Investment Support Analyst : REO Reporting

Columbia Threadneedle Investments
London, United Kingdom
27 Oct 2022
13 Nov 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
About Columbia Threadneedle Investments

What working at Columbia Threadneedle offers....

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 2,000 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 create bespoke solutions matched to clients' specific requirements.

Job Purpose Statement

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

As the Investment Support Analyst, you will sit within Columbia Threadneedle's EMEA Investment Support team, which is part of the Investments division. The primary focus initially will be on the reporting cycle for the Responsible Investment team.

Columbia Threadneedle believes that responsible investment is a mindset: as asset managers, we have a privileged and trusted position as stewards of capital, which gives us both influence and responsibility.
We take this responsibility seriously. We consider the impact of our investments on society and the environment, and the extent to which it affects long term value creation. We work closely with the companies we invest in as active owners, to improve the management of environmental, social and governance (ESG) issues. We support this work with the thoughtful exercise of our voting rights. We strive to be thought leaders on these issues and their relevance to us as investors.

One of our flagship ESG services is reo® (responsible engagement overlay). A service we provide to third parties, as partners to asset owners where we engage and vote on their behalf.

As an Investment Support Analyst there is scope for this role to expand into other asset classes and functions beyond the Responsible Investment team.

Role Responsibilities

How you'll spend your time...

Responsible for generating bespoke client reports for our reo® (responsible engagement overlay) service.

This process is run on a quarterly basis with reports also required on a bi annual and annual basis. This process entails:
• Data manipulation of client holdings
• Updating and maintaining client matrix
• Liaising with client directors
• Updating excel macros
• Upload/manage client holdings and reports in our Salesforce system
• Generate client specific reo®engagement and ROAR reports
• Generate client specific vote reports
• Work with our third party data provider DataActive on the PDF production of reports
• Uploading finalised engagement and voting reports to the client portal
• Check all reports and distribute to client directors

Between the quarterly reporting periods:
• Update and maintain the Engagement Viewer.
• Maintain and generate internal ESG Analytics reports.
• Respond to ad hoc queries on reo data.
• Produce bespoke reports for clients.
• Support 'Responsible Investment "RI Quant" team on ESG data requests.
• Upgrade existing reo reports and develop new reports with Product Specialists in the Responsible Investment team.

In addition, there is the opportunity to project manage the reformation of the reporting process, making it more streamlined and user friendly with automation where possible.

The semi-automation of the reo® reporting function will generate opportunities to broaden exposure to additional Investment strategies and operational processes. This may include new pipeline activity or products not covered by existing support teams.

Key Capabilities

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

• Proficient in excel (VBA desirable)
• Proficient in Bloomberg
• Experience with Salesforce
• Candidate should also have strong "soft skills" and be able to work across both technical and business focused teams
• Experience manipulating and extracting data is essential
• A strong sense of intellectual curiosity which translates into an appetite for learning and challenging the norm
• Attention to detail is essential
• Good time management skills with the ability to effectively manage priorities and meet deadlines
• Excellent organisation skills
• Excellent communication skills
• An ability to work autonomously when required, but able to effectively flex communication styles as part of broader team, with a strong sense of collaboration.
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