MI and Rebates Manager

Ameriprise Financial; Greater London; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A financial services firm is seeking a MI and Rebates Manager to lead the oversight team in managing rebates efficiently. The role requires strong Excel skills, the ability to manage client relationships, and the oversight of reconciliations and payments. Candidates should have a good understanding of rebates and asset management experience is a plus. The position offers opportunities for career growth and emphasizes work-life balance.

Qualifications

• Experience with third party administrators.
• Understand basic accountancy procedures.
• Numerate with strong analytical skills.

Responsibilities

• Manage the rebates and MI oversight team.
• Monitor group inboxes and authorise payments.
• Manage relationships with internal and external clients.
• Lead MI and Rebate issues and provide reports.

Skills

Rebate knowledge and understanding

Excellent Excel skills

Excellent communication skills

Attention to details

Ability to work to tight deadlines

Self-starter

Job description

MI and Rebates Manager

How you'll spend your time...

• Managing the rebates and MI oversight team ensuring work is completed accurately and in a timely manner. Supporting all team members and ensuring efficient time management of all daily, monthly and quarterly tasks

• Monitoring group inboxes

• Authorising reconciliations, payments and accruals

• Approving system updates

• Managing relationships with internal and external clients

• Answering ad hoc client queries

• Taking the lead on all MI and Rebate issues

• Providing MI on rebates and revenues

• Authorising rebate agreements between the client and the legal entity

• Maintain and update Data Cube for Rebates & MI

• Maintain good relationship with clients, administrators, and all areas of Columbia Threadneedle Investments

• MI reporting and flow analysis of fund analysis, ensuring Third Party data is integrated where available.

• Provide AUM and flow stats for RFPs

• Supporting the Head of Rebates with projects and team management

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

• Rebate knowledge and understanding

• Third party administrator experience

• Excellent Excel skills (pivot tables, vlookups, sumifs should be second nature).

• Excellent communication skills with clients and all areas of business.

• Understanding of basic accountancy procedures

• Attention to details

• Numerate

• Ability to work to tight deadlines

• Self-starter

If you also had this, it would be great…

• Asset Management Experience

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 2,500 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.