At a Glance
- Tasks: Calculate management fee rebates and provide insightful Management Information reports.
- Company: Join a global investment firm focused on client success and career growth.
- Benefits: Enjoy competitive salary, flexible working, and a supportive team environment.
- Other info: Work in a dynamic office culture with opportunities for personal and professional development.
- Why this job: Make an impact in finance while developing your skills in a collaborative setting.
- Qualifications: Strong Excel skills and experience in Management Information reporting are essential.
The predicted salary is between 35000 - 45000 £ 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.
Job Description
Where you’ll fit in & what our team goals are… In your role you will calculate and pay management fee rebates in a timely and accurate manner. You will also provide Management Information (MI) to all business areas, including clients. You will support the MI and Rebates Manager in daily tasks and liaise with the wider business on issues that may arise.
How you'll spend your time...
- MI reporting and flow analysis of fund analysis, ensuring Third Party data is integrated where available.
- Provide AUM and flow stats for RFPs.
- Providing MI on rebates and revenues.
- Allocation of clients’ business to ensure holdings are correct in the Data Cube.
- Maintain and update Data Cube for Rebates & MI.
- Setup and calculation of State Street-administered funds rebate payments and accruals.
- Setup, checking and sign-off of internal and TPA rebate payments and renewal commission and accruals.
- Setting up and checking of legal rebate agreements between clients.
- Answering ad-hoc client queries.
- Maintain good relationship with clients, administrators, and all areas of Columbia Threadneedle.
To be successful in this role you will have...
- Management Information experience – creating reports and spreadsheets
- 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 details.
- Numerate.
- Ability to work to tight deadlines.
- Self-starter.
If you also had this, it would be great…
- Third party administrator and Rebate knowledge.
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
Full time
Worker Sub Type
Permanent
Job Family Group
Investment Management
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.
Management Information Reporting & Rebates Analyst in London employer: Ameriprise
Columbia Threadneedle Investments is an exceptional employer that prioritises employee growth and collaboration, offering a dynamic work environment where you can thrive. With a strong commitment to inclusivity and a focus on work-life balance, employees enjoy the benefits of flexible working arrangements and a culture that values diverse perspectives. Located in a vibrant setting, our team of dedicated professionals works closely together to deliver tailored investment solutions, ensuring that every employee has the opportunity to contribute meaningfully and advance their career.
StudySmarter Expert Advice🤫
We think this is how you could land Management Information Reporting & Rebates Analyst in London
✨Tip Number 1
Network like a pro! Reach out to current employees at Columbia Threadneedle on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by brushing up on your Excel skills. Since this role requires excellent Excel knowledge, practice those pivot tables and vlookups so you can impress them with your data wizardry!
✨Tip Number 3
Show off your communication skills! During interviews, be ready to discuss how you've effectively communicated with clients or colleagues in the past. This will highlight your fit for a client-centric role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the team at Columbia Threadneedle.
We think you need these skills to ace Management Information Reporting & Rebates Analyst in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Management Information Reporting & Rebates Analyst role. Highlight your relevant experience with MI reporting and Excel skills, as these are key for us at Columbia Threadneedle Investments.
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 attention to detail and ability to work under tight deadlines, as these traits are super important for this role.
Showcase Your Communication Skills:Since you'll be liaising with clients and various business areas, it's essential to demonstrate your excellent communication skills. Use examples in your application that show how you've effectively communicated in past roles.
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 don’t miss out on any important updates from us!
How to prepare for a job interview at Ameriprise
✨Master Your Excel Skills
Since this role requires excellent Excel skills, make sure you brush up on pivot tables, vlookups, and sumifs. Practise creating reports and spreadsheets that showcase your ability to analyse data effectively.
✨Know Your Management Information
Familiarise yourself with the types of Management Information (MI) reports you might be expected to produce. Be ready to discuss how you would approach MI reporting and flow analysis, and think of examples from your past experience.
✨Communicate Clearly
Strong communication skills are key in this role. Prepare to demonstrate how you've successfully liaised with clients and colleagues in the past. Think of specific instances where your communication made a difference.
✨Show Your Attention to Detail
This position demands a keen eye for detail, especially when it comes to calculations and data accuracy. Be prepared to discuss how you ensure precision in your work and share examples of how your attention to detail has benefited previous projects.
