Senior Investment Performance Analyst
Columbia Threadneedle Investments, 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 We are hiring a Senior Investment Performance Analyst to support initiatives specific to investment performance measurement and analysis. In this role, you will be collecting, calculating, measuring and analyzing investment performance and presenting results to internal business clients including Marketing, Client Reporting, Portfolio Managers, Senior Business Leaders, Compliance, Product Development and other partners.
Key Responsibilities
Calculation and analysis of relevant fund performance and other analytical data, including ad‑hoc data requests.
Production of recurring deliverables provided to internal business partners.
Actively support implementation of changes impacting performance, including development of solutions.
Partner with internal organizations to ensure data quality and to identify and resolve issues related to reporting.
Ensure documentation of relevant processes are complete, detailed and well‑maintained.
Work on ad‑hoc projects as needed.
Required Qualifications
BS/BA degree in Business, Finance, Accounting, or a related field.
Knowledge of investments, fund accounting and reporting.
5‑7 years of work experience in the financial services or investment management industry.
A standout colleague who can efficiently meet fast‑paced target dates.
Critical thinker with strong problem‑solving skills.
Strong verbal and written communication skills.
Strong organizational skills.
Ability to work independently.
Preferred Qualifications
Curiosity about financial markets.
Work experience specific to performance measurement and analytics.
Experience with investment analytic systems like FactSet or BlackRock.
CIPM, CFA or an eagerness to pursue.
Proficiency with Microsoft Excel and Access.
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 $74,800‑$101,000 per 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 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
Mutual Fund Operations
Line of Business
AMINV US Asset Management
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 We are hiring a Senior Investment Performance Analyst to support initiatives specific to investment performance measurement and analysis. In this role, you will be collecting, calculating, measuring and analyzing investment performance and presenting results to internal business clients including Marketing, Client Reporting, Portfolio Managers, Senior Business Leaders, Compliance, Product Development and other partners.
Key Responsibilities
Calculation and analysis of relevant fund performance and other analytical data, including ad‑hoc data requests.
Production of recurring deliverables provided to internal business partners.
Actively support implementation of changes impacting performance, including development of solutions.
Partner with internal organizations to ensure data quality and to identify and resolve issues related to reporting.
Ensure documentation of relevant processes are complete, detailed and well‑maintained.
Work on ad‑hoc projects as needed.
Required Qualifications
BS/BA degree in Business, Finance, Accounting, or a related field.
Knowledge of investments, fund accounting and reporting.
5‑7 years of work experience in the financial services or investment management industry.
A standout colleague who can efficiently meet fast‑paced target dates.
Critical thinker with strong problem‑solving skills.
Strong verbal and written communication skills.
Strong organizational skills.
Ability to work independently.
Preferred Qualifications
Curiosity about financial markets.
Work experience specific to performance measurement and analytics.
Experience with investment analytic systems like FactSet or BlackRock.
CIPM, CFA or an eagerness to pursue.
Proficiency with Microsoft Excel and Access.
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 $74,800‑$101,000 per 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 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
Mutual Fund Operations
Line of Business
AMINV US Asset Management
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