Client Contracting Manager

Columbia Threadneedle Investments
London, United Kingdom
02 Feb 2023
04 Mar 2023
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.

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 providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.

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 the co-ordination, management and oversight of the legal agreements for segregated client on-boarding's and rebate / distribution / share class agreements across the sales channels. Ensuring that excellent relationships are maintained with all internal stakeholders at all times and that new client business and mandate change is implemented effectively and to the highest standards.

Role Responsibilities

  • Responsibility to ensure that all documents, fee schedules and material obligations for mandates are approved and documented prior to mandate launch
  • Internal coordination of the negotiation and completion of legal agreements: - Review and analyse investment management agreements, investment guidelines, and other relevant schedules - Coordinate review and input from appropriate business areas to complete the approval of the documents - Coordinate all relevant documentation required for client onboarding across the business, marking up the legal documents accordingly - Effective communication to impacted business areas ensuring they review, acknowledge and sign-off their contractual obligations and respond in good time to facilitate orderly progress with clients - Documentation of issue resolution and status updates - Capturing, validation and agreement of pricing arrangements within documentation where rebates are in place - Assisting with weekly work-in-progress update meetings
  • Partner with Institutional Client Services team and key business leaders - legal, compliance, sales, finance, portfolio managers, performance measurement, and operations to support the negotiation of mandate terms
  • Provide support to our Pooled Vehicle business through assistance with the coordination of rebate and distribution agreements
  • Produce management reporting on client onboarding
  • Assisting with internal/external Audit process
  • Participate in process improvement projects for the client onboarding including implementation of processes, ongoing monitoring (including development of solutions to automate monitoring process), and maintenance of books and records
  • Maintenance of internal audited processes such as eCAP document sign-off and Mandate Database operational sign-off

Key Capabilities

  • Drafting/marking-up Investment Management Agreements. Candidates must have extensive experience working with segregated client agreements both in terms of onboarding and ongoing mandate change. Good investment management experience including proven understanding of asset management, financial instruments, administration processes, performance analysis, reporting and legal drafting
  • Must be a structured individual with strong workflow management and project management skills
  • Strong ability to work with others both in the team and across the business to achieve effective solutions and decisions
  • Excellent listening skills and a confident yet empathetic approach to dealing with stakeholders within the business
  • Good self-organisational and time management skills; ability to work through pressure and short deadlines
  • Strive to achieve a first class service management function
  • Ability to make clear decisions and exercise good judgement; proven problem solving, specifically around data and process
  • Excellent facilitation and management skills, being able to discuss sophisticated/technical concepts
  • Openly shares information and own expertise with others
  • Excellent numerical and written skills are needed
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