We are seeking a motivated equity analyst to progress quickly into a junior portfolio manager role, with responsibility for managing several country-specific equity portfolios in line with Pyrford's disciplined, long-term investment process.
How will you spend your time...
• Screening stocks for potential further research.
• Analysing company annual reports.
• Preparing for and attending company and sell-side analyst meetings.
• Formulating and presenting investment proposals for inclusion in portfolios.
• Updating the team on current holdings in the investment portfolios.
• Assisting in administrative tasks for the desk and the wider firm.
• Travelling to Asia on company meeting/research trips.
• Taking responsibility for the ESG (environmental, social and governance) considerations of investment decisions
This role would ideally suit an existing equity analyst or junior portfolio manager keen to take on more responsibility. The role would also suit an individual involved in the analysis of industry or company trends relevant to Asia equity markets.
To be successful in this role you will have...
•Prior experience working in financial markets and direct equity investing, ideally within asset management, investment banking or accounting.
• Be comfortable with excel and financial modelling
• An understanding of accounting and basic valuation techniques
• A genuine interest in Asian equities and long-term investing
• An understanding of what makes a successful investment
• An inquisitive nature with an attention to detail
• Willingness to take the initiative and be a self-starter
• Willingness to travel for the purposes of investment research
If you also had, it would be great...
• CFA or currently working towards Level 3
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 2,500 people working together. Our expertise is diverse with more than 650 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.
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 providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.
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.
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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
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