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- Tasks: Support the Consultant Relations team in servicing UK-based consultants and managing queries.
- Company: Columbia Threadneedle Investments is a global asset management firm with diverse expertise and a commitment to inclusivity.
- Benefits: Enjoy flexible working options and a supportive work-life balance in a collaborative environment.
- Why this job: Join a well-established team, enhance your skills, and build valuable relationships in the investment industry.
- Qualifications: A strong understanding of asset management and excellent interpersonal skills are essential for success.
- Other info: This is a full-time, entry-level position with opportunities for growth and career development.
The predicted salary is between 28800 - 43200 £ per year.
Join to apply for the Consultant Relations Associate role at Columbia Threadneedle Investments
Join to apply for the Consultant Relations Associate role at Columbia Threadneedle Investments
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An exciting opportunity has arisen our Consultant Relations team. The team is a well-established Global team with a broad array of products utilised by investment consultants. In this junior level role, you will support the existing team in servicing UK-based consultants, with the aim of retaining buy ratings and achieving new buy ratings from investment consultants.
You will support an established and well known consultant relations team to continue to enhance Columbia Threadneedle\’s brand and reputation with investment consultants.
You will assist the team in maintaining and servicing existing ratings on the firm\’s investment capabilities ensuring timely responses to queries, coordinating DDQs, data requests and ongoing requests from research and client consultants. Ensuring prompt general consultant query management by providing consultants with information on the products they rate/have clients invested in.
You will co-ordinate and collaborate with colleagues on the investment floor, client service, RFP, performance measurement and client reporting in order to provide deliverables to consultants in a timely manner.
You will foster close relationships with the consultants you liaise with and internal teams. Build internal networks with key business areas and also relationships with junior consultants.
Assist the Consultant Relations Directors with consultant meeting preparation and have the opportunity to participate in consultant research and product update meetings with the Investment Team and Consultant Relations colleagues.
Ensure all activities are saved in the CRM system and all lists are up-to-date for marketing purposes. Proactively identify needs and propose recommendations.
Assist the Head of Consultant Relations, EMEA with the production of management information, for example. number of ratings, consultant opportunities, team activities etc.
To be successful in this role you will have….
A comprehensive understanding of the role of asset managers and the functions within an asset management company.
The ability to independently organise and execute on competing priorities.
Be a team player with strong interpersonal skills and resourcefulness.
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 2,500 people working together. Our expertise is diverse with more than 650 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.
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 providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.
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.
Full-Time/Part-Time
Full time
Worker Sub Type
Permanent
Job Family Group
Sales
Seniority level
-
Seniority level
Entry level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Consulting, Information Technology, and Sales
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Consultant Relations Associate employer: Columbia Threadneedle Management Limited
Contact Detail:
Columbia Threadneedle Management Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Consultant Relations Associate
✨Tip Number 1
Familiarise yourself with the asset management industry, particularly the role of investment consultants. Understanding their needs and how they evaluate asset managers will give you an edge in conversations and help you build rapport.
✨Tip Number 2
Network with professionals in the field, especially those who work in consultant relations or asset management. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture at Columbia Threadneedle Investments.
✨Tip Number 3
Demonstrate your organisational skills by preparing for potential interview scenarios where you might need to manage competing priorities. Think of examples from your past experiences that showcase your ability to handle multiple tasks effectively.
✨Tip Number 4
Showcase your interpersonal skills during any interactions with the recruitment team. Being personable and approachable can make a significant difference, as this role requires building relationships with both consultants and internal teams.
We think you need these skills to ace Consultant Relations Associate
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Consultant Relations Associate. Familiarise yourself with the key tasks mentioned in the job description, such as servicing UK-based consultants and managing queries.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the role. Emphasise your understanding of asset management and any previous experience in client relations or consulting.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific aspects of Columbia Threadneedle Investments that attract you, and explain how your skills can contribute to their consultant relations team.
Highlight Interpersonal Skills: Since the role requires strong interpersonal skills, provide examples in your application that demonstrate your ability to build relationships and work collaboratively within a team.
How to prepare for a job interview at Columbia Threadneedle Management Limited
✨Understand the Role
Make sure you have a solid grasp of what a Consultant Relations Associate does. Familiarise yourself with the responsibilities outlined in the job description, such as servicing UK-based consultants and managing queries. This will help you demonstrate your understanding during the interview.
✨Showcase Your Interpersonal Skills
Since this role requires strong interpersonal skills, be prepared to discuss examples from your past experiences where you've successfully built relationships or collaborated with others. Highlight your ability to work as part of a team and how you can contribute to fostering close relationships with consultants.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities and how you handle competing priorities. Think of specific situations where you had to manage multiple tasks and how you prioritised them effectively. This will showcase your organisational skills.
✨Research Columbia Threadneedle Investments
Do your homework on Columbia Threadneedle Investments. Understand their products, values, and market position. Being knowledgeable about the company will not only impress your interviewers but also help you tailor your answers to align with their goals and culture.