What are the responsibilities and job description for the Sr Mgr-Performance Analytics position at Columbia Threadneedle Investments?
The position supports initiatives specific to investment performance measurement and analysis. It involves leading a staff responsible for collecting, communicating, measuring, and analyzing investment performance information to ensure accuracy and the delivery of time-sensitive performance information for clients, marketing materials, investment professionals, and all levels of management.
Key Responsibilities
Lead and manage a small team focused on the production of recurring deliverables, such as the validation of performance data in internal and/or vendor systems and the production performance reporting.
Partner within Operations, Technology, and Vendors to ensure data quality and to identify and resolve issues related to performance data and reporting.
Provide leadership and participate in performance measurement initiatives. This includes leading improvements impacting performance data, systems, and processes and ensuring thorough documentation of work processes are in place and maintained.
Provide leadership, coaching, setting goals, and conducting performance reviews with direct reports.
Influences and regularly interacts at all levels of the organization, including Senior Management, Portfolio Managers, Marketing Professionals, and Legal/Compliance Professionals.
Develop policies and procedures for the performance measurement functions.
Develop short and long-term business solutions for departmental initiatives.
Required Qualifications
Strong knowledge of investment concepts.
Critical thinker with strong problem solving skills.
Excellent verbal and written communications skills.
Strong organizational skills.
Ability to work independently.
High proficiency with Microsoft Office Tools, such as Microsoft Excel and Access.
A strong team player who is able to successfully meet deadlines.
5 years work experience in investment management or financial services.
2 years of people leadership experience.
BS/BA degree in Business, Finance, Accounting, or equivalent.
Preferred Qualifications
Advanced knowledge of performance measurement concepts; CIPM preferred.
Work experience specific to performance measurement and analytics.
Proficient with data and report automation.
Advanced experience with performance systems, such as Factset, Confluence, Morningstar, and Lipper.
About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $82,400- $110,000 / 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.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Mutual Fund Operations
Line of Business
AMINV US Asset Management
Key Responsibilities
Lead and manage a small team focused on the production of recurring deliverables, such as the validation of performance data in internal and/or vendor systems and the production performance reporting.
Partner within Operations, Technology, and Vendors to ensure data quality and to identify and resolve issues related to performance data and reporting.
Provide leadership and participate in performance measurement initiatives. This includes leading improvements impacting performance data, systems, and processes and ensuring thorough documentation of work processes are in place and maintained.
Provide leadership, coaching, setting goals, and conducting performance reviews with direct reports.
Influences and regularly interacts at all levels of the organization, including Senior Management, Portfolio Managers, Marketing Professionals, and Legal/Compliance Professionals.
Develop policies and procedures for the performance measurement functions.
Develop short and long-term business solutions for departmental initiatives.
Required Qualifications
Strong knowledge of investment concepts.
Critical thinker with strong problem solving skills.
Excellent verbal and written communications skills.
Strong organizational skills.
Ability to work independently.
High proficiency with Microsoft Office Tools, such as Microsoft Excel and Access.
A strong team player who is able to successfully meet deadlines.
5 years work experience in investment management or financial services.
2 years of people leadership experience.
BS/BA degree in Business, Finance, Accounting, or equivalent.
Preferred Qualifications
Advanced knowledge of performance measurement concepts; CIPM preferred.
Work experience specific to performance measurement and analytics.
Proficient with data and report automation.
Advanced experience with performance systems, such as Factset, Confluence, Morningstar, and Lipper.
About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $82,400- $110,000 / 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.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Mutual Fund Operations
Line of Business
AMINV US Asset Management
Salary : $82,400 - $110,000