About Columbia Threadneedle InvestmentsWorking at Columbia Threadneedle Investments 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 2,300 people working together. Our capability is diverse with more than 550 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. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.Job DescriptionYou will support and enhance the Business Development and Investor Relations (‘BD & IR’) function within the Private Equity (‘PE’) business. Acting as a key link between investment teams, distribution and clients. You will contribute to fundraising, product positioning, investor communication and client engagement for all PE products as well as operational matters pertaining to the PE business.You will work closely with the Director responsible for BD & IR, and you will develop deep product expertise to ensure consistent, high-quality communication of investment strategies. This is an excellent opportunity to get involved in all areas of BD, IR and fundraising across the PE business supporting its continued growth.How you'll spend your time...Business Development & Fundraising:Support global fundraising initiatives across private equity products and programmesAssist with pipeline management, investor targeting and coordination with Distribution teamsEngage with and oversee placing agentsContribute to new product development and launchesInvestor Relations & Client Coverage:Support and attend client meetings, presentations and due diligence sessionsBuild relationships with existing and prospective investors and consultantsPrepare and respond to ad hoc investor queries, Due Diligence Questionnaires and ongoing reporting requestsMaintain and manage data rooms and investor communicationsProduct Positioning & Marketing Materials:Assist in developing and maintaining product positioning and messagingPrepare and update marketing materials including presentations, executive summaries, teasers, covering email templates, private placement memoranda, Request For Proposal/information responses, press releases, website.Ensure consistency and quality across all communicationsOperational & Client Relationship Management:Plan, coordinate and attend individual meetings and broader roadshows / marketing tripsMaintain Client Relationship Management systems (e.g. Salesforce) and other marketing tracking toolsMaintain and update Funds Under Management dataRegularly update consultant and industry databasesReview and update policy, procedure and guideline documents annuallyCross-Functional Collaboration:Partner with Investment, Distribution, Legal, Compliance, Risk, Tax, Finance, Company Secretarial, Responsible Investment, Operational and Product colleaguesSupport regulatory and operational processes (e.g. Anti-Money Laundering/Know Your Customer/Customer Due Diligence/Ongoing Due Diligence, Business Continuity Plan, Vendor Risk Assessment(s), Records Information Management, Business-T(s), Risk & Control Self-Assessment, Conflicts of Interest, Bank Holding Company Act/Volcker and Internal Audit(s))Contribute to internal reporting and business processesMarket Insights & Internal Support:Monitor private equity market trends and competitor activityEngage with industry bodiesSupport internal education of Distribution teams and other departmental stakeholdersContribute to investment and product-related materials where relevantTo be successful in this role you will have...Client facing experience in fundraising or investor relationsStrong communication and interpersonal skillsHigh attention to detail and organisational abilityAnalytical mindset and problem-solving capabilitySelf-starter with strong work ethic and ability to multi-taskExperience working with senior stakeholdersIt would be great if you also had...Understanding of alternatives, ideally private equityExperience in private equity, asset management or related fieldsUnderstanding of institutional, wholesale and retail investors as well as the associated reporting/regulatory requirementsPrior relevant experienceProfessional qualification, e.g. CFA, CA, IMC or equivalentKey StakeholdersExternal clients, consultants, industry bodies and placing agentsDistribution / Client coverage teamsLegal, Compliance, Risk, Tax, Finance, Company Secretarial, Responsible Investment, Operational and Product teamsPrivate Equity Investment colleaguesProduct Specialist leaderIn Office CollaborationWe are a client-centric, relationship-based business. Working together, in person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - client, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.Full-Time/Part-TimeFull timeWorker Sub TypePermanentJob Family GroupInvestment ManagementColumbia 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 fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.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.Columbia Threadneedle Investments is an equal opportunity employer. We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity or any other basis prohibited by law.We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to aid your participation in the application or interview process, speak to your recruiter to discuss how we can support you.
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