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EMEA Investor Reporting Ops Manager

Columbia Threadneedle Investments
London, United Kingdom
Closing date
Feb 21, 2023

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
About Columbia Threadneedle Investments

What working at Columbia Threadneedle offers....

Working at Columbia Threadneedle Investments you'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority.

Here, 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 2,000 people working together. Our expertise is diverse with more than 450 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.

Job Purpose Statement

Where you'll fit in & what our team goals are...

Accountable for client reporting functions including establishing and maintaining institutional client reports on reporting tools, providing support to portfolio managers and client service personnel and production of the institutional client reports across multiple operations and business units. In this role, the manager is responsible for planning, organizing and guiding the team in the day-to-day operations functions, improvement of the processes and procedures, and measuring department performance, both qualitatively and quantitatively.

Role Responsibilities

How you'll spend your time...

• Daily management of business functions, processes and associated staff. Ensuring tasks and resources are assigned, monitoring progress to ensure goals are on track, proactively identifying and minimizing issues/risks, and providing management and status reporting, i.e. internal quality controls, delivery time frames and service levels.
• Set team goals, manage performance, hire and train staff, coach staff and people development activities.
• Maintain relationships with external (e.g. System Vendors) and internal partners (e.g. accounting, administration, performance, investments, relationship managers) to achieve goals. Understand internal and external client goals, needs and expectations. Provide effective and timely communication.
• Monitor, track and report on performance again service level goals and benchmarks. Perform trend analysis, identify, recommend and implement process improvements designed to meet client expectations and corporate goals.
• Ensure policies and procedures are current and provide oversight of policies and procedures to meet compliance requirements.
• Provide subject matter expertise an execution support to business-driven initiatives, internal partners, leadership or projects related to operations as necessary.

Key Capabilities

To be successful in this role you will have...

• Bachelor's degree or extensive, equivalent work experience preferably in Accounting, Reporting and Finance and or related field
• Solid experience in the financial services industry, preferably in asset management and/or wealth management
• Knowledge of security attributes crossing several asset types and accounting concepts.
• Proven people leadership with prior experience managing a team.
• Proven ability to manage multiple priorities and time sensitive deadlines. Must be highly responsive and proactive in a fast-paced changing environment.
• Strong leadership competencies and execution skills by way of cross-collaboration and workflow facilitation with multiple internal business partners.
• Strong analytical and critical thinking skills with the ability to interpret data, reach conclusions, and take action.
• In-depth knowledge of business operations and ability to conduct process improvement efforts;
• Strong relationship and communication skills in working with colleagues and ability to present and influence on recommendations.
• Demonstrated intermediate to advance proficiency in Word, MS Excel and PowerPoint.

Desired Capabilities

If you also had this, it would be great...

• Experience with institutional reporting
• Experience with Vermilion Reporting Suite
• Experience with Aladdin
• Ability to effectively partner and influence both internal and external partners required.
• Strong ability to work across multiple levels of leadership. Comfortable working in a flexible, fast-paced environment.
• Strong communication and writing skills with ability to translate business requirements into data extractions and/or analysis.
• Ability to think strategically while maintaining a focus on a tactical level.

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