Senior Performance Analyst

About Columbia Threadneedle Investments

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 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

Where you’ll fit in & what our team goals are…

You will support initiatives specific to investment performance measurement and analysis. Your role involves collecting, communicating, measuring, and analysing investment performance information to ensure accuracy and the delivery of time-sensitive performance information for clients, marketing materials, investment professionals, and all levels of management.

How you'll spend your time...

• Performance attribution reporting for Equity portfolios and other asset classes such as Multi-asset and Commodities.

• Reporting and analysis of Equity portfolio and benchmark characteristics, including the required support of client reports, Factsheets, and RFP process.

• Oversight and daily maintenance of the portfolio analytics and attribution systems and methodologies.

• Identifying efficiency gaps and improvement opportunities, driving process change through automation and programming.

• Design, development, and implementation of new analytical tools to help monitor and explain performance and characteristics of portfolios.

• Support of the global business objectives, while proactively seeking collaboration opportunities.

• Collect and update performance information such as portfolio and benchmark data.

• Reconcile and analyze returns generated by the performance system using analytical tools to identify and resolve issues.

• Produce, develop, ensure the data integrity, and distribute performance measurement and attribution reports.

• Prepare standard and ad-hoc performance and attribution reports on a daily / weekly / monthly basis that support investment management, sales, and client reporting.

• Effectively interpret, analyze, and communicate performance related questions from clients, marketing, investment professionals and management. 

• Participate in project-oriented initiatives to meet the objectives of the performance analytics department either in a team or self-directed environment, such as automating report solutions or participating in departmental projects.

To be successful in this role you will have...

• Good knowledge of financial markets, investment processes, and financial instruments.

• Experience of working with large data sets using advanced data interrogation techniques and applications.

• Good knowledge and understanding of investment accounting and investment data, including accounting systems.

• Understanding financial statements, financial ratios, fixed income analytics such as durations, credit spreads, and yields.

• Expertise in Microsoft Office applications with emphasis on Excel.

• Excellent written and verbal communication skills with the ability to interact effectively and confidently with internal teams and external clients.

• Excellent problem-solving and critical-thinking skills, design and articulate solutions and implement change.

• Strong team player with the ability to work independently to successfully meet deadlines, as well as operating as part of a wider team and department.

• Established work experience in investment management or financial services.

• Strong numerical and communication skills, both oral and written.

• Critical thinker with strong problem solving skills.

• Strong organizational skills.

If you also had this, it would be great...

• Familiarity with investment and performance measurement concepts.

• Work experience specific to performance measurement and analytics.

• Proficient with data and report automation.

• Experience with performance systems, such as FactSet and Aladdin.

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.

Full timePermanentMutual Fund Operations

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.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

Columbia Threadneedle Investments is an equal opportunity employer. We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity 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 aid your participation in the application or interview process, speak to your recruiter to discuss how we can support you.