You will play a critical role in delivering high‑quality, controlled and scalable reporting change for institutional and intermediary clients across EMEA. Your role partners closely with Client Service, Sales, Product, Operations, Technology, and external vendors to translate client mandates into robust reporting solutions—ensuring changes are captured, governed, implemented, and measured consistently.
A core success factor is excellent stakeholder management—driving clarity, alignment, and timely delivery across multiple teams and jurisdictions.
How you'll spend your time...
Change Intake, Governance & Controls
Assist IMA reviews to extract and validate reporting obligations, translating them into clear, actionable requirements and control checks.
Ensure all change‑related client mandates are duly recorded in the central repository with complete lineage (source, approvals, effective dates, impacted products/portfolios, controls, and testing evidence).
Maintain and update reporting matrices for new and existing clients, reflecting templates, data sources, delivery channels, frequencies, and commentary requirements.
Log and track vendor change forms for all external providers (e.g., composition files, factsheets, translation, distribution), ensuring SLAs, specs, and testing gates are adhered to.
Client Onboarding & Implementation
Join client onboarding calls to capture reporting scope, timelines, dependencies, and non‑standard asks; convert outcomes into clear action plans and issues logs.
Set up new accounts in PEGA (our reporting tool) accurately and in a timely manner, aligning fields with data governance standards and tiering.
Coordinate UAT and post‑implementation verification for reporting changes; raise and track defects to closure.
Stakeholder Management & Communication
Act as a day‑to‑day point of contact for EMEA reporting change across Client Service, Sales, Product, Operations, Technology, and external vendors.
Produce transparent status reporting (RAG, risk/issue logs, decision trackers) and communicate impacts, mitigations, and target dates to senior stakeholders.
Represent Client Reporting Change in governance forums, playbacks, and incident reviews; document decisions and follow through on actions.
Analytics, Metrics & Continuous Improvement
Produce and publish reporting change metrics by client tiering (volume, cycle‑time, SLA adherence, rework/defects, vendor timeliness, audit gaps).
Review and rationalize commentary requests across all products to ensure consistency, control, and scalability (e.g., standard libraries, tone of voice, approval workflows).
Identify and deliver process innovation (automation, templates, checklists, standard fields, playbooks, and control gates) to reduce manual effort and operational risk.
Contribute to policy, SOP, and run‑book refinements, ensuring audit‑readiness and alignment to risk and compliance standards.
Risk, Compliance & Data Quality
Uphold reporting standards, legal and regulatory considerations relevant to EMEA markets.
Ensure controls are designed and evidenced for end‑to‑end change (requirements, approvals, configuration, testing, implementation, monitoring).
To be successful in this role you will have...
Required Experience & Qualifications
Proven experience in client reporting, change management, operations, or client service within asset/wealth management (or related financial services).
Demonstrable experience running change intake to implementation, including requirements gathering, documentation, and testing.
Hands‑on exposure to client onboarding and reporting tool configuration (PEGA experience strongly preferred; other workflow/case management tools beneficial).
Strong familiarity with IMAs/SLAs and converting client mandates into reporting requirements.
Experience coordinating with external vendors (data, design, translation, distribution) and managing change forms/SLA tracking.
Core Skills & Competencies
Stakeholder Management (critical): Builds trust, sets clear expectations, navigates competing priorities, and drives consensus.
Communication: Crisp written and verbal communication; ability to translate complex requirements into actionable steps.
Data & Tools: PEGA (or similar), Excel (advanced), PowerPoint, Word; familiarity with JIRA/Confluence or equivalent.
Risk Mindset: Escalates early, documents thoroughly, and designs for control and auditability.
Continuous Improvement: Curious, analytical, and solution‑oriented; comfortable challenging status quo.
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.
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