Senior Investment Trading Officer

AXA is a global leader in insurance and financial services, offering a wide range of products and solutions to individuals and businesses. While specific industry details for this particular entity are not provided, the job titles suggest potential involvement in financial services or sales-related activities. The company may operate in sectors such as investment management, wealth planning, or direct sales, with roles like Senior Investment Trading Officer indicating expertise in trading and financial markets. Positions such as Direct Sales Consultant - Cairo imply a focus on client acquisition and relationship building within specific geographic regions. AXA's business model likely centers around providing tailored insurance and financial products, supported by a professional workforce dedicated to meeting customer needs. The company may have operations in multiple locations, with a presence in key markets like Egypt.

Key Responsibilities & Accountabilities Provide investment advice and recommendations by conducting technical analysis and assessing market dynamics to support informed decision-making. Monitor local and global market news, announcements, and economic developments daily to identify potential investment opportunities and risks. Prepare the best execution policy by ensuring trades are executed at optimal prices and in compliance with regulatory and internal guidelines. Handle transactions with third parties, including banks and brokers, to facilitate efficient trade execution and maintain strong business relationships. Organize the ticketing process by verifying trade entries and ensuring compliance with Allianz policies to maintain accurate records and regulatory adherence. Conduct in-depth research on market to identify investment opportunities. Track cash positions and the settlement process for all portfolios to ensure timely and accurate fund allocations. Train junior team members by providing guidance and technical expertise to enhance their skills and performance. Balancing Risk and Return Ensuring Compliance and Accuracy Responding to Market Uncertainty Coordinating Across Multiple Stakeholders: Internally: Investment Team, Risk Management Department, Finance & Treasury Team, Compliance & Legal Department, Senior Management Externally: Banks & Brokers, Clients (institutional or retail investors), Regulatory, Vendors providing trading platforms or financial tools Policies, Processes, and Procedures: Follow all relevant department policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner. Day-to-Day Operations: Follow and implement the day-to-day operations related to own job to ensure continuity of work within required SLA. Support in the formulation of the function/department strategy and drive processes to ensure alignment with the overall company strategy KPIs: • Accuracy of Investment Recommendations • Trade Execution Efficiency • Compliance and Policy Adherence • Settlement Timeliness • Training Effectiveness Job Specifications Education / Certifications: Bachelor's degree in Finance, Economics, Business, or a related field. Professional certifications such as CFA, FRM, or equivalent are preferred. High level of English required both verbal and written Ability to create and distinguish different kinds of reports Excellent oral and written presentation skills Proficiency in Bloomberg and Refinitiv application Job Qualifications: Technical analysis of market trends, securities, and opportunities. Global and local economic factors influencing investments. Trade execution policies, best practices, and regulations. Financial instruments including equities, bonds, and derivatives. Compliance requirements and internal investment policies Proficiency in Bloomberg, Reuters, and trading platforms. Skilled in execution policies and trade ticketing processes. Expertise in portfolio cash tracking, settlements, and allocations. Competence in compliance tools for monitoring trades. Advanced Excel and financial modeling for analysis and reporting Conduct technical analysis to deliver actionable recommendations. Monitor economic news to identify opportunities and risks. Execute trades efficiently while ensuring compliance. Soft Skills & Behavioral Competencies: Manage relationships with banks, brokers, and third parties. Train and mentor junior team members Clear communication and presentation of investment insights. Critical thinking and problem-solving in market evaluations. Strong attention to detail in trade verification and compliance. Relationship management with external stakeholders. Show more