CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Columbia Threadneedle Investments is a leading global asset manager that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2000 people including over 450 investment professionals based in North America, Europe and Asia, we manage over £400 billion of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives. Our priority is the investment success of our clients. We know investors want strong and repeatable risk-adjusted returns and we aim to deliver this through an active and consistent investment approach that is team-based, risk-aware and performance-driven.
The Client Services team is responsible for the successful on-boarding and continued service delivery to Institutional clients globally, invested via segregated accounts and pooled funds. This team is a core function of the business linking key communication and processes between sales areas with fund management, risk, legal and compliance, reporting and operational departments.
Working in conjunction with other team members, the Client Services Manager is responsible for providing full support to the Head of EMEA Institutional Client Services to ensure the team delivers excellent service to our clients. The role will involve supporting a number of client relationships and will involve direct client responsibilities from the outset, managing the successful delivery of service to complex clients, ensuring that excellent relationships are maintained with all business areas at all times and that change requests for existing and new clients are implemented to the most efficient and highest standards.
Client Service Delivering excellent service to existing clients in line with the client's IMA and Columbia Threadneedle standards including:
Working with Sales / Relationship and Consultant teams to manage and exceed client expectations, providing the first point of contact for resolution of client/consultant queries, requests and instructions
Proactive client communication to discuss service standards and future requirements, building professional and trusted relationships with clients
Coordinating enhancements and changes to IMA
Maintaining excellent working relationships with all key stakeholders within the business
Overseeing of compliance monitoring and breach reporting to clients
Reviewing service standards with service providers in line with client requirements
Coordinating and managing client relationship due diligence sessions
Ensuring client reporting and deliverables requirements are met including:
Quality control and coordination of enhancements and changes to reports
Client Take on Working closely with the Client On-Boarding team, ensuring successful and controlled project management of new business.
Direct Institutional Client relationship experience
Good investment management experience including solid understanding of fund management, financial instruments, administration processes, performance analysis and reporting
Must be a structured individual with strong workflow management and project management skills
Strong ability to work with others both in the team and across the business to achieve effective solutions and decisions.
Excellent listening skills and assertive, empathetic approach to dealing with stakeholders within the business.
Good self-organisational and time management skills; ability to work under pressure to short deadlines
Drive and enthusiasm demonstrated through strive to achieve a first-class service management function.
Ability to make clear decisions and exercise sound judgement; demonstrable problem solving, specifically around data and process
Excellent facilitation and meeting management skills, being able to discuss complex/technical concepts
Openly shares information and own expertise with others
Excellent numerical and written skills are essential