Consultant Relations Associate
6 months ago
Joining a well-established Global and EMEA Consultant Relations Team with a broad array of products utilised by investment consultants, you will be supporting the existing team in servicing UK-based consultants with the aim of retaining buy ratings and achieving new buy ratings from investment consultants.
**Responsibilities**
How you’ll spend your time:
- Support an established and well-known consultant relations team to continue to enhance Columbia Threadneedle's brand and reputation with investment consultants.
- Assist the team in maintaining and servicing existing ratings on the firm's investment capabilities ensuring timely responses to queries, coordinating DDQs, data requests and ongoing requests from research and client consultants. Ensure prompt general consultant query management by providing consultants with information on the products they rate/have clients invested in.
- Co-ordinate and collaborate with colleagues on the investment floor, client service, RFP, performance measurement and client reporting to provide deliverables to consultants in a timely manner. Foster close relationships with the consultants you liase with and internal teams. Build internal networks with key business areas and relationships with junior consultants.
- Assist the Consultant Relations Directors with consultant meeting preparation and can participate in consultant research and product update meetings with the Investment Team and Consultant Relations colleagues.
- Ensure all activities are saved in the CRM system and all lists are up to date for marketing purposes.
- Proactively identify needs and propose recommendations.
- Assist the Head of Consultant Relations, EMEA with the production of management information eg. number of ratings, consultant opportunities, team activities etc.
**Required Qualifications** To be successful in this role you will have**:
- Undergraduate degree or equivalent combination of training and experience.
- A good understanding of how an Asset Manager operates and some experience working in the industry.
- Ability to independently organise and execute on competing priorities
- Team player with strong interpersonal skills and resourcefulness
- Hold the IMC or have an interest in studying for the IMC
**About Our Company**
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 2,500 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.
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