Client Liaison Analyst – 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
Client Liaison Analyst – 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.
Job Details
Full-time
Fixed Term (Fixed Term)
Unclassifieds
Equal Opportunity Employer
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.
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.
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