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For Companies At a Glance
- Tasks: Engage with clients, conduct analyses, and support senior stakeholders in a dynamic financial environment.
- Company: Join Columbia Threadneedle Investments, a global leader in asset management with diverse expertise.
- Benefits: Enjoy flexible working options, career growth opportunities, and a supportive, inclusive workplace culture.
- Why this job: Be part of a high-impact team that values creativity and collaboration while making a difference for clients.
- Qualifications: Experience in financial services, strong analytical skills, and proficiency in Excel and data management required.
- Other info: This role offers a chance to challenge the status quo and enhance client service quality.
The predicted salary is between 43200 - 72000 £ per year.
This position as Client Liaison Analyst role is part of a newly appointed team at Pyrford International. This role 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..
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Cover for Customer Analytics Lead
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Ad-hoc analysis: Capital preservation event table production, BBG buyback yield analysis –
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Solvency II reporting (not supported by CTI) , RG97
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Client contributions and withdrawals co-ordination
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Product Reviews of data on platforms, required on a timely basis with specific Pyrford knowledge –
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Bespoke Valuations
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Quarterly Distribution
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External Ad Hoc Reporting
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Client Custodian FX Reporting (assuming majority of clients move to passive fx management)
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Mandate or client specific commentary
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Periodic Standard RI reporting eg TCFD report and SFDR annual disclosures
To be successful in this role you will have..
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Experience within financial services and operations in a financial institution (preferably at an asset manager).
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Good understanding around general trade lifecycle management, corporate actions, failed trade resolution to opine with stakeholders, vendors and clients.
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Demonstrated aptitude to work as a sole contributor and within a team environment.
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Good understanding of the EU/UK regulatory environment.
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Experience in roles requiring data management/analysis/process management and implementation.
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Intermediate to advanced knowledge of EXCEL, MS Access, PowerPoint, MS Word.
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Confident, mature approach to problem solving.
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Thorough analytical skills, capable of unstructured, adaptive and creative thinking
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Strong interpersonal and communication skills.
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Ability to work in an unstructured and complex environment.
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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.
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Ability to challenge the status quo and further improve the quality of the end result
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
Business Support & Operations #J-18808-Ljbffr
Client Liaison Analyst employer: Threadneedle group
Contact Detail:
Threadneedle group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Liaison Analyst
✨Tip Number 1
Familiarise yourself with the specific financial services and operations terminology used in asset management. This will not only help you understand the role better but also demonstrate your knowledge during interviews.
✨Tip Number 2
Network with professionals already working in client liaison or analytics roles within financial institutions. Engaging with them can provide insights into the day-to-day responsibilities and expectations, which can be invaluable during your application process.
✨Tip Number 3
Brush up on your Excel and data analysis skills, as these are crucial for the role. Consider taking online courses or tutorials to enhance your proficiency, which will make you stand out as a candidate.
✨Tip Number 4
Prepare to discuss how you've navigated complex environments in previous roles. Think of specific examples where you've successfully collaborated with different teams or stakeholders, as this will showcase your interpersonal skills and adaptability.
We think you need these skills to ace Client Liaison Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services and operations, particularly in asset management. Emphasise your analytical skills and familiarity with the trade lifecycle management.
Craft a Compelling Cover Letter: In your cover letter, express your understanding of the role's requirements and how your background aligns with them. Mention your ability to work both independently and as part of a team, as well as your confidence in navigating complex environments.
Showcase Technical Skills: Highlight your intermediate to advanced knowledge of Excel, MS Access, PowerPoint, and Word. Provide examples of how you've used these tools in previous roles to manage data or conduct analysis.
Demonstrate Interpersonal Skills: Since this role involves interaction with senior stakeholders, illustrate your strong communication skills in your application. Share examples of how you've successfully collaborated with different teams or resolved issues in past positions.
How to prepare for a job interview at Threadneedle group
✨Understand the Role and Responsibilities
Make sure you thoroughly understand the specific duties of a Client Liaison Analyst. Familiarise yourself with tasks like ad-hoc analysis, client contributions coordination, and bespoke valuations. This will help you demonstrate your knowledge during the interview.
✨Showcase Your Analytical Skills
Prepare to discuss your experience with data management and analysis. Be ready to provide examples of how you've used tools like Excel or MS Access in previous roles, especially in financial services. Highlight any specific projects where your analytical skills made a significant impact.
✨Demonstrate Interpersonal Skills
Since this role involves working closely with senior stakeholders, it's crucial to showcase your communication and interpersonal skills. Prepare examples of how you've successfully navigated complex environments and built relationships with clients or colleagues.
✨Familiarise Yourself with Regulatory Knowledge
Brush up on your understanding of the EU/UK regulatory environment, particularly as it relates to asset management. Being able to discuss relevant regulations and how they impact the role will show that you're well-prepared and knowledgeable about the industry.
