Private Equity Investment Associate – Primary Fund and Co-Investments (m/f/d)

DISCOVER your opportunity

The PE Investment Professional will, under the 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:

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.
• 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 / product launches considering key portfolio criteria
• Proactively anticipate and identify portfolio adjustments

Pipeline Management / Opportunities screening

• Pipeline Management / Opportunities screening by implementing and constantly improving stringent process of identifying, evaluating, contacting and relationship building with GPs
• Systematically screen, pre-select and source targets (funds, co-investments)
• Pro-actively support secondary sourcing

Primary Fund and Co-investment Due Diligence

• Perform thorough commercial, financial, operational and ESG due diligence of fund and co-investment offerings, 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

• 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

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
• 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 fundraising efforts alongside AXA IM Prime sales team through pitch preparation, performing research and contributing to newsletters
• Support active interaction with AXA and the private market COE in particular regarding investment performance, market views, investment committee preparation etc.

SHARE your unique expertise

We welcome different combinations of skills & experiences.

Your qualifications, experiences, knowledge and skills:

• 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 three to five 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
• 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
• Entrepreneurial mindset and enthusiasm for the opportunity to help shape and grow AXA IM Prime
• 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.

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 €887 billion in assets as of December 2021.

AXA IM is a leading investor in green, social and sustainable markets, managing €563 billion of ESG-integrated, sustainable and impact assets at the end of 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 2021, AXA IM employs over 2,488 employees around the world, operates out of 28 offices across 18 countries and is part of the AXA Group, a worldwide leader in insurance and asset management.

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. Employing the best professionals from the widest possible talent pool is at the heart of our strategy of delivering excellent quality of service to our diverse clientele.