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- Tasks: Lead the MI & Rebates team, ensuring accuracy and timely completion of tasks.
- Company: Join Columbia Threadneedle Investments, a global leader in asset management.
- Benefits: Enjoy flexible working, career growth, and a supportive, inclusive culture.
- Why this job: Make an impact in a dynamic environment with diverse investment strategies.
- Qualifications: Experience in rebates, excellent Excel skills, and strong communication abilities.
- Other info: Collaborate with a global team of 2,500 professionals and thrive in your career.
The predicted salary is between 36000 - 60000 £ per year.
Responsibilities
- Managing the rebates and MI oversight team ensuring work is completed accurately and in a timely manner.
- Supporting all team members and ensuring efficient time management of all daily, monthly and quarterly tasks.
- Monitoring group inboxes.
- Authorising reconciliations, payments and accruals.
- Approving system updates.
- Managing relationships with internal and external clients.
- Answering ad hoc client queries.
- Taking the lead on all MI and Rebate issues.
- Providing MI on rebates and revenues.
- Authorising rebate agreements between the client and the legal entity.
- Maintaining and updating Data Cube for Rebates & MI.
- Maintaining good relationships with clients, administrators, and all areas of Columbia Threadneedle Investments.
- MI reporting and flow analysis of fund analysis, ensuring Third Party data is integrated where available.
- Providing AUM and flow stats for RFPs.
- Supporting the Head of Rebates with projects and team management.
Qualifications
- Rebate knowledge and understanding.
- Third party administrator experience.
- Excellent Excel skills (pivot tables, vlookups, sumifs should be second nature).
- Excellent communication skills with clients and all areas of business.
- Understanding of basic accountancy procedures.
- Attention to detail.
- Numerate.
- Ability to work to tight deadlines.
- Self-starter.
- Asset Management Experience.
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.
MI & Rebates Manager in City of Westminster employer: Ameriprise
Contact Detail:
Ameriprise Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land MI & Rebates Manager in City of Westminster
✨Tip Number 1
Network like a pro! Reach out to your connections in the asset management world, especially those who might know someone at Columbia Threadneedle. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for the interview by brushing up on your Excel skills and understanding of rebates. We all know how crucial these are for the MI & Rebates Manager role, so be ready to showcase your expertise!
✨Tip Number 3
Don’t forget to follow up after your interview! A quick thank you email can leave a lasting impression and show that you’re genuinely interested in the position. Plus, it keeps you on their radar.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll find all the latest opportunities tailored to your skills and experience.
We think you need these skills to ace MI & Rebates Manager in City of Westminster
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the MI & Rebates Manager role. Highlight your experience with rebates, MI oversight, and any relevant Excel skills. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your understanding of accountancy procedures and your ability to manage relationships with clients. Let us know what makes you tick!
Show Off Your Attention to Detail: In this role, attention to detail is key. When submitting your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure their work is accurate and polished.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Ameriprise
✨Know Your Numbers
As a MI & Rebates Manager, you'll need to demonstrate your strong numerical skills. Brush up on your Excel functions like pivot tables and vlookups, and be ready to discuss how you've used these in past roles. Prepare some examples of how you've managed data analysis or reporting to show your expertise.
✨Master the Art of Communication
Excellent communication is key in this role. Think about times when you've successfully managed client relationships or resolved queries. Be prepared to share specific examples that highlight your ability to communicate complex information clearly and effectively.
✨Showcase Your Rebate Knowledge
Make sure you understand the ins and outs of rebates and MI processes. Familiarise yourself with common challenges in the industry and be ready to discuss how you've tackled similar issues in the past. This will show your potential employer that you're not just knowledgeable but also proactive.
✨Demonstrate Team Leadership
Since you'll be managing a team, it's important to convey your leadership style. Think about how you've supported team members in the past and how you ensure tasks are completed efficiently. Share examples of how you've fostered a collaborative environment and helped others succeed.
