Performance Analyst

Ameriprise Financial Services, LLC; Greater London; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid work model

In-office collaboration four days a?e

Job summary

Columbia Threadneedle Investments is seeking a Performance Analytics professional to support investment performance measurement initiatives. You will collect, verify, and analyze performance data for clients, materials, investment professionals and management.

The role emphasizes data integrity, reports and collaboration, with in-office presence and flexibility in hybrid arrangements. Prior experience in investment management and strong Excel skills are valued.

Qualifications

• Educated in Business, Finance, Accounting, or equivalent.
• Experience in investment management or financial services.
• Strong numerical and communication skills; able to work independently.

Responsibilities

• Collect and update performance information such as portfolio and benchmark data.
• Analyze returns using performance system tools to resolve issues.
• Produce and distribute performance measurement and attribution reports.
• Prepare standard and ad-hoc performance reports daily/weekly/monthly.
• Interpret performance questions from clients, marketing, and management.
• Participate in projects to automate report solutions or other analytics initiatives.

Skills

Numerical skills

Communication skills

Problem solving

Organizational skills

Independent work

Excel

Team player

Education

Business/Finance/Accounting degree

Tools

Microsoft Excel

Microsoft Access

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 you will have… _

• 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.