* Ability to work under tight time constraints in a complex environment
* Insights and interest to anticipate future developments in the investment management industry
* Assertive and business solution/ outcome oriented while acting in a structured and focused way
* Good interpersonal / communication skills
We would love to know more about you. Let’s connect! Send us your resume.
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