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 similar
Knowledge of investments, fund accounting and reporting.
5-7 years 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 communications skills
Strong organizational skills
Ability to work independently
Requirements
Curiosity about financial markets
Work experience specific to performance measurement and analytics
Experience with investment analytic systems like FactSet or BlackRock
CIPM, CFA or eager 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:
Base Pay Salary
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Mutual Fund Operations
Line of Business
AMINV US Asset Management
We are committed to fostering an inclusive and accessible recruitment process fo
Benefits
Health insuranceDental insurance401(k)Paid time offPerformance bonus
Additional Information
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.
Ameriprise · Minneapolis, MN