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About the Role
The Equities Portfolio Analyst position supports a Direct Indexing team managing quant-oriented, tax-efficient SMA strategies. This role is created to support AUM growth, requiring interaction with Sales, Product, and Investment Technology.
Responsibilities
- Oversee and manage proposals sent to clients demonstrating tax and risk impacts of transitioning their portfolio(s) to a Tax Efficient strategy.
- Troubleshoot issues and pursue supplemental analysis when needed.
- Explain results to internal partners when needed.
- Pursue operational efficiencies by designing and coordinating with software engineers to improve or build new tools related to portfolio management, account onboarding and servicing or business development processes.
- Support Portfolio Managers in rebalancing accounts and respond to client requests such as cash additions, cash raises and gifting.
- Collaborate to perform research on new strategies and/or new applications of existing strategies.
Requirements
- 2-5 years industry experience
- Bachelor’s degree with commitment to pursuing CFA designation
- Knowledge of Equities markets, modern portfolio theory, and investment concepts
- Programming skills: Microsoft VBA, python are preferred.
- High proficiency using Excel is required.
- Familiarity with multi-factor risk models, portfolio optimizers, Factset and/or Bloomberg
- Proficient writing and presenting skills
- Exposure to AI and generative AI technologies preferred
- 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).
Skills
- Microsoft VBA
- Python
- Excel
- Multi-factor risk models
- Portfolio optimizers
- Factset
- Bloomberg
- AI
- Generative AI
Location
- United States
Work Type
- Full time
- Hybrid
Experience Level
- 2-5 years
Education Level
- Bachelor’s degree
- CFA designation
Salary/Compensations
- $115,000- $140,000 / year
Benefits
- Vacation time
- Sick time
- 401(k)
- Health insurance
- Dental insurance
- Life insurance
About the 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.
- 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.
Equal Opportunity
- 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.