Senior Small-Cap Value Portfolio Manager

Columbia Threadneedle Investments; Boston (MA); On-site; USD 165,000 - 180,000; Full time

Job summary

Columbia Threadneedle Investments is seeking an experienced equity research analyst / portfolio manager to cover a broad universe of small-cap US stocks. The role emphasizes ownership, rigorous independent analysis, and actionable stock ideas to inform portfolio construction.

The ideal candidate has 5–10 years buy-side experience with strong financial modeling and primary-source research. MBA or CFA is preferred but not required; some travel may be involved.

Qualifications

• Strong financial modeling skills and comfort with primary source analysis (transcripts, SEC filings, NDRs, research trips).
• Able to communicate investment rationale efficiently to PMs and trading team.
• Ideally able to present investment ideas and philosophy to clients and consultants.

Responsibilities

• Build and maintain institutional-grade research across a broad coverage universe.
• Integrate multi-source data and management engagement to generate actionable recommendations.
• Develop and maintain financial models including price targets; raise quality and efficiency of the workflow.

Skills

Financial modeling

Primary source analysis

Investment rationale

Independent research

Education

MBA or CFA preferred

Job description

Columbia Threadneedle Investments is seeking an experienced equity research analyst / portfolio manager to cover a broad universe of small-cap US stocks. The role emphasizes ownership, rigorous independent analysis, and actionable stock ideas to inform portfolio construction.

The ideal candidate has 5–10 years buy-side experience with strong financial modeling and primary-source research. MBA or CFA is preferred but not required; some travel may be involved.