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Data, Analytics & Reporting Analyst - Investment Consultancy & Oversight and Multi-Manager Solutions

$115k - $145k

Columbia Threadneedle Investments

About Our CompanyWorking 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 DescriptionThe Data, Analytics & Reporting Analyst sits within the Data Engineering team and supports the Investment Consultancy & Oversight and Multi-Manager Solutions businesses. The role partners closely with Coverage Analysts, Investment Strategy & Research, and investment professionals to deliver high-quality data, analytics, models, and reporting that underpin investment oversight, research, portfolio construction, and manager selection.This is a hands-on role for a self-directed analyst who takes ownership of their work, improves data quality and analytical capabilities, and brings innovative ideas to enhance efficiency and impact.Key ResponsibilitiesPartnership with Coverage Analysts, Investment Strategy & Research, and Multi-Manager SolutionsWork in close, ongoing collaboration with the Coverage Analysts and Investment Strategy and Research team, as well as the investment professionals within Multi-Manager Solutions, to understand their analytical needs and translate those needs into effective data solutions, models, and reporting. This is a service partnership built on mutual respect and shared objectives — the analyst should expect to be embedded in the research, oversight, and portfolio construction workflows of both businesses. Participate in research discussions and project planning to ensure that data and analytical capabilities are aligned with the priorities of both Investment Consultancy & Oversight and Multi-Manager Solutions. Proactively identify gaps in existing tools or data coverage and propose solutions that enhance the teams' ability to generate insights and support investment decision-making.Data Management & QualitySource, validate, and maintain investment data across multiple platforms and databases to support all investment oversight, research, and multi-manager activities. Ensure data quality, consistency, and accessibility for the Coverage Analysts, Investment Strategy and Research team, Multi-Manager Solutions team, and broader stakeholders. Resolve data issues, enhance data infrastructure and manage data feeds.Quantitative Development & Analytical ToolsBuild, maintain, and enhance quantitative models, analytical tools, and performance attribution systems used across Investment Consultancy & Oversight and Multi-Manager Solutions. Develop automated solutions that improve the efficiency and accuracy of recurring analytical workflows. Support backtesting, scenario analysis, and factor-based research efforts in coordination with the Investment Strategy & Research team and Multi-Manager Solutions investment professionals. Apply sound model governance practices including documentation, version control, and validation protocols.Reporting & Dashboard DevelopmentContinuously evaluate reporting processes for opportunities to improve clarity, efficiency, and automation. Produce regular and ad-hoc reports for investment teams, senior management, and oversight committees across both businesses, ensuring timely and accurate delivery of performance reports, risk metrics, and strategy dashboards. Design and maintain dashboard capabilities that provide Coverage Analysts, Investment Strategy and Research, and Multi-Manager Solutions professionals with ready access to the data and visualizations they need.Process Improvement & InnovationDrive efficiency improvements through automation, process optimization, and the adoption of new technologies and methodologies. Identify opportunities to leverage emerging capabilities including artificial intelligence and machine learning to enhance the team's analytical infrastructure. Support new product development and market research efforts through data analysis and quantitative modeling. Approach recurring process with a critical eye toward whether it can be done better, faster, or more reliably.Cross-Functional CollaborationCollaborate with Enterprise Technology and IT teams on technology enhancement projects and platform development. Support the Investment Risk Management team with data and analytical needs as required. Coordinate effectively with team members across Boston, New York, London, and India to ensure seamless collaboration across time zones and consistent quality standards.Required QualificationsBachelor’s or Master’s degree in a quantitative field (Math, Statistics, Computer Science, Data Science, or similar).3–7 years’ experience in data analytics, quantitative development, or reporting within investment management or financial services.Advanced proficiency in Python, R, and SQL; experience with database platforms.Strong communication skills with the ability to explain complex concepts to technical and non-technical audiences.Proven ability to manage multiple priorities and deliver high-quality work to deadlines.Preferred QualificationsCFA, FRM, or similar professional certification.Experience with cloud platforms (AWS/Azure), big data, or BI tools.Background in investment consulting, multi-manager, or investment operations.Experience with Bloomberg, FactSet, Morningstar, eVestment, Aladdin.Strong understanding of investment data, portfolio analytics, performance attribution, and risk.Demonstrated initiative, intellectual curiosity, and problem-solving mindset.Visa SponsorshipApplicants 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 CollaborationWe 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 SalaryThe estimated base salary for this role is $115,000 - $145,000 per 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 insurance.Full-Time/Part-TimeFull timeExempt/Non-ExemptExemptJob Family GroupInvestment ManagementLine of BusinessAMINV US Asset ManagementColumbia 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. #J-18808-Ljbffr

Vacancy posted 3 days ago
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