ABOUT SCHRODERS

Schroders is a global investment manager which helps institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
Our purpose is to provide excellent investment performance to our clients through active management. By serving clients, we serve wider society. Channelling capital into sustainable and durable businesses accelerates positive change in the world. Funding the future is a privilege: we use it wisely and responsibly.
We employ over 6000 talented people worldwide operating in 38 different locations across Europe, the Americas, Asia, Africa and the Middle East, close to the markets in which we invest and close to our clients.
Schroders has developed under stable ownership for over 200 years and long-term thinking governs our approach to investing, building client relationships and growing our business.

THE KNOWLEDGE, EXPERIENCE AND QUALIFICATIONS YOU NEED

• Fluency in English (verbal and written) is mandatory
• Good organisational skills and capability to work independently and with commitment to deliver under tight deadlines
• Knowledge of Microsoft Power Platform: Power BI, Power Automate, Power Apps
• Knowledge of Microsoft Word, Excel, PowerPoint
• AI curious

THE KNOWLEDGE, EXPERIENCE AND QUALIFICATIONS THAT WILL HELP

• Forward-thinking, innovative and proactive
• Self-educating, curious and pragmatic

KEY RESPONSIBILITIES OF THE TEAM INCLUDE:

Data collation and dashboard production: Collecting and analysing data to create monthly management information (MI) dashboards to provide visibility on performance metrics and risks.
Reporting: Preparing detailed reports for the Management Committee and Boards.
Marketing Committee management: Managing all aspects of SIM EU Marketing Committee meetings, including preparation and administrative tasks (organisation of the meeting agenda, preparation of minutes, logging of approvals etc).
Support and oversight of segregated mandates and French FCPs: Assist with RFPs/tenders, onboardings tasks and obtain relevant sign-offs and signatures. For live mandates and FCPs, lead in the oversight role of the team and communicate any mandate changes or terminations to SIM EU stakeholders, ensuring follow-up until completion. Assist with client queries and reporting. Prepare relevant data and KPIs for reporting to management, coordinate with other departments to ensure regulatory reports and completed.
System and application administration: Administering the systems and applications used within the department.
Optimisation: Exploring better methods and technologies, including the use of artificial intelligence, to enhance processes and improve service delivery.

THE ROLE

You will work on projects to address continuous improvement initiatives and may be required to collaborate with the other teams within the Client Service department for certain tasks i.e. Client Service Managers and the AML/KYC/KYD teams.

WHAT YOU’LL DO

• Work with PowerBI, ServiceNow, AI and other tools to improve efficiency of department processes.
• Support in developing and testing new functionalities and tools to improve/strengthen the processes within Client Service.
• Provide assistance with the SIM EU Marketing Committee (pack preparation, minutes writing, logging of approvals/key decisions).