Senior Associate / Associate Manager, Korea Branch
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
Support Asia Pacific Institutional Distribution Business Development and Growth at Korea Branch.How you'll spend your time...
Support Head of Korea
- Prepare presentations, briefing notes and internal memoranda.
- Draft meeting agendas and accurately record minutes for both internal and external meetings.
- Conduct research, gather relevant market intelligence and data, and coordinate calendar invitations for t calls and meetings.
- Maintain and update client databases and distribution lists, for and on behalf of offshore affiliated marketing entities ensuring data accuracy and completeness.
- Coordinate with internal stakeholders across investment, product, compliance, and operations teams to support business development initiatives.
- Monitor industry developments, competitor activities, and institutional market trends across Asia Pacific.
Support Asia Institutional Distribution Business
- Gather and analyze market intelligence, client information, and industry data to support the development of sales and market share of offshore affiliates in Korea.
- Conduct research and comparative analysis of institutional investment markets, clients, and competitors across the Asia Pacific region.
- Coordinate and arrange meetings, including preparation of meeting materials and documentation of meeting minutes as required.
- Facilitate communication of client requests to relevant colleagues across regional and global offices to ensure timely follow-up and execution.
- Support business development initiatives by monitoring market trends, identifying opportunities.for offshore affiliated entities.
- Collaborate with cross-functional teams across investment, product, client service, and distribution functions to support client engagement activities.
- Ensure client inquiries and requests are attended to in a timely and professional manner, working closely with internal stakeholders as required.
- Monitor client activities, investment interests, and business opportunities to support relationship development for and on behalf of offshore affiliated entities.
- Facilitate communication between clients and regional and global investment, product, and distribution teams.
- Assist in gathering client feedback and market intelligence to support business development efforts.
- Ensure high standards of client service and adherence to internal compliance and regulatory requirements.
Assist Korea Branch Administration Operations
- Provide administrative support to the Korea Branch to ensure efficient day-to-day operations.
- Coordinate business travel arrangements, meeting schedules, and visitor logistics.
- Prepare and maintain branch records, reports, presentations, and administrative documentation.
- Assist with expense processing, invoice management, and vendor coordination in accordance with company policies.
- Liaise with internal departments, including Compliance, Finance, HR, Operations, and IT, on administrative matters.
- Support local regulatory filings, audits, and branch governance requirements as directed.
- Coordinate office facilities management and maintain relationships with external service providers.
To be successful in this role you will have...
- Bachelor's degree or equivalent professional qualification.
- 4-8 years of experience in asset management, institutional sales, client servicing, distribution, or related financial services fields.
- Strong understanding of institutional investors and investment products across public and private markets.
- Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams, Copilot) and Salesforce.
- Highly organized, proactive, and capable of working under pressure while meeting tight deadlines.
- Excellent communication and stakeholder management skills.
- Fluent in spoken and written English and Korean.
- Strong attention to detail and commitment to delivering high-quality work.
It would be great if you also had...
- Working knowledge of investment consultant databases and market intelligence platforms, such as Mercer, Morningstar, and eVestment.
- Understanding institutional investment management, performance measurement, portfolio analytics, and investment research.
- Strong analytical skills with the ability to synthesize market and investment data into meaningful insights for clients and internal stakeholders.
- CFA Charterholder, CFA candidate, CMIA holder, or other relevant investment-related professional qualification preferred.
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 - clients, advisors, employees and shareholders. Our employees in Korea work in the office five (5) days per week.
Full-Time/Part-Time
Full timeWorker Sub Type
PermanentJob Family Group
SalesColumbia 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.