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
You will support and enhance the Business Development and Investor Relations (‘BD & IR’) function within the Private Equity (‘PE’) business. Acting as a key link between investment teams, distribution and clients. You will contribute to fundraising, product positioning, investor communication and client engagement for all PE products as well as operational matters pertaining to the PE business.You will work closely with the Director responsible for BD & IR, and you will develop deep product expertise to ensure consistent, high-quality communication of investment strategies. This is an excellent opportunity to get involved in all areas of BD, IR and fundraising across the PE business supporting its continued growth.
How you'll spend your time...
Business Development & Fundraising:
Support global fundraising initiatives across private equity products and programmes
Assist with pipeline management, investor targeting and coordination with Distribution teams
Engage with and oversee placing agents
Contribute to new product development and launches
Investor Relations & Client Coverage:
Support and attend client meetings, presentations and due diligence sessions
Build relationships with existing and prospective investors and consultants
Prepare and respond to ad hoc investor queries, Due Diligence Questionnaires and ongoing reporting requests
Maintain and manage data rooms and investor communications
Product Positioning & Marketing Materials:
Assist in developing and maintaining product positioning and messaging
Prepare and update marketing materials including presentations, executive summaries, teasers, covering email templates, private placement memoranda, Request For Proposal/information responses, press releases, website.
Ensure consistency and quality across all communications
Operational & Client Relationship Management:
Plan, coordinate and attend individual meetings and broader roadshows / marketing trips
Maintain Client Relationship Management systems (e.g. Salesforce) and other marketing tracking tools
Maintain and update Funds Under Management data
Regularly update consultant and industry databases
Review and update policy, procedure and guideline documents annually
Cross-Functional Collaboration:
Partner with Investment, Distribution, Legal, Compliance, Risk, Tax, Finance, Company Secretarial, Responsible Investment, Operational and Product colleagues
Support regulatory and operational processes (e.g. Anti-Money Laundering/Know Your Customer/Customer Due Diligence/Ongoing Due Diligence, Business Continuity Plan, Vendor Risk Assessment(s), Records Information Management, Business-T(s), Risk & Control Self-Assessment, Conflicts of Interest, Bank Holding Company Act/Volcker and Internal Audit(s))
Contribute to internal reporting and business processes
Market Insights & Internal Support:
Monitor private equity market trends and competitor activity
Engage with industry bodies
Support internal education of Distribution teams and other departmental stakeholders
Contribute to investment and product-related materials where relevant
To be successful in this role you will have...
Client facing experience in fundraising or investor relations
Strong communication and interpersonal skills
High attention to detail and organisational ability
Analytical mindset and problem-solving capability
Self-starter with strong work ethic and ability to multi-task
Experience working with senior stakeholders
It would be great if you also had...
Understanding of alternatives, ideally private equity
Experience in private equity, asset management or related fields
Understanding of institutional, wholesale and retail investors as well as the associated reporting/regulatory requirements
Prior relevant experience
Professional qualification, e.g. CFA, CA, IMC or equivalent
Key Stakeholders
External clients, consultants, industry bodies and placing agents
Distribution / Client coverage teams
Legal, Compliance, Risk, Tax, Finance, Company Secretarial, Responsible Investment, Operational and Product teams
Private Equity Investment colleagues
Product Specialist leader
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 - client, 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-Time/Part-Time
Worker Sub Type
Job Family Group
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.
Skills Required
- Client-facing experience in fundraising or investor relations
- Strong communication and interpersonal skills
- High attention to detail and organisational ability
- Analytical mindset and problem-solving capability
- Self-starter with strong work ethic and ability to multi-task
- Experience working with senior stakeholders
- Understanding of alternatives, ideally private equity
- Experience in private equity, asset management or related fields
- Understanding of institutional, wholesale and retail investor reporting/regulatory requirements
- Professional qualification (e.g., CFA, CA, IMC or equivalent)
Ameriprise Financial Services, LLC Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ameriprise Financial Services, LLC and has not been reviewed or approved by Ameriprise Financial Services, LLC.
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Retirement Support — Feedback suggests a 401(k) with company contributions and financial well‑being programs strengthens long‑term savings. Employee stock purchase access and planning subsidies further support retirement readiness.
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Strong & Reliable Incentives — Feedback suggests annual and long‑term performance incentives, alongside variable or commission components in advisor roles, can create meaningful upside for certain positions. Licensing support and bonus opportunities reinforce a performance‑linked pay mix.
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Flexible Benefits — Feedback suggests flexible work options, the ability to purchase extra vacation, and paid volunteer time provide adaptable benefits for different life needs. On‑site clinic and fitness resources at headquarters and wellbeing programs add convenient lifestyle support.
Ameriprise Financial Services, LLC Insights
What We Do
Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals. We believe that with the right advisor, the right advice, and the right firm, life can be brilliant. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Learn how you can build your career at Ameriprise Financial. *Ameriprise Financial Q2 2020 Statistical Supplement All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested. By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial. Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.
