Business Support Analyst - Investments

Posted 7 Days Ago
Boston, MA, USA
In-Office
77K-95K Annually
Junior
Fintech • Payments • Financial Services
The Role
Provides operational and technical support to North American fixed income investment teams. Responsibilities include designing workflows and procedures, supporting reporting, onboarding, reconciliations, issue resolution, Aladdin and platform enhancements, stakeholder coordination, compliance support, and managing small to medium-sized projects and enhancement requests.
Summary Generated by Built In

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

Columbia Threadneedle Investments is a leading and evolving global asset management company. The Business Support Analyst will be involved in all activities necessary to provide operating and technical support to the North America fixed income platform and will be a key member of the team supporting the operations across the asset class. This position requires a dynamic person who will enjoy a fast-paced environment and the opportunity to quickly build expertise across multiple disciplines within the asset management business.

How you'll spend your time...

  • Design, document, and implement fixed income investment policies, procedures, and workflows that promote operational consistency, reflect best practices, and satisfy applicable compliance and regulatory requirements.
  • Serve as a primary business support resource for the tax-exempt and CLO investment teams, helping ensure day-to-day investment operations run effectively. Responsibilities include, but are not limited to, performance reporting support, tax-exempt SMA workflow assistance, account onboarding coordination, reconciliations, issue resolution, and other business support needs.
  • Partner with Operations, Legal, Compliance, Risk Management, and other internal stakeholders to maintain efficient operating processes and proactively respond to internal or external changes that may affect the business.
  • Support technology needs in coordination with internal business partners and external vendors, including: ongoing management and support of current operating systems, including general Aladdin support, implementation of system enhancements and upgrades to existing applications and workflows, and deployment of new applications that improve business processes and operating effectiveness.
  • Manage small to medium-size projects focused on developing practical, sustainable solutions to operational changes, business needs, or issues that arise.
  • Provide business support, as needed, to the North America Multi-Asset Solutions team and other North America Fixed Income investment teams, applying consistent operating standards and helping address cross-team support needs. 
  • Manages and maintains the book of work across key investment management platforms, tracking and prioritizing issues and enhancement requests raised by the investment teams.

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

  • Bachelor’s degree or equivalent work experience
  • 1-3 years of relevant experience
  • Strong problem-solving skills with the ability to produce effective recommendations to senior management
  • Strong critical thinking skills 
  • Energetic and self-motivated with the ability to work both independently and as part of a team
  • Strong interpersonal and communication skills
  • Ability to build effective relationships with both internal and external constituents
  • Ability to analyze data with attention to detail and draw meaningful insights
  • Ability to interrelate and understand increasingly complex issues
  • Ability to manage multiple responsibilities and projects concurrently

U.S. Work Authorization & 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.


Base Pay Salary

The estimated base salary for this role is $76,700 - $95,000 per 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

Business Support & Operations

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.

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.

Skills Required

  • Bachelor's degree or equivalent work experience
  • 1-3 years of relevant experience
  • Strong problem-solving skills and ability to make effective recommendations to senior management
  • Strong critical thinking skills
  • Ability to work independently and as part of a team
  • Strong interpersonal and communication skills
  • Ability to build effective internal and external relationships
  • Ability to analyze data, identify insights, and understand complex issues
  • Ability to manage multiple responsibilities and projects concurrently
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The Company
HQ: Seguin, TX
40 Employees

What We Do

RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets. AREAS OF FOCUS • Family Finances • Retirement Planning Strategies • Wealth Preservation Strategies • Investment Management • Retirement Plan Distribution • Social Security Retirement Benefits • Small Business • Business Retirement Plans • Tax Planning Strategies CONNECT WITH US Phone: 979-417-0563 | 512-873-2527 OFFICE LOCATIONS 8300 N MOPAC EXPY, Suite 100, Austin, TX 78759 107 THIS WAY, Suite A, Lake Jackson, TX 77566 1 IKEA-RBFCU PKWY, Live Oak, TX 78233-2792 Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

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