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 a competitive salary, flexible working options, and a supportive culture.
- Other info: Work in a dynamic office setting with opportunities for personal and professional development.
- Why this job: Make an impact in finance while developing your skills in a collaborative environment.
- Qualifications: Strong Excel skills and experience in Management Information reporting required.
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. 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 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.
Responsibilities
- MI reporting and flow analysis of fund activity, ensuring Third‑Party data is integrated where available.
- Provide AUM and flow statistics for RFPs.
- Provide MI on rebates and revenues.
- Allocate client business to ensure holdings are correct in the Data Cube.
- Maintain and update the Data Cube for Rebates & MI.
- Set up and calculate State Street‑administered funds rebate payments and accruals.
- Set up, check, and sign off internal and TPA rebate payments and renewal commission and accruals.
- Set up and check legal rebate agreements between clients.
- Answer ad‑hoc client queries.
- Maintain good relationships with clients, administrators, and all areas of Columbia Threadneedle.
Qualifications
- 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 detail.
- Numerate.
- Ability to work to tight deadlines.
- Self‑starter.
Preferred Skills
- 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.
Employment Details
Full time Permanent Job Family Group Investment Management
Flexible Working and Inclusive Culture
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.
EEO Statement
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: Columbia Threadneedle Investments
Columbia Threadneedle Investments is an exceptional employer that prioritises your growth and career development within a collaborative and inclusive environment. With a strong focus on client relationships and a diverse team of investment professionals, you will have the opportunity to engage in meaningful work while enjoying a flexible working culture that promotes work-life balance. Our commitment to fostering a supportive workplace ensures that you can thrive both personally and professionally in our dynamic London office.
Contact Detail:
Columbia Threadneedle Investments Recruiting Team
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 Investments on LinkedIn. A friendly message can go a long way in getting insider info and maybe even a referral.
✨Tip Number 2
Prepare for the interview by brushing up on your Excel skills. Since this role requires excellent Excel abilities, 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 maintained good relationships with clients or colleagues in the past. They want to see that you can connect with people across the business.
✨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 serious about joining the team at Columbia Threadneedle Investments.
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 experience with MI reporting and Excel skills, as these are key for us. We want to see how your background aligns with what we do!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're excited about this role at Columbia Threadneedle Investments. Share specific examples of your past work that relate to the responsibilities listed in the job description.
Show Off Your Attention to Detail:In this role, attention to detail is crucial. When you submit your application, double-check for any typos or errors. A polished application shows us you care about accuracy, which is vital for the tasks you'll be handling.
Apply Through Our Website:We encourage you to apply through our website for the best chance of being noticed. It’s straightforward and ensures your application goes directly to us. Plus, you’ll find all the info you need about the role right there!
How to prepare for a job interview at Columbia Threadneedle Investments
✨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, as this will likely come up during the interview.
✨Know Your Management Information
Familiarise yourself with the types of Management Information (MI) reports relevant to the role. Be prepared to discuss how you would approach MI reporting and flow analysis, and think of examples from your past experience where you've successfully managed similar tasks.
✨Communicate Clearly
This position involves liaising with clients and various business areas, so strong communication skills are a must. Practise articulating your thoughts clearly and concisely, and be ready to demonstrate how you've maintained good relationships in previous roles.
✨Show Your Attention to Detail
Attention to detail is crucial for this role, especially when calculating rebates and managing data. Prepare to discuss specific instances where your attention to detail made a difference in your work, and consider bringing examples of your work that highlight this skill.
