Broker Relations Manager

Columbia Threadneedle Investments
London, United Kingdom
04 Jul 2022
02 Aug 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....

You will be responsible for managing the flow of information for EMEA/APAC, monitoring and managing broker relationships on behalf of the Fixed Income and Equity teams, to develop efficiencies by coordinating all external research and voting.

Role Responsibilities

How you'll spend your time....
  • Control the flow of information, monitoring and managing the tracking of externally provided research/meetings on behalf of Fixed Income and Equity teams for EMEA/APAC.
  • Liaise with external research providers to ensure Columbia Threadneedle Investments is receiving best service for best price.
  • Assess the data needs of the Investment Analysts and Portfolio Managers are being captured, processes are being followed and identify gaps to create solutions.
  • Measure and control the dissemination of the research to ensure compliance with MiFID II regulations for both sell side and subscription services.
  • Coordinate the onboarding and training of research (internal and external) of new team members through recent acquisition.
  • Working in partnership with North America broker and commission team and trading partners to ensure global coordination.
  • Develop efficiencies by coordinating internally with team to sync up with what is being consumed externally for research and corporate access.
  • Provide analysis of EMEA consumption trends to create a global view, in partnership with North America.
  • Maintain CRM system tracking relationship and monitoring on a quarterly basis to ensure accurate tracking.
  • Partner with the CIO/COO/Head of Research Relations to budget YoY based on dollar amount set by firm for voting budgets as well as sell side research pricing.
  • Responsible for implementation and facilitation of the quarterly research vote - creating efficiencies and relaying feedback to brokers.
  • Coordinate and compile on a quarterly basis Equity and Fixed Income payment schedules with the finance team.
  • Engage with legal and Compliance where necessary for contract execution for new providers and amendments.

Key Capabilities

To be successful in this role you will have....
  • Advanced Excel capabilities
  • Strong communication skills
  • Analytical thinking
  • A team player
  • Deadline driven

Desired Capabilities

If you also had this, it would be great....
  • Previous experience working with CRM systems
  • Previous experience with sell side relationship management

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