Performance Analyst

50100 Threadneedle Ast Mgt Hld Ltd; City Of London; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

Columbia Threadneedle Investments is seeking a performance analytics professional to support initiatives around investment performance measurement and analysis. You will collect, communicate, measure, and analyze performance data to ensure accuracy and timely reporting for clients, marketing materials, investment professionals and management.

You will update portfolio and benchmark data, reconcile returns, produce attribution reports, and develop standard/ad-hoc reports to support investment

Qualifications

• Educated in Business, Finance, Accounting, or equivalent.
• Experience in investment management or financial services.
• Strong numerical and communication skills, both oral and written.
• Critical thinker with strong problem solving skills.
• Strong organizational skills.
• Ability to work independently.
• Proficiency with Microsoft Office Tools, such as Microsoft Excel and Access.
• A strong team player who is able to successfully meet deadlines.

Responsibilities

• Collecting and updating performance information such as portfolio and benchmark data; reconciling and analyzing returns.
• Producing, developing, ensuring the data integrity, and distributing performance measurement and attribution reports.
• Preparing standard and ad-hoc performance and attribution reports on a daily/weekly/monthly basis for investment management, sales, and client reporting.
• Interpreting, analyzing, and communicating performance-related questions from clients, marketing, investment professionals and management.
• Participating in project-oriented initiatives to meet the objectives of the performance analytics department, including automating report solutions.

Skills

Numerical ability

Communication skills

Independent work

Team player

Problem solving

Education

Business/Finance/Accounting related degree

Tools

Microsoft Excel

Access

FactSet

Aladdin

Job description

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

In this role you will support initiatives specific to investment performance measurement and analysis. It involves collecting, communicating, measuring, and analyzing investment performance information to ensure accuracy and the delivery of time-sensitive performance information for clients, marketing materials, investment professionals, and all levels of management.

How you will spend your time

• Collecting and updating performance information such as portfolio and benchmark data, Reconciling and analyzing returns generated by performance system using analytical tools to identify and resolve issues.
• Producing, developing, ensuring the data integrity, and distributing performance measurement and attribution reports.
• Preparing standard and ad-hoc performance and attribution reports on a daily / weekly / monthly basis that support investment management, sales, and client reporting.
• Effectively interpreting, analyzing, and communicating performance related questions from clients, marketing, investment professionals and management.
• Participating in project-oriented initiatives to meet the objectives of the performance analytics department either in a team or self-directed environment, such as automating report solutions or participating in departmental projects.

To be successful in this role

• Educated in Business, Finance, Accounting, or equivalent
• Experience in investment management or financial services
• Strong numerical and communication skills, both oral and written.
• Critical thinker with strong problem solving skills
• Strong organizational skills
• Ability to work independently
• Proficiency with Microsoft Office Tools, such as Microsoft Excel and Access
• A strong team player who is able to successfully meet deadlines

It would be great if you also had

• Familiarity with investment and performance measurement concepts
• Work experience specific to performance measurement and analytics
• Proficient with data and report automation
• Experience with performance systems, such as FactSet and Aladdin

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-Time/Part-Time Full time Worker Sub Type Permanent Job Family Group Mutual Fund Operations

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.

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth. Explore opportunities within each business and region below.

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