At a Glance
- Tasks: Support client relationships and conduct insightful financial analyses.
- Company: Join a leading asset management firm focused on collaboration and client success.
- Benefits: Gain valuable experience in finance with a competitive salary and flexible work options.
- Other info: Enjoy a vibrant office culture with opportunities for personal and professional growth.
- Why this job: Make a real impact in a dynamic environment while developing your analytical skills.
- Qualifications: Experience in financial services and strong data management skills are essential.
The predicted salary is between 40000 - 50000 £ per year.
Responsibilities:
- 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 coordination
- 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
Qualifications:
- 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
Working Environment:
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.
Accessibility:
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 in London employer: Threadneedle group
Columbia Threadneedle Investments is an exceptional employer that prioritises a client-centric and collaborative work culture, fostering strong relationships among employees and stakeholders. With a commitment to inclusivity and personal growth, employees benefit from flexible working arrangements and opportunities for professional development in a dynamic financial services environment. Located in Pyrford, the company offers a unique chance to engage in meaningful work while contributing to impactful financial solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Pyrford Client Liaison Analyst - 6 month FTC in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know Pyrford or Columbia Threadneedle Investments. A friendly chat can lead to insider info and maybe even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of the EU/UK regulatory environment and the trade lifecycle. We want you to show off your analytical skills and confidence in problem-solving during those face-to-face chats.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining our client-centric team at Pyrford.
We think you need these skills to ace Pyrford Client Liaison Analyst - 6 month FTC in London
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, especially around data management and analysis. We want to see how your background aligns with what we're looking for!
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 skills can contribute to our team. Be sure to mention your understanding of the EU/UK regulatory environment and your problem-solving approach.
Show Off Your Analytical Skills:Since this role involves a lot of analysis, make sure to showcase your analytical skills in your application. Whether it's through specific examples or projects you've worked on, we want to see how you tackle complex problems and deliver results.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Threadneedle group
✨Know Your Numbers
Brush up on your financial knowledge, especially around trade lifecycle management and corporate actions. Be ready to discuss specific examples from your experience that demonstrate your analytical skills and understanding of the financial services landscape.
✨Showcase Your Software Skills
Make sure you're comfortable with Excel, MS Access, PowerPoint, and Word. Prepare to discuss how you've used these tools in past roles, particularly for data management and analysis. Maybe even bring a few examples of reports or analyses you've created!
✨Be Client-Centric
Since this role is all about client liaison, think of ways you've successfully managed client relationships in the past. Prepare anecdotes that highlight your strong interpersonal skills and your ability to communicate effectively with various stakeholders.
✨Embrace the Culture
Understand the importance of collaboration in their working environment. Be ready to discuss how you thrive in team settings and how you can contribute to a culture of face-to-face interaction and idea sharing. Show them you're not just a lone wolf but a team player!
