Sr. Portfolio Analyst
Threadneedle group, Minneapolis, MN, United States
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 As a Senior Portfolio Analyst on the Structured Products team, you will contribute to the management of a wide range of fixed income investment vehicles and strategies including Quality Income, Mortgage Opportunities, Strategic Income and Core Plus. Responsibilities include performing data analysis on performance, risk, market dynamics & opportunities, and portfolio construction. This role requires somebody who wants to go above and beyond and thrives in a dynamic environment. You will work closely with several portfolio managers, traders, and research analysts on short-term and long-term projects to ensure superior performance for our clients. To be most successful, you will need to blend curiosity, flexibility, and precision.
Responsibilities
Manage fundamental aspects of portfolio monitoring, such as drivers of performance, reporting, and risk monitoring.
Work with a broad set of partners to ensure portfolios operate smoothly and within guidelines.
Contribute to building portfolios by working with data, creating operational processes, and evaluating investment ideas.
Develop monitors, reports, and presentations for portfolio management, internal partners, and clients.
Become knowledgeable & proficient in several data and investment systems, such as Bloomberg, Excel, and BlackRock Solutions.
Qualifications
Bachelor’s degree or equivalent work experience
2-3 years experience
Strong interpersonal skills with the ability to interface with multiple teams and individuals at various levels.
Ability to combine superior problem-solving and analytical skills with effective communication of data-supported ideas.
Demonstrated interest in financial markets and concepts.
Technological aptitude with Microsoft Office, programming languages, and an ability to quickly learn specialized investment systems.
Proven intellectual curiosity
Attention to detail, accuracy, and timeliness, and a cooperative can-do attitude
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 $100,000–$130,000 / 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.
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Job Description As a Senior Portfolio Analyst on the Structured Products team, you will contribute to the management of a wide range of fixed income investment vehicles and strategies including Quality Income, Mortgage Opportunities, Strategic Income and Core Plus. Responsibilities include performing data analysis on performance, risk, market dynamics & opportunities, and portfolio construction. This role requires somebody who wants to go above and beyond and thrives in a dynamic environment. You will work closely with several portfolio managers, traders, and research analysts on short-term and long-term projects to ensure superior performance for our clients. To be most successful, you will need to blend curiosity, flexibility, and precision.
Responsibilities
Manage fundamental aspects of portfolio monitoring, such as drivers of performance, reporting, and risk monitoring.
Work with a broad set of partners to ensure portfolios operate smoothly and within guidelines.
Contribute to building portfolios by working with data, creating operational processes, and evaluating investment ideas.
Develop monitors, reports, and presentations for portfolio management, internal partners, and clients.
Become knowledgeable & proficient in several data and investment systems, such as Bloomberg, Excel, and BlackRock Solutions.
Qualifications
Bachelor’s degree or equivalent work experience
2-3 years experience
Strong interpersonal skills with the ability to interface with multiple teams and individuals at various levels.
Ability to combine superior problem-solving and analytical skills with effective communication of data-supported ideas.
Demonstrated interest in financial markets and concepts.
Technological aptitude with Microsoft Office, programming languages, and an ability to quickly learn specialized investment systems.
Proven intellectual curiosity
Attention to detail, accuracy, and timeliness, and a cooperative can-do attitude
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 $100,000–$130,000 / 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.
#J-18808-Ljbffr