National Accounts Analyst: Client Growth & Analytics

Columbia Threadneedle Investments

Boston (MA)

Hybrid

USD 70,000 - 90,000

Full time

7 days ago

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Benefits offered by this job

401(k)

Health, dental and life insurances

In-office collaboration

Job summary

Columbia Threadneedle Investments in Boston is seeking a National Accounts Analyst to support strategic home office relationships, platform distribution initiatives, and business analytics across major intermediary channels. This role provides exposure to asset management, platform strategy, client servicing, and cross-functional collaboration, with career growth opportunities.

You will develop reports, dashboards, and client-ready materials, coordinate due diligence, and contribute to data

Qualifications

1-2 years in financial services with interest in financial markets and asset management.
Bachelor's degree in Finance, Business, Economics, or related discipline.
FINRA Series 7 and Series 66 licenses required.

Responsibilities

Analyze sales, asset flow, platform activity, and market data to identify trends, risks, and opportunities.
Prepare and maintain recurring reports, dashboards, territory reviews, and performance analytics for National Accounts.
Develop client-ready materials including presentations, business reviews, product updates, reporting packages, and platform deliverables.
Support due diligence by coordinating requests and maintaining submission records.
Maintain CRM records, platform data, pipelines, and client interactions for data quality and reporting accuracy.
Coordinate meetings, events, and logistics across stakeholders.
Partner with Product, Marketing, Legal, Compliance, Operations to deliver priorities and meet deadlines.
Build expertise in investment products and intermediary distribution channels.