At a Glance
- Tasks: Support clients with tailored financial solutions and collaborate with senior stakeholders.
- Company: Join a global investment firm focused on client success and career growth.
- Benefits: Flexible working options, inclusive culture, and opportunities for professional development.
- Other info: Work in a collaborative environment with a focus on personal connection.
- Why this job: Make a real impact in a dynamic team while enhancing your financial services skills.
- Qualifications: Experience in financial services and strong analytical skills required.
The predicted salary is between 30000 - 40000 £ 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
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.
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.
Pyrford Client Liaison Analyst - 6 month FTC in London employer: Ameriprise
Columbia Threadneedle Investments is an exceptional employer that prioritises employee growth and collaboration, offering a dynamic work environment in Pyrford. With a strong commitment to inclusivity and a culture that values face-to-face interaction, employees benefit from diverse career opportunities and a supportive atmosphere that encourages personal and professional development. The company's focus on client-centric solutions and its robust financial foundation make it an attractive place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Pyrford Client Liaison Analyst - 6 month FTC in London
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
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Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Ameriprise.
✨Connect with Alumni from Your Uni
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We think you need these skills to ace Pyrford Client Liaison Analyst - 6 month FTC in London
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Ameriprise will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Ameriprise. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Ameriprise confidence in your short-term commitment to the role.
How to prepare for a job interview at Ameriprise
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Ameriprise.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Ameriprise that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
