LDI Portfolio Manager

Posted 10 Hours Ago
Be an Early Applicant
London, Greater London, England, GBR
In-Office
Senior level
Fintech
The Role
Manage LDI and derivative portfolios, construct hedges aligned to client liabilities, monitor risk and performance using Aladdin, trade OTC derivatives, develop market views and products, prepare client reports and presentations, ensure regulatory and control compliance, and coach PM team talent.
Summary Generated by Built In

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

We are recruiting for an LDI Portfolio Manager, supporting and working in the Portfolio Management team. We are responsible for managing derivative and LDI portfolios and providing market input for the LDI team.

How you’ll spend your time…

Manage assigned portfolios consistent with the investment process, client objectives and regulatory requirements
Manage and understand investment risk, in line with client and regulatory requirements and ensure that effective risk management and controls are in place
Construct and monitor portfolios based upon investment policy and investment process
Use Aladdin for risk management and assist in its development
Overseeing OTC derivative transactions with investment banks, accessing the market as applicable in a manner that is in the client’s best interest and consistent with ‘best execution’
Achieve target investment performance with risk efficiency
Understand and monitor performance and risk attribution in relation to the implemented investment policy
Monitor restrictions and triggers in portfolios
Risk management of pooled fund and segregated mandates – responsible for relevant daily/weekly/monthly oversight and controls
Developing and expressing market views, analysing opportunities for clients, selecting trading opportunities for delegated mandates
Reviewing relative value opportunities between varying government bonds and swaps
Analysis of current products/mandates and development of new products
Analysing liabilities and determining appropriate hedge instruments
Checking/preparing written client communication/commentary/reports
Verbal presentations to clients and consultants
Engagement with regulatory developments and changes
Review of control processes and implement enhancements
Maintaining relationships with investment banks’ trading desks and other key partners
Contributing to the development of talent within the PM team and wider business

To be successful in this role you will have…
Portfolio management experience in Liability Driven Investment or closely related area  
Motivation to learn and a desire to succeed.
Strong analytical skills and attention to detail
Highly numerate with problem solving skills
Able to multi-task in a fast-paced world with competing priorities
Good communicator and team player
Extensive experience in a relevant role such as institutional portfolio management, investment consultancy etc.

If you also had this, it would be great…
In-depth knowledge of defined benefit pensions schemes strategy and regulation – primarily UK, Ireland, Netherlands & Germany
CFA Charterholder
Coding skills e.g. Python & VBA
Experience of Aladdin
A degree in Finance, Maths, Science or Engineering.

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-Time/Part-Time

Full time

Worker Sub Type

Permanent

Job Family Group

Investment 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.

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

  • Portfolio management experience in Liability Driven Investment or closely related area
  • Extensive experience in institutional portfolio management or investment consultancy
  • Experience managing derivative and LDI portfolios and overseeing OTC derivative transactions
  • Strong analytical skills and attention to detail
  • Highly numerate with problem solving skills
  • Able to multi-task in a fast-paced environment with competing priorities
  • Good communicator and team player; presenting to clients and consultants
  • In-office presence at least four days per week
  • In-depth knowledge of defined benefit pensions strategy and regulation (UK, Ireland, Netherlands & Germany)
  • CFA charterholder
  • Coding skills (e.g., Python and VBA)
  • Experience of Aladdin
  • Degree in Finance, Maths, Science or Engineering

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: Minneapolis, MN
16,649 Employees
Year Founded: 1894

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.

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