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 2,300 people working together. Our capability is diverse with more than 550 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. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.
Job Description
Where you’ll fit in & what our team goals are…This position as Client Liaison Analyst role is part of a newly appointed team at Pyrford International. You will report into the Client Liaison Manager and work alongside Client Analytics role to provide the "high touch" service expected by a boutique client. This is a highly visible role closely aligned with senior stakeholders from investment and non-investment teams.
How you'll spend your time...
Cover for Customer Analytics Lead
Ad-hoc analysis: Capital preservation event table production, BBG buyback yield analysis
Solvency II reporting (not supported by CTI) , RG97
Client contributions and withdrawals co-ordination
Product Reviews of data on platforms, required on a timely basis with specific Pyrford knowledge
Bespoke Valuations
Quarterly Distribution
External Ad Hoc Reporting
Client Custodian FX Reporting (assuming majority of clients move to passive fx management)
Mandate or client specific commentary
Periodic Standard Responsible Investment reporting e.g. Task Force on Climate-related Financial Disclosures (TCFD) report and Sustainable Finance Disclosure Regulation (SFDR) annual disclosures
To be successful in this role you will have...
Experience within financial services and operations in a financial institution (preferably at an asset manager).
Good understanding around general trade lifecycle management, corporate actions, failed trade resolution to opine with stakeholders, vendors and clients.
Demonstrated aptitude to work as a sole contributor and within a team environment.
Good understanding of the EU/UK regulatory environment.
Experience in roles requiring data management/analysis/process management and implementation.
Intermediate to advanced knowledge of EXCEL, MS Access, PowerPoint, MS Word.
Confident, mature approach to problem solving.
Thorough analytical skills, capable of unstructured, adaptive and creative thinking
Strong interpersonal and communication skills.
Ability to work in an unstructured and complex environment.
Confidence in navigating different areas and levels of seniority of the business. Ability to interact and understand how the wider functions of the organisation interact with each other.
Ability to challenge the status quo and further improve the quality of the end result
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Full-Time/Part-Time
Worker Sub Type
Job Family Group
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 fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.
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.
Columbia Threadneedle Investments is an equal opportunity employer. We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to aid your participation in the application or interview process, speak to your recruiter to discuss how we can support you.
