Equities Portfolio Analyst I

00036 Columbia Mgmt Invst Adv LLC; New York (NY); Hybrid; USD 115,000 - 140,000; Full time

Job summary

Columbia Threadneedle Investments in New York seeks an Equities Portfolio Analyst to support a Direct Indexing team focused on quantitative, tax-efficient SMA strategies. You will oversee client proposals, assist portfolio managers with account rebalancing, and collaborate with Sales, Product and Investment Technology to drive operational efficiency.

The role requires 2–5 years of experience, a bachelor’s degree with CFA pursuit, strong Excel, VBA and Python skills, and familiarity with risk

Qualifications

• Bachelor’s degree; CFA designation pursued.
• 2–5 years industry experience.
• Knowledge of equities markets and modern portfolio theory.
• Proficiency in VBA and Python; advanced Excel.
• Experience with AI technologies preferred.

Responsibilities

• Oversee proposals to clients showing tax and risk impacts of transitioning portfolios to a Tax Efficient strategy.
• Design and coordinate with software engineers to improve or build new portfolio-management tools.
• Support Portfolio Managers in rebalancing accounts and respond to client requests.

Skills

VBA programming

Python

Excel proficiency

Writing/presentation skills

AI exposure

Education

Bachelor’s degree with CFA pursuit

Tools

FactSet

Bloomberg

Portfolio optimizers

Job description

About Our 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.

Job Description

The Equities Portfolio Analyst position supports a Direct Indexing team, which manages quant-oriented tax efficient SMA strategies. The role is being created to support AUM growth. Primary responsibilities are to oversee and manage preparing proposals for prospective clients, supporting portfolio managers in rebalancing accounts and pursue operational efficiencies with respect to various business processes. Role will require interacting with key functions such as 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. Trouble shoot 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

Visa Sponsorship 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).

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.

Base Pay Salary

The estimated base salary for this role is $115,000- $140,000 / 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.

Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Investment Management Line of Business AMINV US Asset 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. 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.

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. Ameriprise US | Careers Ameriprise India | Careers Columbia Threadneedle Investments US | Careers Columbia Threadneedle Investments EMEA APAC | Careers RiverSource | Careers

Can I check the status of my application? Yes, you can check the status of your submitted application. To do so, you will need to log into the Candidate Homepage with your username and password. What information is required to apply for a job? Requirements vary by position, state and/or region. Be prepared to provide work history, resume, and contact information at a minimum.