Equities Portfolio Analyst II

Columbia Threadneedle Tax Efficient Portfolio Solutions team manages tax efficient Separately Managed account (SMA) strategies. The strategy, also known as Direct Indexing within the industry, is experiencing robust growth. Quantitative techniques and technology-based solutions are employed to manage client portfolios. The Analyst role is an integral member of the Portfolio Management team and will be involved in Business Development, Portfolio Management, Research and Tech Automation activities. The ideal candidate is a self-starter who is comfortable in both working independently and collaborating with teams. Curiosity, attention to detail, ability to work under tight deadlines and good communication skills are important qualities to be successful in this role.

Responsibilities:

 

-          Oversee and manage proposals sent to clients demonstrating tax and risk impacts of transitioning their portfolio(s) to a Tax Efficient strategy. Trouble shoot issues and pursue supplemental analysis, when needed. Explain results to internal partners, when needed. 

-          Support Portfolio Managers in rebalancing accounts. Independently rebalance a segment of accounts and respond to client requests such as cash additions, cash raises and gifting.

-          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

-          Collaborate to perform research on new strategies and/or new applications of existing strategies. Follow developments with 3rd party partners such as index and risk model providers

-          Ability to work independently or coordinate when needed

 

Requirements:

 

-          3-5 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

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 year-end 2024. Our team of 22,000 people across 19 countries, serves 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.

The estimated base salary for this role is $125,000- $150,000 / 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, 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.

Full timeExemptInvestment ManagementAMINV US Asset Management