9 дней назад
Associate Client Manager (LDI)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate Client Manager (LDI) (Institutional Asset Management): Supporting UK and Irish pension scheme clients invested in Liability Driven Investment solutions with an accent on client servicing, transaction coordination, and regulatory accuracy. Focus on managing cash and collateral events, coordinating mandate changes and onboarding, maintaining audit trails, and improving servicing processes through Salesforce and automation.
Location: London, United Kingdom. Hybrid schedule with at least four days per week in the office and up to one day working from home.
Company
Columbia Threadneedle Investments is an investment management business within the Ameriprise Financial group, serving institutional and other clients across global asset classes and markets.
What you will do
- Support a portfolio of UK and Irish institutional pension scheme clients invested in Liability Driven Investment solutions.
- Respond to client queries and participate in client, trustee, and service review meetings.
- Coordinate cash transfers, LDI transactions, fund switches, rebalancing, collateral activities, mandate changes, and account updates.
- Work with Portfolio Management, Trading, Operations, Legal, Client Change, and other teams to execute client instructions accurately.
- Support onboarding, agreement amendments, reporting cycles, regulatory communications, and service issue resolution.
- Provide Client Manager cover and contribute to process improvement, automation, documentation, and business continuity initiatives.
Requirements
- Experience in institutional asset management, pensions, investment operations, or client servicing.
- Strong organisation, prioritisation, communication, collaboration, and attention-to-detail skills.
- Strong Microsoft Office skills, particularly Excel, PowerPoint, and Outlook.
- Ability to manage multiple deadlines and maintain accurate records and audit trails.
- Ability to work in the London office at least four days per week.
Nice to have
- Knowledge of LDI strategies and pension schemes.
- Experience drafting client instructions and coordinating investment transactions.
- Understanding of onboarding, KYC/AML, and mandate change processes.
- Experience with consultants, trustees, or institutional pension clients.
- Familiarity with Salesforce and other client management systems.
Culture & Benefits
- Full-time, 12-month fixed-term contract.
- In-person collaboration focused on client service, relationship building, productivity, and knowledge sharing.
- Flexible working arrangements may be discussed during the hiring process.
- Inclusive and accessible recruitment process with reasonable accommodations available.
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