What are the responsibilities and job description for the Equities Portfolio Analyst position at Columbia Threadneedle Investments?
About Our Company
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 Columbia Threadneedle Investments 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
This role is an opportunity to join a large-cap U.S. equity portfolio management team, working closely with two senior portfolio managers. The Investment Analyst will play an active role in the investment process while developing the skills needed to construct and manage institutional portfolios. The position offers direct access to senior investment professionals across the firm as well as regular engagement with corporate C-suite executives, providing an exceptional foundation for a long-term career in equity investing.
Responsibilities
Assist in portfolio management activities including risk management and stock selection
Collaborate with investment analysts and portfolio managers on extensive financial analysis and company- and industry-related research projects
Incorporate macroeconomic and thematic analysis into bottom-up company research to support investment decisions
Interact with public company executives both in our offices and in the field
Learn directly from senior investment professionals while providing fundamental equity research support
Provide investment insight and meaningfully impact the investment process beyond number crunching
Required Qualifications
Bachelor's degree with a strong academic record
Minimum of two years of experience in the financial services industry
Strong Excel and financial modeling skills, including demonstrated ability to build three-statement models
Strong written and verbal communication skills
Strong interpersonal skills with the ability to interact effectively with investment professionals and other business partners across the firm
Ability to work independently and to contribute as part of a team, with strict attention to detail
Preferred Qualifications
Ability to utilize large language models (LLMs) in a research or analytical workflow
Proficiency in Python
Demonstrated interest in continuous learning and professional development.
Passion for equity investing and financial markets
Progress toward the CFA designation is a plus
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
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 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.
Base Pay Salary
The estimated base salary for this role is $100,000- $120,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Investment Management
Line of Business
AMINV US Asset 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.
Columbia Threadneedle is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status 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 participate in the application or interview process, speak to your recruiter to discuss how we can support you.
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 Columbia Threadneedle Investments 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
This role is an opportunity to join a large-cap U.S. equity portfolio management team, working closely with two senior portfolio managers. The Investment Analyst will play an active role in the investment process while developing the skills needed to construct and manage institutional portfolios. The position offers direct access to senior investment professionals across the firm as well as regular engagement with corporate C-suite executives, providing an exceptional foundation for a long-term career in equity investing.
Responsibilities
Assist in portfolio management activities including risk management and stock selection
Collaborate with investment analysts and portfolio managers on extensive financial analysis and company- and industry-related research projects
Incorporate macroeconomic and thematic analysis into bottom-up company research to support investment decisions
Interact with public company executives both in our offices and in the field
Learn directly from senior investment professionals while providing fundamental equity research support
Provide investment insight and meaningfully impact the investment process beyond number crunching
Required Qualifications
Bachelor's degree with a strong academic record
Minimum of two years of experience in the financial services industry
Strong Excel and financial modeling skills, including demonstrated ability to build three-statement models
Strong written and verbal communication skills
Strong interpersonal skills with the ability to interact effectively with investment professionals and other business partners across the firm
Ability to work independently and to contribute as part of a team, with strict attention to detail
Preferred Qualifications
Ability to utilize large language models (LLMs) in a research or analytical workflow
Proficiency in Python
Demonstrated interest in continuous learning and professional development.
Passion for equity investing and financial markets
Progress toward the CFA designation is a plus
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
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 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.
Base Pay Salary
The estimated base salary for this role is $100,000- $120,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Investment Management
Line of Business
AMINV US Asset 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.
Columbia Threadneedle is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status 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 participate in the application or interview process, speak to your recruiter to discuss how we can support you.
Salary : $100,000 - $120,000