At a Glance
- Tasks: Support clients with tailored financial insights and analysis in a dynamic team environment.
- Company: Join Columbia Threadneedle Investments, a global leader in asset management.
- Benefits: Enjoy a competitive salary, flexible working options, and career growth opportunities.
- Other info: Collaborative office culture with a focus on personal connection and teamwork.
- Why this job: Make a real impact by providing high-touch service to boutique clients.
- 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. 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… 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.
Full-Time/Part-Time
Full time
Worker Sub Type
Fixed Term (Fixed Term)
Job Family Group
Unclassifieds
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 employer: Columbia Threadneedle Investments
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.
Contact Details:
Columbia Threadneedle Investments Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Pyrford Client Liaison Analyst - 6 month FTC
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Columbia Threadneedle Investments on LinkedIn. A friendly chat can give you insider info and might even lead to a referral.
✨Tip Number 2
Prepare for the interview by understanding their client-centric approach. Brush up on your knowledge of financial services and be ready to discuss how you can contribute to their goals.
✨Tip Number 3
Show off your analytical skills! Be prepared to discuss specific examples of how you've tackled complex problems in previous roles, especially in data management or financial operations.
✨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.
We think you need these skills to ace Pyrford Client Liaison Analyst - 6 month FTC
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Liaison Analyst role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background aligns with our goals at Columbia Threadneedle Investments. Let us know what makes you the perfect fit!
Showcase Your Analytical Skills:Since this role involves a lot of data management and analysis, be sure to highlight your analytical skills in your application. Share examples of how you've tackled complex problems or improved processes in previous roles.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of it. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Columbia Threadneedle Investments
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial services industry, especially around trade lifecycle management and corporate actions. Familiarise yourself with the specific requirements of the Client Liaison Analyst role, as well as Columbia Threadneedle's approach to client service.
✨Showcase Your Analytical Skills
Prepare to discuss your experience with data management and analysis. Bring examples of how you've tackled complex problems in the past, particularly in unstructured environments. This will demonstrate your ability to think creatively and adaptively.
✨Communicate Confidently
Since this role involves interaction with senior stakeholders, practice articulating your thoughts clearly and confidently. Be ready to explain how you can contribute to the team’s goals and enhance client relationships through effective communication.
✨Emphasise Team Collaboration
Highlight your experience working both independently and as part of a team. Discuss how you’ve successfully collaborated with others in previous roles, especially in high-pressure situations, to show that you can thrive in a client-centric environment.
