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..

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 co-ordination

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 RI reporting eg TCFD report and SFDR annual disclosures

To be successful in this role you will have..

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

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