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Distribution Business Analyst

Employer
Ameriprise Financial
Location
Borough, South East London, United Kingdom
Salary
Competitive Salary
Closing date
Mar 1, 2024

View more

Job Role
Business Analyst
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Where you'll fit in & what our team goals are...

In your role as a Distribution Business Analyst your focus will be on supporting the implementation of key Distribution operating initiatives, impact analysis, and solution design; in particular Client Management, utilising your prior experience in the end-to-end client life cycle.

How you'll spend your time...

Your role will be key in ensuring all stakeholders are aligned by supporting elements of execution within the Client Management function. Your role will include the following list of projects and initiatives however you will be expected to be flexible to accommodate additional needs as they emerge:
  • Remediation for AML / KYC and Distributor Due Diligence - Support the execution by Client Management of remediation activities relating to AML/KYC and Distributor Due Diligence, including client engagement where appropriate to obtain required documentation and internal engagement with teams such as Financial Crime for clarification/escalation
  • Target model for AML / KYC and Distributor Due Diligence - Support the design and alignment of process and relevant data/document capturing requirements with deployment / hand-over into the business-as-usual environment. May require data analysis and actions co-ordination at all stages.
  • Centralisation of Client Contractual Documentation - Support the collation of client contractual documents and migration into our strategic document imaging system. Co-ordinate and drive Client Management activities in this area, ensuring the ongoing integrity and quality of the new centralised solution are maintained throughout. Identify, review and seek agreement for removal of duplications.
  • Consumer Duty - Support the ongoing design and alignment of processes and/or key performance indicators. Facilitate initial record capturing and actions with clear handover into BAU business process and governance.
  • Re-homing & automation - Assume responsibility for the ongoing Client Management effort to automate and re-home certain activities, for example the "Request for Agreement" process, reporting activities and opportunities better to leverage Transfer Agency capabilities such as portals. General issue assessment, mapping and solutions alignment / documentation.
  • Client Experience - Support process design / analysis relating to Client Experience and/or operational enhancements. Includes impact analysis and co-ordination for integration initiatives such as local branch and management company entity reviews.
  • Product/Regulatory Change - Support the business impact/target model definition and client communication associated with ad-hoc regulatory and product development-led projects, including specific data and impact analysis.
  • Client Communications - Support, lead and/or co-ordinate client and agent communications by Client Management where required as a result of corporate actions, risk events or ongoing remediation activities.

To be successful in this role you will have...
  • Industry Knowledge - Proven experience working directly within an Investment Manager
  • Client Management - Working knowledge of the end to end Client Management processes
  • Business Analyst experience - Ability to assess. investigate and document business processes
  • Change Management - Direct experience in change and transformation projects
  • Interpersonal skills - Organised and have the ability to communicate effectively with various levels of management
  • MS Suite - Advanced Word, Excel and Powerpoint skills

If you also had this, it would be great...
  • Business Analyst - Assimilate and analyse a range of business-oriented change initiatives
  • Business discipline - Work closely with the Client Management leadership and the wider team
  • Business Partner - Distribution partner to our Global Change and Transformation Team on large, cross functional initiatives
  • Reporting - Provide clear reporting to senior management
  • Stakeholder management - Across Client Management, Product, Marketing and Operations

About Columbia Threadneedle Investments

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 2,500 people working together. Our expertise is diverse with more than 650 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.

Full-Time/Part-Time

Full time

Worker Sub Type

Fixed Term (Fixed Term)

Job Family Group

Unclassifieds

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