Client Portfolio Manager - Private Equity

About Columbia Threadneedle Investments

Working 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 Description

You 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 programmes

Assist with pipeline management, investor targeting and coordination with Distribution teams

Engage with and oversee placing agents

Contribute to new product development and launches

Investor Relations & Client Coverage:

Support and attend client meetings, presentations and due diligence sessions
Build relationships with existing and prospective investors and consultants
Prepare and respond to ad hoc investor queries, Due Diligence Questionnaires and ongoing reporting requests
Maintain and manage data rooms and investor communications
  
Product Positioning & Marketing Materials:

Assist in developing and maintaining product positioning and messaging
Prepare 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 communications

Operational & Client Relationship Management:

Plan, coordinate and attend individual meetings and broader roadshows / marketing trips
Maintain Client Relationship Management systems (e.g. Salesforce) and other marketing tracking tools
Maintain and update Funds Under Management data
Regularly update consultant and industry databases
Review and update policy, procedure and guideline documents annually

Cross-Functional Collaboration:

Partner with Investment, Distribution, Legal, Compliance, Risk, Tax, Finance, Company Secretarial, Responsible Investment, Operational and Product colleagues
Support 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 processes

Market Insights & Internal Support:

Monitor private equity market trends and competitor activity
Engage with industry bodies
Support internal education of Distribution teams and other departmental stakeholders
Contribute to investment and product-related materials where relevant 
 
To be successful in this role you will have...

Client facing experience in fundraising or investor relations
Strong communication and interpersonal skills
High attention to detail and organisational ability
Analytical mindset and problem-solving capability
Self-starter with strong work ethic and ability to multi-task
Experience working with senior stakeholders

It would be great if you also had...

Understanding of alternatives, ideally private equity
Experience in private equity, asset management or related fields
Understanding of institutional, wholesale and retail investors as well as the associated reporting/regulatory requirements
Prior relevant experience
Professional qualification, e.g. CFA, CA, IMC or equivalent

Key Stakeholders

External clients, consultants, industry bodies and placing agents
Distribution / Client coverage teams
Legal, Compliance, Risk, Tax, Finance, Company Secretarial, Responsible Investment, Operational and Product teams
Private Equity Investment colleagues
Product Specialist leader

In Office Collaboration

We 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 timePermanentInvestment Management

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 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.