At a Glance
- Tasks: Engage with clients, develop investment strategies, and lead portfolio management for LDI solutions.
- Company: Columbia Threadneedle Investments, a global leader in asset management.
- Benefits: Competitive salary, inclusive culture, and opportunities for personal growth.
- Other info: Collaborative office environment with flexible working options.
- Why this job: Join a dynamic team and make a real impact in the investment world.
- Qualifications: Experience in asset management, strong communication skills, and leadership abilities.
The predicted salary is between 75600 - 92400 £ per year.
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.
We are hiring an LDI Client Portfolio Manager on our Fixed Income team based in London. You will be responsible for the delivery of investment outcomes to UK & European pension and insurance clients and the external representation of the Fixed Income team with specialist focus on LDI clients.
How you’ll spend your time…
- Client Engagement
- Excellent communicator able to explain complex investment concepts to non-experts.
- Meeting clients and potential clients to promote our Fixed Income solutions capabilities with particular focus on LDI and related strategies for institutional clients.
- Educating, explaining and working with clients to develop their Fixed Income mandates.
- Develop productive business relationships with consultants, independent trustees, pensions managers etc.
- Supporting new client gathering activity via ownership of pitch messages, materials, RFPs.
- Support the launch of new strategies in EMEA market.
- Driving the commercial agenda in terms of branding, PR, sales messages, product USPs, and thought leadership.
- Presenting to members of the pensions industry in seminars, conferences, roundtables and other industry events.
- Promote the business through interaction with the press.
- Represent the business and desk to regulators and industry bodies.
- Working across Europe – understanding the commercial requirements in different jurisdictions including UK, Ireland, Netherlands, Germany and elsewhere.
- Leadership Responsibilities
- Investment ownership of clients’ LDI and matching solutions portfolios.
- Support for the management of Client Portfolio Management, EMEA Fixed Income and Matching Solutions.
- Working with fund management colleagues to build solutions and analyse opportunities for clients.
- Analysis of current products/mandates and development of new products.
- Evaluating commercial opportunities with awareness of business risk and profitability.
- Personal development
- Maintain and develop own investment expertise and market knowledge.
- Maintain and develop own knowledge of Columbia Threadneedle Fixed Income strategies.
- Maintain and develop own teamwork and leadership skills.
- Attend all compliance and risk training workshops as required.
- Risk management
- Act with integrity always.
- Maintain awareness of and manage risks in line with client and regulatory requirements.
- Do not engage in behaviours having a negative impact on the proper functioning of the markets.
- Escalate concerns that could result in poor customer outcomes and/or a negative impact upon market integrity immediately.
To be successful in this role you will have…
- Extensive experience in a relevant role, such as institutional asset management or investment consulting.
- Experience in LDI in a relevant role.
- Actuary, CFA Charterholder, or equivalent professional qualification.
- Excellent communication skills, both orally and in writing.
- Able to communicate with a range of audiences.
- Strong leadership skills, drive and focus on goals.
- Experience in UK and Irish defined benefit pensions, including investment strategy and the client and regulatory environment.
- Highly numerate with strong modelling and analytical skills (Excel).
- High attention to detail.
- Strong collaborator with an ability to work with all types and levels of people within the organisation.
- Commercially aware.
- Comfortable with taking on responsibility and being accountable for deliverables.
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.
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.
Location: London, United Kingdom
Type: Full time
LDI Client Portfolio Manager, Fixed Income EMEA in Whitehall employer: Ameriprise Financial
Columbia Threadneedle Investments is an exceptional employer located in Swindon, offering a dynamic work environment that prioritises collaboration and personal growth. With a strong commitment to inclusivity and employee development, we provide ample opportunities for career advancement while maintaining a healthy work-life balance. Our culture fosters innovation and efficiency, making it an ideal place for professionals seeking meaningful and rewarding employment in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land LDI Client Portfolio Manager, Fixed Income EMEA in Whitehall
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Ameriprise Financial, who often scout for talent at such events.
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Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Ameriprise Financial.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Ameriprise Financial.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Ameriprise Financial, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace LDI Client Portfolio Manager, Fixed Income EMEA in Whitehall
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Ameriprise Financial want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Ameriprise Financial.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Ameriprise Financial will be keen to see that passion and how you keep up with industry news and developments.
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How to prepare for a job interview at Ameriprise Financial
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
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Since this is a full-time role, companies like Ameriprise Financial want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withAmeriprise Financial.