About Columbia Threadneedle InvestmentsWorking 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 DescriptionYou will support and enhance the Business Development and Investor Relations (‘BD & IR’) function within the Private Equity (‘PE’) business. Acting as a key link between investment teams, distribution and clients. You will contribute to fundraising, product positioning, investor communication and client engagement for all PE products as well as operational matters pertaining to the PE business.You will work closely with the Director responsible for BD & IR, and you will develop deep product expertise to ensure consistent, high-quality communication of investment strategies. This is an excellent opportunity to get involved in all areas of BD, IR and fundraising across the PE business supporting its continued growth.How you'll spend your time...Business Development & Fundraising:Support global fundraising initiatives across private equity products and programmesAssist with pipeline management, investor targeting and coordination with Distribution teamsEngage with and oversee placing agentsContribute to new product development and launchesInvestor Relations & Client Coverage:Support and attend client meetings, presentations and due diligence sessionsBuild relationships with existing and prospective investors and consultantsPrepare and respond to ad hoc investor queries, Due Diligence Questionnaires and ongoing reporting requestsMaintain and manage data rooms and investor communicationsProduct Positioning & Marketing Materials:Assist in developing and maintaining product positioning and messagingPrepare and update marketing materials including presentations, executive summaries, teasers, covering email templates, private placement memoranda, Request For Proposal/information responses, press releases, website.Ensure consistency and quality across all communicationsOperational & Client Relationship Management:Plan, coordinate and attend individual meetings and broader roadshows / marketing tripsMaintain Client Relationship Management systems (e.g. Salesforce) and other marketing tracking toolsMaintain and update Funds Under Management dataRegularly update consultant and industry databasesReview and update policy, procedure and guideline documents annuallyCross-Functional Collaboration:Partner with Investment, Distribution, Legal, Compliance, Risk, Tax, Finance, Company Secretarial, Responsible Investment, Operational and Product colleaguesSupport regulatory and operational processes (e.g. Anti-Money Laundering/Know Your Customer/Customer Due Diligence/Ongoing Due Diligence, Business Continuity Plan, Vendor Risk Assessment(s), Records Information Management, Business-T(s), Risk & Control Self-Assessment, Conflicts of Interest,
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Columbia Threadneedle Investments Recruitment Team
