
Equities Portfolio Analyst
NEW YORK, NY · HybridJob$100–120K/yrSeen todaySeen in employer's feed today
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Job overview
The Equities Portfolio Analyst joins a large-cap U.S. equity portfolio management team and works closely with two senior portfolio managers. The role contributes to investment decisions through portfolio management, financial analysis, company and industry research, and engagement with public company executives. It also provides exposure to senior investment professionals and opportunities to develop portfolio construction and management skills.
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Full job description
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 DescriptionThis role is an opportunity to join a large-cap U.S. equity portfolio management team, working closely with two senior portfolio managers. The Investment Analyst will play an active role in the investment process while developing the skills needed to construct and manage institutional portfolios. The position offers direct access to senior investment professionals across the firm as well as regular engagement with corporate C-suite executives, providing an exceptional foundation for a long-term career in equity investing.Responsibilities * Assist in portfolio management activities including risk management and stock selection * Collaborate with investment analysts and portfolio managers on extensive financial analysis and company- and industry-related research projects * Incorporate macroeconomic and thematic analysis into bottom-up company research to support investment decisions * Interact with public company executives both in our offices and in the field * Learn directly from senior investment professionals while providing fundamental equity research support * Provide investment insight and meaningfully impact the investment process beyond number crunchingRequired Qualifications * Bachelor's degree with a strong academic record * Minimum of two years of experience in the financial services industry * Strong Excel and financial modeling skills, including demonstrated ability to build three-statement models * Strong written and verbal communication skills * Strong interpersonal skills with the ability to interact effectively with investment professionals and other business partners across the firm * Ability to work independently and to contribute as part of a team, with strict attention to detailPreferred Qualifications * Ability to utilize large language models (LLMs) in a research or analytical workflow * Proficiency in Python * Demonstrated interest in continuous learning and professional development. * Passion for equity investing and financial markets * Progress toward the CFA designation is a plusVisa SponsorshipApplicants 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 CollaborationWe 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 SalaryThe estimated base salary for this role is $100,000- $120,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical wor
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