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: Flexible work options, competitive salary, and a supportive team environment.
- Other info: Dynamic workplace with opportunities for personal and professional growth.
- Why this job: Make a real impact in finance while developing your analytical and communication skills.
- Qualifications: Experience in financial services and strong data analysis skills required.
The predicted salary is between 30000 - 40000 £ 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 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 personal growth and development, employees benefit from a supportive environment that encourages face-to-face collaboration while offering flexibility in work arrangements. Located in a vibrant area, this role provides opportunities for meaningful contributions within the financial services sector, making it an ideal place for those seeking a rewarding career.
StudySmarter Expert Advice🤫
We think this is how you could land Pyrford Client Liaison Analyst - 6 month FTC
✨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. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for the interview by diving deep into the company’s values and recent projects. Show us you’re not just another candidate; demonstrate how your skills align with our client-centric approach and how you can contribute to our team.
✨Tip Number 3
Practice your problem-solving skills! We love candidates who can think on their feet. Try mock interviews with friends or use online resources to tackle common industry scenarios that might come up during your chat with us.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression. It shows us you’re genuinely interested in the role and appreciate the opportunity to connect.
We think you need these skills to ace Pyrford Client Liaison Analyst - 6 month FTC
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Client Liaison Analyst role. Highlight your financial services experience and any relevant data management skills to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for us at Pyrford. Mention specific experiences that relate to the responsibilities listed in the job description.
Showcase Your Analytical Skills:Since this role involves a lot of analysis, be sure to include examples of how you've used your analytical skills in past roles. We love seeing how you tackle complex problems!
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’s super easy!
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 past experience that demonstrate your analytical skills and understanding of the financial services landscape.
✨Excel is Your Best Friend
Since the role requires intermediate to advanced knowledge of Excel, make sure you’re comfortable with functions, pivot tables, and data analysis tools. Consider preparing a few examples of how you've used Excel in previous roles to solve problems or streamline processes.
✨Showcase Your Communication Skills
This position involves liaising with clients and stakeholders, so practice articulating your thoughts clearly and confidently. Think about how you can convey complex information simply and effectively, as well as how you’ve successfully navigated different levels of seniority in past roles.
✨Embrace the Culture
Familiarise yourself with the company’s client-centric approach and collaborative culture. Be prepared to discuss how you thrive in team environments and how you can contribute to fostering relationships within the organisation. Highlight any experiences where you’ve successfully collaborated with others to achieve results.
