At a Glance
- Tasks: Engage with clients, develop investment strategies, and lead portfolio management for LDI solutions.
- Company: Join a global leader in investment management with a diverse and inclusive culture.
- Benefits: Competitive salary, flexible working options, and opportunities for personal and professional growth.
- Other info: Work in a dynamic environment with a focus on teamwork and client relationships.
- Why this job: Make a real impact in the financial world while collaborating with top professionals.
- Qualifications: Experience in asset management, strong communication skills, and a passion for finance.
The predicted salary is between 80000 - 100000 £ 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 River Source Insurance and Annuities.
Job Description
We are hiring an LDI Client Portfolio Manager on our Fixed Income team based in London.
You will be responsible for the delivery of investment outcomes to UK & European pension and insurance clients and the external representation of the Fixed Income team with specialist focus on LDI clients.
- How you'll spend your time Client Engagement
- Excellent communicator able to explain complex investment concepts to non-experts
- Meeting clients and potential clients to promote our Fixed Income solutions capabilities with particular focus on LDI and related strategies for institutional clients.
- Educating, explaining and working with clients to develop their Fixed Income mandates.
- Develop productive business relationships with consultants, independent trustees, pensions managers etc.
- Supporting new client gathering activity via ownership of pitch messages, materials, RFPs.
- Support the launch of new strategies in EMEA market
- Driving the commercial agenda in terms of branding, PR, sales messages, product USPs, and thought leadership.
- Presenting to members of the pensions industry in seminars, conferences, roundtables and other industry events.
- Promote the business through interaction with the press.
- Represent the business and desk to regulators and industry bodies.
- Working across Europe - understanding the commercial requirements in different jurisdictions including UK, Ireland, Netherlands, Germany and elsewhere.
- Leadership Responsibilities
- Investment ownership of clients' LDI and matching solutions portfolios.
- Support for the management of Client Portfolio Management, EMEA Fixed Income and Matching Solutions.
- Working with fund management colleagues to build solutions and analyse opportunities for clients.
- Analysis of current products/mandates and development of new products.
- Evaluating commercial opportunities with awareness of business risk and profitability.
- Personal development
- Maintain and develop own investment expertise and market knowledge.
- Maintain and develop own knowledge of Columbia Threadneedle Fixed Income strategies
- Maintain and develop own teamwork and leadership skills.
- Attend all compliance and risk training workshops as required.
- Risk management
- Act with integrity always.
Maintain awareness of and manage risks in line with client and regulatory requirements.
Do not engage in behaviours having a negative impact on the proper functioning of the markets.
Escalate concerns that could result in poor customer outcomes and/or a negative impact upon market integrity immediately.
- To be successful in this role you will have
- Extensive experience in a relevant role, such as institutional asset management or investment consulting.
- Experience in LDI in a relevant role
- Actuary, CFA Charterholder, or equivalent professional qualification.
- Excellent communication skills, both orally and in writing. Able to communicate with range of audiences.
- Strong leadership skills, drive and focus on goals
- Experience in UK and Irish defined benefit pensions, including investment strategy and the client and regulatory environment.
- Highly numerate with strong modelling and analytical skills (Excel).
- High attention to detail
- Strong collaborator with an ability to work with all types and levels of people within the organisation.
- Commercially aware.
- Comfortable with taking on responsibility and being accountable for deliverables.
- 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
- Permanent
- Job Family Group
- Investment Management
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.
LDI Client Portfolio Manager, Fixed Income EMEA employer: Threadneedle group
Columbia Threadneedle Investments is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. Employees benefit from a strong commitment to professional development, with ample opportunities for growth and advancement within the investment management sector. The company fosters a culture of inclusivity and teamwork, making it an ideal place for passionate individuals to contribute to impactful investment decisions.
StudySmarter Expert Advice🤫
We think this is how you could land LDI Client Portfolio Manager, Fixed Income EMEA
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Threadneedle group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace LDI Client Portfolio Manager, Fixed Income EMEA
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Threadneedle group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Threadneedle group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Threadneedle group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Threadneedle group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Threadneedle group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Threadneedle group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
