Equities Portfolio Analyst I

About the role

The Equities Portfolio Analyst position supports a Direct Indexing team, which manages quant-oriented tax efficient SMA strategies. The role is being created to support AUM growth. Primary responsibilities are to oversee and manage preparing proposals for prospective clients, supporting portfolio managers in rebalancing accounts and pursue operational efficiencies with respect to various business processes. Role will require interacting with key functions such as Sales, Product and Investment Technology.

Responsibilities

• Oversee and manage proposals sent to clients demonstrating tax and risk impacts of transitioning their portfolio(s) to a Tax Efficient strategy. Trouble shoot issues and pursue supplemental analysis, when needed. Explain results to internal partners, when needed.
• Pursue operational efficiencies by designing and coordinating with software engineers to improve or build new tools related to portfolio management, account onboarding and servicing or business development processes.
• Support Portfolio Managers in rebalancing accounts and respond to client requests such as cash additions, cash raises and gifting. Collaborate to perform research on new strategies and/or new applications of existing strategies.

Requirements

• 2-5 years industry experience
• Bachelor's degree with commitment to pursuing CFA designation
• Knowledge of Equities markets, modern portfolio theory, and investment concepts
• Programming skills: Microsoft VBA, python are preferred. High proficiency using Excel is required.
• Familiarity with multi-factor risk models, portfolio optimizers, Factset and/or Bloomberg
• Proficient writing and presenting skills
• Exposure to AI and generative AI technologies preferred

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.

Pay and benefits

The estimated base salary for this role is $115,000- $140,000 / 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.