Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support design and management of multi-asset solutions for clients.
- Company: Columbia Threadneedle Investments offers diverse investment strategies with a global team of 2,500 professionals.
- Benefits: Enjoy flexible working options and a commitment to work-life balance.
- Other info: Experience with Aladdin and Bloomberg is a plus; we value diversity and inclusivity.
- Why this job: Join a dynamic team, learn about financial markets, and make a real impact on client solutions.
- Qualifications: Strong communication skills, data analysis abilities, and a keen interest in investment strategies required.
The predicted salary is between 36000 - 60000 £ per year.
Supporting the design, management and communication of multi-asset solutions across both public and private markets.
The team run a broad range of portfolios for institutional and retail clients. We are also responsible for understanding client challenges and designing compelling solutions for them that can be implemented efficiently to meet their unique circumstances.
The team has a broad investment remit that includes both strategic portfolio design, investing in internally and externally managed active and passive strategies, and the tactical implementation of shorter-term ideas. Consequently, we seek someone to support our team of experienced portfolio managers that will cover a range of different projects across various assets classes.
The person who will be successful in this role will be someone who thrives in a fast-paced environment, takes initiative, is a continuous learner, and is able to prioritize tasks for themselves and others.
Primary tasks
- Liaising with distribution to be the first port of call for more technical client enquiries
- Manage and update client regular reporting output (monthly, quarterly, annual), including product presentations, performance and positioning updates – working in partnership with presentation, client relationship and compliance teams.
- Create adhoc presentations and other material for existing and prospective clients using internal sources for information – Performance, Exposure, Macro outlook and valuations.
- Interact with clients in face-to-face or on-line meetings, explaining current team views, fund performance and positioning.
- Developing and creating enhancements to client reporting. Synthesizing numerous inputs into clear, concise materials that enable clients to understand how we are managing their money.
- Input into the investment process via fundamental research and expressing views.
Additional responsibilities
- Assist portfolio managers with data analysis to support decision making.
- Input into the design of new solutions, combining sales requirements and internal capabilities
- Review specialist portfolio managers across equities, credit and alternatives that are underlying components of our multi-asset strategies.
To be successful in this role you will have
- Strong verbal and written presentation skills.
- Keen to build relationships both internally and externally.
- Data analysis and quantitative skills required to collate and manipulate data to form clear insights.
- Ability to work on a broad range of tasks often with tight deadlines.
- Be able to adapt and manage time effectively should markets or client requirements require this.
- Interest in learning more about financial markets, investment strategies and the asset management business.
- Aptitude with Microsoft Office and an ability to quickly learn specialized investment systems.
- Attention to detail, accuracy, and timeliness, and a cooperative can-do attitude.
It would be great if you also had
- Experience using Aladdin, in particular Explore.
- Knowledge of Bloomberg functionality including Excel API.
- Experience working with Microsoft Power BI.
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
Investment Management #J-18808-Ljbffr
Associate Product Specialist employer: Threadneedle group
Contact Detail:
Threadneedle group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Product Specialist
✨Tip Number 1
Familiarise yourself with the latest trends in multi-asset solutions and investment strategies. This knowledge will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the investment management field, especially those who work with multi-asset portfolios. Attend industry events or webinars to build connections that could provide insights or referrals for your application.
✨Tip Number 3
Brush up on your data analysis skills, particularly with tools like Microsoft Excel and Power BI. Being able to demonstrate your ability to manipulate and analyse data will set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your understanding of client needs and how you can contribute to designing tailored solutions. Think of examples where you've successfully addressed client challenges in the past, as this will showcase your problem-solving abilities.
We think you need these skills to ace Associate Product Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Associate Product Specialist role. Focus on your data analysis, presentation skills, and any experience in financial markets or asset management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific projects or experiences that demonstrate your ability to thrive in a fast-paced environment and your interest in investment strategies.
Showcase Technical Skills: If you have experience with tools like Aladdin, Bloomberg, or Microsoft Power BI, be sure to mention these in your application. Highlight how these skills can contribute to the team’s success in managing multi-asset solutions.
Prepare for Interviews: If selected for an interview, prepare to discuss your understanding of client challenges and how you would design solutions. Be ready to explain your approach to data analysis and how you can support portfolio managers effectively.
How to prepare for a job interview at Threadneedle group
✨Understand the Role
Make sure you have a solid grasp of what an Associate Product Specialist does. Familiarise yourself with multi-asset solutions and how they apply to both public and private markets. This will help you articulate your understanding during the interview.
✨Showcase Your Analytical Skills
Be prepared to discuss your data analysis and quantitative skills. Think of examples where you've successfully manipulated data to derive insights, as this is crucial for supporting portfolio managers in decision-making.
✨Demonstrate Communication Skills
Since the role involves liaising with clients and creating presentations, practice explaining complex concepts in simple terms. Highlight any experience you have in client-facing roles or creating reports and presentations.
✨Express Your Interest in Financial Markets
Convey your enthusiasm for learning about financial markets and investment strategies. Research current trends and be ready to discuss them, showing that you're proactive and genuinely interested in the field.