Key Responsibilities
Capture, validate and agree pricing arrangements within wholesale client documentation, where rebates are in place.
Ensure that all rebates are vetted, approved, documented and executed prior to implementation.
Responsible for overseeing and maintaining wholesale client documents, both within internal filing structure and the company-wide document repository.
Host and update weekly work-in-progress status meetings for internal stakeholders.
Assist in the coordination, negotiation and execution of investment management agreements when required.
Coordinate review and seek input from appropriate subject matter experts (SMEs) across various business areas to complete the approval of the documents.
Confidence to follow up directly with various SMEs, ensuring they review, acknowledge, and sign-off their relevant material obligations.
Continuously collaborate with other members of the Global Contract Office to maintain effective workflow, consistent process execution and unified approaches to work items.
Assist with ad hoc legal reviews, management reporting, and audit/control testing.
Participate in ad hoc process improvement projects for the Global Contract Office.
Required Qualifications
Prior relevant experience in the financial services industry.
Minimum of Bachelor’s degree or equivalent.
Investment management industry experience, including strong understanding of asset management, financial instruments, wholesale structures and institutional clients.
Prior experience managing documentational lifecycles within the financial services industry.
Exceptional attention to detail, specifically in written form.
Structured individual with strong workflow management.
Strong ability to work with others both in the team and across the business to achieve effective solutions and decisions.
Excellent listening skills with an assertive approach to dealing with stakeholders across the business.
Strong self-organisational and time management skills; ability to work under pressure to tight deadlines.
Analytical and dynamic mindset conducive to understanding and adapting to changes to governance documentational processes and controls.
About Columbia Threadneedle Investments
Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.
We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.
Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.
We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.
Full-Time/Part-Time
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