Investment Support Analyst - TCA

5 days left

Columbia Threadneedle Investments
London, United Kingdom
03 May 2022
02 Jun 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
About 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 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 build tailored solutions matched to clients' specific requirements.

Columbia Threadneedle is a people business and we recognise that our success is due to our talented and dedicated people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive work environment that supports the diversity of our employees and reflects our broader communities and client-base. We encourage applications from returners to the industry.

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.

Job Purpose Statement

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

Your role will sit within BMO GAM EMEA's Investment Support team, which is part of the wider Operations and IT team. Investment Support take on many different administrative and analytical tasks, ranging from directly supporting the investment management process, providing fund analysis and operational oversight.
You will be primarily working alongside the TCA Analyst providing analysis to BMO's dealing desk. Additional responsibilities from Investment Support may be directed to this role, as resourcing capabilities allow.

Role Responsibilities

How you'll spend your time...

Working alongside the TCA Analyst to support production of BMO's TCA provision (and other similar or related outputs) either directly or indirectly for the Dealing Oversight Committee and Head of Dealing:

• Continue to develop and enhance current capabilities so that they may be maintained with less effort going forward
• Ensure solutions are comprehensive, robust and well-documented
• Production of reporting as required on a periodic and ad hoc basis
• Daily outlier reporting for Equity and Fixed Income
• Weekly outlier reporting for Convertible Bonds
• Monthly TCA analysis across Equity, Fixed Income and Exchange Traded Derivatives (ETD)
• Assist in quarterly Anti-Dilution Levy reviews
• To develop a broad understanding of BMO's dealing capabilities across all asset types. Enable better understanding of what metrics are desirable and foster a growing sense of engagement with the output.
• Attend periodic meetings with vendors
• Attend meetings of the Dealing Oversight Committee and other internal meetings as required.

Key Capabilities

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

The following would be advantageous but are not prescribed. Applicants will be assessed in respect of experience and qualifications:

• Relevant work experience within an asset management company or investment bank
• Bachelors degree in a relevant subject
• Industry qualification such as IMC or CFA
• Working with large data
• Advanced Excel
• VBA and Macros
• Bloomberg
• Sharepoint
• PowerBI
• thinkFolio
• Team player
• Ability to prioritise own workload

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