Equities Portfolio Analyst
$100k - $120kColumbia-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 DescriptionThis 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.ResponsibilitiesAssist in portfolio management activities including risk management and stock selectionCollaborate with investment analysts and portfolio managers on extensive financial analysis and company- and industry-related research projectsIncorporate macroeconomic and thematic analysis into bottom-up company research to support investment decisionsInteract with public company executives both in our offices and in the fieldLearn directly from senior investment professionals while providing fundamental equity research supportProvide investment insight and meaningfully impact the investment process beyond number crunchingRequired QualificationsBachelor's degree with a strong academic recordMinimum of two years of experience in the financial services industryStrong Excel and financial modeling skills, including demonstrated ability to build three-statement modelsStrong written and verbal communication skillsStrong interpersonal skills with the ability to interact effectively with investment professionals and other business partners across the firmAbility to work independently and to contribute as part of a team, with strict attention to detailPreferred QualificationsAbility to utilize large language models (LLMs) in a research or analytical workflowProficiency in PythonDemonstrated interest in continuous learning and professional development.Passion for equity investing and financial marketsProgress toward the CFA designation is a plusVisa 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 $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-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 Columbia-Threadneedle-Investments
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