Finance Projects and Operations Analyst

Columbia Threadneedle Investments
Edinburgh, United Kingdom
03 Aug 2022
02 Sep 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

To assist with the management, facilitation, monitoring and support of Finance-related operations and projects, including processes, risk management and compliance with internal and external deadlines

Role Responsibilities

How you'll spend your time....
  • Assist with management and/or execute ad hoc and routine Finance projects
  • Co-ordinate Group Finance timetable and assist in managing issues around the month-end, quarter-end and year-end reporting process
  • Monthly monitoring of balance sheet investments including periodic posting of revaluations
  • The role has no budgetary or dealing authorities
  • Assist in managing year end and interim reporting - preparing monthly, quarterly and year-end timetables; coordinating month-end meetings and year-end Focus meetings, capturing, tracking and managing issues to be resolved
  • Good communication and relationship with external auditors re YE timetables and deliverables, as well as coordination of PBC process
  • Assist with management of corporate projects, and/or execute, ad hoc and routine Finance-related projects from inception to completion
  • Assist with the collation, monitoring and tracking of issues, while facilitating solutions within the Finance department for consideration and action
  • Monthly/quarterly investment review and reporting to Ameriprise, and periodic posting of revaluations to investments
  • Assist with the reporting requirements of Ameriprise Group as required
  • Contribute to identifying and implementing procedural efficiency enhancements, risk management processes and financial control improvements.

Key Capabilities

To be successful in this role you will have....
  • Qualified or near-qualified Accountant
  • Solid understanding of the asset management business desirable
  • Project management experience desirable, with track record of managing tasks
  • Sound IT ability including intermediate Excel skills
  • Good inter-personal skills; ability to communicate with personnel at all levels across the business
  • Positive can do/ will do attitude and pragmatic approach to problem solving

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