Intern - Portfolio Assistant
Internship London, UNITED KINGDOM Accounting / Management control
Job description
Join us. Let’s care for tomorrow.
At Allianz Global Investors we foster a culture of professionalism, fulfilment, and an inclusive working environment. Do you want to be part of a leading active asset management company? Then join us now as an Intern - Portfolio Assistant for 12 months from June 2025 in the London office.
You will work in a small team of senior fund managers, supporting the UK Equity strategies within the European Dividend & Value Equities Team. We are looking for someone to help research investment ideas and document investment cases, ESG profiles and company meetings. You will assist with portfolio data analysis, compiling information for marketing materials and other tasks related to managing equity portfolios.
This is a great opportunity for somebody wishing to develop a career in equity research and portfolio management.
What you will do
· Research investment ideas, including understanding the competitive positioning and strategy of businesses, reviewing accounting information, scenario modelling, valuation analysis
· Construct investment cases with particular attention to the principles of value investing
· Attend meetings with Chief Executives, CFOs and other senior management of listed companies, as well as with research analysts at investment banks
· Prepare agendas and write notes from company meetings
· Analyze and document Environmental, Social and Governance risks working from MSCI and other data
· Assist portfolio managers managing the UK equity and potentially other European dividend and value portfolios
· Attend daily, weekly and other meetings to discuss investment ideas and portfolio construction
· Assist in the preparation of marketing materials such as charts and tables
· Collaborate with senior colleagues across the investment platform and in other departments.
What you bring
· University graduate, or postgraduate qualification
· CFA level 1 or beyond
· Previous experience in equity analysis / research
· Strong data, analytical, modelling skills. Attention to detail. Technical skills including Excel and PowerPoint. Bloomberg is an advantage
· Strong team player, but comfortable with independent work with high autonomy.
· Personable and enthusiastic
· Curiosity about the world and financial markets, interested in a career in asset management
· Excellent communication and written skills
· Good presentation skills.
What we offer
· “New Normal”, it’s not news to us: As a global company, we’ve known the hybrid model before it was ‘in’. Work flexibly according to internal guidelines (e.g., hybrid model/ flexible working hours)
· Support for what matters: Mental health and wellbeing programs
· Investments in your career: Career opportunities within the entire Allianz Group
· Investments in your skills: Comprehensive learning and development offerings, including certifications and professional qualifications
· … and so much more!
About Allianz Global Investors
Allianz Global Investors is a leading global active asset manager.
We invest for the long term and want to create value for clients every step of the way. We do this by being active – in how we partner with clients and anticipate their needs, and build solutions based on capabilities across public and private markets. Our focus on enhancing our clients’ assets leads naturally to a commitment to sustainability for positive change. Our goal is to enhance the investment experience for clients, whatever their location or goals.
Putting our clients' needs first, behaving in a transparent way and treating people fairly means acting with integrity. We encourage a collegial culture, that supports individual responsibility. We invest in the development of our employees to maximize the power of innovation.
We at Allianz believe in a diverse and inclusive workforce, we are committed to the principles of Equal Employment Opportunity and to helping applicants with any disabilities. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in. We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability or sexual orientation. Great to have you on board.
If you feel inspired to promote the active asset management experience, this is the place for you. Join our diverse, international, technology-enabled, and agile environment. Simply upload your CV in English to apply for this position! If you need support to navigate our websites or at any stage during your application, please send an email with your request to recruiting@allianzgi.com
To Recruitment Agencies:
Allianz Global Investors has an in-house recruitment team that sources great candidates directly. Therefore, Allianz Global Investors does not accept unsolicited resumes from agency or search firm recruiters.
When we do work with recruitment agencies, that engagement is formalized by a contract. Fees will only be paid when there is a contract in place.
Without a contract in place, we will not accept invoices on unsolicited resumes, even if the candidate was ultimately employed by Allianz Global Investors.
Finally, please do not contact hiring managers directly.
67003 | Asset & Investment Management | Student | n.a. | Allianz Global Investors | Full-Time | Temporary