Client Portfolio Manager, Fixed Income

About Columbia Threadneedle Investments

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 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

You will work within the Fixed Income Client Portfolio Management/Product specialist team, with a primary focus on Investment Grade Credit. We require a dynamic and flexible individual, and to have an ability and the confidence to interact with colleagues from numerous teams, and of varying seniority.

How you'll spend your time...

Client Engagement

• Strong communicator who can explain investment concepts to non-experts
• Client facing experience
• A background in Investment Grade Credit 
• Be able to foster business relationships with consultants, institutional and wholesale clients
• Support the wider team via ownership of pitch messages, materials, and RFPs.
• Help to drive the commercial agenda in terms of branding, PR, sales messages, and thought leadership. 
• Ability to present at seminars and roundtables would be an advantage. 

Leadership Responsibilities 

• work closely with Product Specialists within the CPM team
• interact effectively with distribution and marketing teams 

Personal development

• Maintain and develop investment expertise, market knowledge, and understanding Columbia Threadneedle's Fixed Income strategies
• Ability to work in a team environment will be a key requirement. 
• Attend compliance and risk training workshops as required.

Risk management

• Always act with integrity. Maintain awareness of and manage risks in line with client and regulatory requirements. Do not engage in behaviour that might have a negative impact on the proper functioning of the markets. Escalate concerns that could result in poor customer outcomes and/or a negative impact upon market integrity immediately

To be successful in this role you will have...

• Excellent verbal and written communication skills. Able to communicate with a range of audiences.
• A strong fixed income background, and a focus on Investment Grade Credit.
• Proven team player. 
• Highly numerate - need for Power Point, Excel, Bloomberg, and Aladdin skills.

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.
 

Full timePermanentInvestment 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.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

Columbia Threadneedle Investments is an equal opportunity employer. We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity 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 aid your participation in the application or interview process, speak to your recruiter to discuss how we can support you.