Broker Relations & Commission Management Analyst
Columbia Threadneedle Investments, Boston, MA, United States
About Our Company
Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We are intentionally built to help you succeed. We have a global team of 2,300 people and more than 550 investment professionals sharing global perspectives across all major asset classes and markets.
Job Description
The Broker Relations & Commission Management Analyst supports the firm’s broker oversight framework, commission and CSA processes, and key governance workflows across the investment platform. This role is responsible for maintaining strong broker relationships, ensuring the accuracy of commission‑related data, and partnering across multiple business areas to support operational effectiveness and control standards. The position requires strong analytical skills, attention to detail, and the ability to operate independently in a dynamic, matrixed environment.
Key Responsibilities
Manage day‑to‑day broker relationships, communications, and escalation support.
Oversee commission reporting and CSA reconciliations, ensuring accuracy, transparency, and timely execution.
Coordinate the semiannual broker evaluation process, synthesizing feedback and producing actionable reporting.
Partner across trading, research, operations, compliance, legal, and leadership teams to align on priorities and support workflow, data, and system needs.
Identify and implement process improvements that enhance data quality, operational efficiency, and the internal and external stakeholder experience.
Use data‑driven insights to support decision‑making, inform governance materials, and strengthen oversight.
Contribute to cross‑functional projects and strategic initiatives, including technology enhancements and reporting improvements.
Support governance activities such as committee materials, Board updates, and regulatory inquiries.
Conduct User Access Reviews and assist with compliance‑related testing and documentation.
Preferred Requirements
5+ years of experience in broker relations, trading support, commission management, investment operations, or a related financial services function.
High attention to detail, strong analytical skills, and comfort working with financial or operational datasets.
Strong communication, coordination, and stakeholder‑management skills.
Ability to operate independently, manage multiple priorities, and adapt to change.
A collaborative mindset and the ability to influence outcomes across a matrixed environment.
Curiosity, problem‑solving capability, and a drive to improve workflows and controls.
Proficiency with Excel; Python/R; familiarity with commission systems, OMS platforms, or tools like CorpAxe is a plus.
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
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 expectations, which will be discussed during the hiring process.
Base Pay Salary
Estimated base salary for this role is $120,000–$165,000 per year. Salary may vary based on experience, knowledge, and location. Most roles are eligible for variable pay in the form of bonus, commissions, and/or long‑term incentives.
Employment Classification
Full time. Exempt. Job Family Group: Investment Management. 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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Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We are intentionally built to help you succeed. We have a global team of 2,300 people and more than 550 investment professionals sharing global perspectives across all major asset classes and markets.
Job Description
The Broker Relations & Commission Management Analyst supports the firm’s broker oversight framework, commission and CSA processes, and key governance workflows across the investment platform. This role is responsible for maintaining strong broker relationships, ensuring the accuracy of commission‑related data, and partnering across multiple business areas to support operational effectiveness and control standards. The position requires strong analytical skills, attention to detail, and the ability to operate independently in a dynamic, matrixed environment.
Key Responsibilities
Manage day‑to‑day broker relationships, communications, and escalation support.
Oversee commission reporting and CSA reconciliations, ensuring accuracy, transparency, and timely execution.
Coordinate the semiannual broker evaluation process, synthesizing feedback and producing actionable reporting.
Partner across trading, research, operations, compliance, legal, and leadership teams to align on priorities and support workflow, data, and system needs.
Identify and implement process improvements that enhance data quality, operational efficiency, and the internal and external stakeholder experience.
Use data‑driven insights to support decision‑making, inform governance materials, and strengthen oversight.
Contribute to cross‑functional projects and strategic initiatives, including technology enhancements and reporting improvements.
Support governance activities such as committee materials, Board updates, and regulatory inquiries.
Conduct User Access Reviews and assist with compliance‑related testing and documentation.
Preferred Requirements
5+ years of experience in broker relations, trading support, commission management, investment operations, or a related financial services function.
High attention to detail, strong analytical skills, and comfort working with financial or operational datasets.
Strong communication, coordination, and stakeholder‑management skills.
Ability to operate independently, manage multiple priorities, and adapt to change.
A collaborative mindset and the ability to influence outcomes across a matrixed environment.
Curiosity, problem‑solving capability, and a drive to improve workflows and controls.
Proficiency with Excel; Python/R; familiarity with commission systems, OMS platforms, or tools like CorpAxe is a plus.
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
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 expectations, which will be discussed during the hiring process.
Base Pay Salary
Estimated base salary for this role is $120,000–$165,000 per year. Salary may vary based on experience, knowledge, and location. Most roles are eligible for variable pay in the form of bonus, commissions, and/or long‑term incentives.
Employment Classification
Full time. Exempt. Job Family Group: Investment Management. 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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