Equities Portfolio Analyst I

Ameriprise; New York (NY); Hybrid; USD 115,000 - 140,000; Full time

Job summary

Columbia Threadneedle Investments is seeking an Equities Portfolio Analyst to support a Direct Indexing team, handling proposals, client interactions, and collaboration with Sales, Product, and Investment Technology. The role focuses on tax-efficient SMA strategies and operational improvements.

You’ll work with Portfolio Managers on rebalancing, research new strategies, and help drive efficiency across portfolios, with responsibilities across client-facing and internal teams in a hybrid

Qualifications

• Bachelor's degree; commitment to CFA designation.
• Knowledge of equities markets and modern portfolio theory.
• Proficient in Excel; VBA and Python preferred.
• Experience with multi-factor risk models; Bloomberg/Factset familiarity.
• Strong writing and presentation skills; client-facing ability.

Responsibilities

• Oversee client proposals and explain tax and risk impacts of transitions.
• Design and coordinate tools with software engineers to improve portfolio workflows.
• Support rebalancing and respond to client requests; assist research on new strategies.

Skills

Equities markets

Modern portfolio theory

Proficient writing/presenting

Excel proficient

VBA

Python

Factset familiarity

Bloomberg familiarity

AI exposure

Education

Bachelor’s degree

Pursuing CFA designation

Tools

Microsoft VBA

Python

Excel

Factset

Bloomberg

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.