A leading investment firm in Greater London is seeking a full-time Management Information professional. This role involves calculating management fee rebates, providing management information to clients and business areas, and maintaining data integrity in reports. The ideal candidate should excel in Excel, have strong communication skills, and be a self-starter. The position requires a detail-oriented individual who can meet tight deadlines while fostering strong relationships with clients and colleagues. Flexible working arrangements are available.
Apr 18, 2026
Full time
A leading investment firm in Greater London is seeking a full-time Management Information professional. This role involves calculating management fee rebates, providing management information to clients and business areas, and maintaining data integrity in reports. The ideal candidate should excel in Excel, have strong communication skills, and be a self-starter. The position requires a detail-oriented individual who can meet tight deadlines while fostering strong relationships with clients and colleagues. Flexible working arrangements are available.
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 2,300 people working together. Our capability is diverse with more than 550 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. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Job Description Where you'll fit in & what our team goals are In your role you will calculate and pay management fee rebates in a timely and accurate manner. You will also provide Management Information (MI) to all business areas, including clients. You will support the MI and Rebates Manager in daily tasks and liaise with the wider business on issues that may arise. How you'll spend your time MI reporting and flow analysis of fund analysis, ensuring Third Party data is integrated where available. Provide AUM and flow stats for RFPs. Providing MI on rebates and revenues. Allocation of clients' business to ensure holdings are correct in the Data Cube. Maintain and update Data Cube for Rebates & MI. Setup and calculation of State Street-administered funds rebate payments and accruals. Setup, checking and sign-off of internal and TPA rebate payments and renewal commission and accruals. Setting up and checking of legal rebate agreements between clients. Answering ad-hoc client queries. Maintain good relationship with clients, administrators, and all areas of Columbia Threadneedle. To be successful in this role you will have Management Information experience - creating reports and spreadsheets Excellent Excel skills (pivot tables, vlookups, sumifs should be second nature). Excellent communication skills with clients and all areas of business. Understanding of basic accountancy procedures. Attention to details. Numerate. Ability to work to tight deadlines. Self-starter. If you also had this, it would be great Third party administrator and Rebate knowledge. In-Office Collaboration We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process. Full-Time/Part-Time Full time Worker Sub Type Permanent Job Family Group Investment Management 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 fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential. 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. Columbia Threadneedle Investments is an equal opportunity employer. We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to aid your participation in the application or interview process, speak to your recruiter to discuss how we can support you.
Apr 18, 2026
Full time
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 2,300 people working together. Our capability is diverse with more than 550 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. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Job Description Where you'll fit in & what our team goals are In your role you will calculate and pay management fee rebates in a timely and accurate manner. You will also provide Management Information (MI) to all business areas, including clients. You will support the MI and Rebates Manager in daily tasks and liaise with the wider business on issues that may arise. How you'll spend your time MI reporting and flow analysis of fund analysis, ensuring Third Party data is integrated where available. Provide AUM and flow stats for RFPs. Providing MI on rebates and revenues. Allocation of clients' business to ensure holdings are correct in the Data Cube. Maintain and update Data Cube for Rebates & MI. Setup and calculation of State Street-administered funds rebate payments and accruals. Setup, checking and sign-off of internal and TPA rebate payments and renewal commission and accruals. Setting up and checking of legal rebate agreements between clients. Answering ad-hoc client queries. Maintain good relationship with clients, administrators, and all areas of Columbia Threadneedle. To be successful in this role you will have Management Information experience - creating reports and spreadsheets Excellent Excel skills (pivot tables, vlookups, sumifs should be second nature). Excellent communication skills with clients and all areas of business. Understanding of basic accountancy procedures. Attention to details. Numerate. Ability to work to tight deadlines. Self-starter. If you also had this, it would be great Third party administrator and Rebate knowledge. In-Office Collaboration We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process. Full-Time/Part-Time Full time Worker Sub Type Permanent Job Family Group Investment Management 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 fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential. 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. Columbia Threadneedle Investments is an equal opportunity employer. We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to aid your participation in the application or interview process, speak to your recruiter to discuss how we can support you.
A leading investment management firm in Greater London is seeking a 1st Line Risk Senior Manager to oversee risk management for its Distribution business unit. Responsibilities include developing risk strategies, leading governance frameworks, and managing risk events effectively. The ideal candidate will possess strong analytical and communication skills, with a proven ability to influence across leadership levels. This full-time permanent role emphasizes an inclusive culture and offers career growth opportunities.
Apr 14, 2026
Full time
A leading investment management firm in Greater London is seeking a 1st Line Risk Senior Manager to oversee risk management for its Distribution business unit. Responsibilities include developing risk strategies, leading governance frameworks, and managing risk events effectively. The ideal candidate will possess strong analytical and communication skills, with a proven ability to influence across leadership levels. This full-time permanent role emphasizes an inclusive culture and offers career growth opportunities.
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 2,300 people working together. Our capability is diverse with more than 550 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. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Job Description Where you'll fit in & what our team goals are You will be working with experienced risk & insurance professionals in a dynamic, innovative team to provide risk management services to the Columbia Threadneedle Investments Alternatives business, including, but not limited to, Real Estate claims, Risk Management Fund, Risk Surveys and consolidation of all data for effective analysis. Various other responsibilities will provide interaction with all aspects of a large risk transfer/financing program. How you'll spend your time Assist in the management of the UK Real Estate insurance program and various corporate and international insurance programs by compiling comprehensive exposure data from enterprise-wide operations for underwriting submissions on annual insurance policy renewal. Verify accuracy of data submitted by business operations for timely, accurate renewal applications. Handle certificate of insurance requests, property consults (aka CPSEs) and maintain accurate files as required. Oversee Real Estate claims handling (property and liability), including leading quarterly claims meetings and effectively collaborating with brokers/insurers/TPA representatives during the meetings. Control the annual Risk Management Fund allocation to ensure efficient use of all funding including management of the process throughout the year. Managing Risk Survey reports issued by Insurers, including monitoring the implementation of Risk Improvements within their prescribed deadlines and ensuring that Insurers are kept advised of the status. Administration of the Risk Management Information System and 3rd party RMIS programs. Maintain the integrity and accuracy of the data in and between all systems. Develop and maintain certain report generation, dashboard views and queries in the system. Placing of ad hoc insurance policies (Legal Indemnities, Contract Works) where required and handling general insurance and risk management queries from solicitors/tenants/Managing Agents etc. Maintaining presentation and communication materials outlining the team's results, achievements and objectives. This includes but is not limited to renewal presentations, Monthly Unit Reviews and board meetings. To be successful in this role you will have Solid experience of insurance and risk management in the context of a financial services organisation Comprehensive understanding of insurance products and policies Strong analytical and problem-solving skills, with attention to detail Strong project management and organizational skills Ability to effectively manage relationships with internal and external stakeholders Excellent communication and interpersonal skills Accurate financial/analytical reporting skills Bachelor's Degree (or equivalent) Computer literate with good working knowledge of MS Office applications Building effective reporting utilizing Power BI and other tools If you also had this, it would be great Working towards or gained CII Cert qualification Full-Time/Part-Time Full time Worker Sub Type Permanent Job Family Group Business Support & Operations 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 fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential. 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. Columbia Threadneedle Investments is an equal opportunity employer. We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to aid your participation in the application or interview process, speak to your recruiter to discuss how we can support you.
Apr 10, 2026
Full time
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 2,300 people working together. Our capability is diverse with more than 550 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. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Job Description Where you'll fit in & what our team goals are You will be working with experienced risk & insurance professionals in a dynamic, innovative team to provide risk management services to the Columbia Threadneedle Investments Alternatives business, including, but not limited to, Real Estate claims, Risk Management Fund, Risk Surveys and consolidation of all data for effective analysis. Various other responsibilities will provide interaction with all aspects of a large risk transfer/financing program. How you'll spend your time Assist in the management of the UK Real Estate insurance program and various corporate and international insurance programs by compiling comprehensive exposure data from enterprise-wide operations for underwriting submissions on annual insurance policy renewal. Verify accuracy of data submitted by business operations for timely, accurate renewal applications. Handle certificate of insurance requests, property consults (aka CPSEs) and maintain accurate files as required. Oversee Real Estate claims handling (property and liability), including leading quarterly claims meetings and effectively collaborating with brokers/insurers/TPA representatives during the meetings. Control the annual Risk Management Fund allocation to ensure efficient use of all funding including management of the process throughout the year. Managing Risk Survey reports issued by Insurers, including monitoring the implementation of Risk Improvements within their prescribed deadlines and ensuring that Insurers are kept advised of the status. Administration of the Risk Management Information System and 3rd party RMIS programs. Maintain the integrity and accuracy of the data in and between all systems. Develop and maintain certain report generation, dashboard views and queries in the system. Placing of ad hoc insurance policies (Legal Indemnities, Contract Works) where required and handling general insurance and risk management queries from solicitors/tenants/Managing Agents etc. Maintaining presentation and communication materials outlining the team's results, achievements and objectives. This includes but is not limited to renewal presentations, Monthly Unit Reviews and board meetings. To be successful in this role you will have Solid experience of insurance and risk management in the context of a financial services organisation Comprehensive understanding of insurance products and policies Strong analytical and problem-solving skills, with attention to detail Strong project management and organizational skills Ability to effectively manage relationships with internal and external stakeholders Excellent communication and interpersonal skills Accurate financial/analytical reporting skills Bachelor's Degree (or equivalent) Computer literate with good working knowledge of MS Office applications Building effective reporting utilizing Power BI and other tools If you also had this, it would be great Working towards or gained CII Cert qualification Full-Time/Part-Time Full time Worker Sub Type Permanent Job Family Group Business Support & Operations 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 fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential. 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. Columbia Threadneedle Investments is an equal opportunity employer. We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to aid your participation in the application or interview process, speak to your recruiter to discuss how we can support you.
A prominent financial services firm seeks a Risk Management professional in Greater London. The role requires solid experience in insurance and risk management, overseeing Real Estate claims, and maintaining insurance data systems. The ideal candidate will possess strong analytical and project management skills, effective communication, and a Bachelor's degree. This full-time position offers opportunities for professional growth and an inclusive work environment.
Apr 07, 2026
Full time
A prominent financial services firm seeks a Risk Management professional in Greater London. The role requires solid experience in insurance and risk management, overseeing Real Estate claims, and maintaining insurance data systems. The ideal candidate will possess strong analytical and project management skills, effective communication, and a Bachelor's degree. This full-time position offers opportunities for professional growth and an inclusive work environment.