Performance Analyst

About Columbia Threadneedle Investments

Working at Columbia Threadneedle Investments, you will find growth and career opportunities across all of our businesses. We are intentionally built to help you succeed. With a global team of 2,300 people, our capability is diverse, featuring more than 550 investment professionals who share global perspectives across all major asset classes and markets. Our clients benefit from a broad array of investment strategies, and we have the capability to create bespoke solutions matched to specific requirements. Our unwavering focus on clients and strong financial foundation connects our enterprise businesses: Ameriprise Financial, Columbia Threadneedle Investments, and RiverSource Insurance and Annuities.

Job Description

In this role, you will support initiatives specific to investment performance measurement and analysis. This involves collecting, communicating, measuring, and analyzing investment performance information to ensure accuracy and the delivery of time-sensitive performance data for clients, marketing materials, investment professionals, and all levels of management.

What You Will Do

• Collect and update performance information, such as portfolio and benchmark data.
• Reconcile and analyze returns generated by the performance system using analytical tools to identify and resolve issues.
• Produce, develop, ensure the data integrity of, and distribute performance measurement and attribution reports.
• Prepare standard and ad-hoc performance and attribution reports on a daily, weekly, or monthly basis to support investment management, sales, and client reporting.
• Effectively interpret, analyze, and communicate performance-related questions from clients, marketing, investment professionals, and management.
• Participate in project-oriented initiatives to meet the objectives of the performance analytics department, either in a team or self-directed environment, such as automating report solutions or participating in departmental projects.

What You Will Bring (Required Qualifications)

• Education in Business, Finance, Accounting, or equivalent.
• Experience in investment management or financial services.
• Strong numerical and communication skills, both oral and written.
• Critical thinking ability with strong problem-solving skills.
• Strong organizational skills.
• Ability to work independently.
• Proficiency with Microsoft Office Tools, such as Microsoft Excel and Access.
• A strong team player who is able to successfully meet deadlines.

Preferred Qualifications (Nice to Have)

• Familiarity with investment and performance measurement concepts.
• Work experience specific to performance measurement and analytics.
• Proficiency with data and report automation.
• Experience with performance systems, such as FactSet and Aladdin.

In-Office Collaboration Details

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.

Job Specifications

Employment Type: Full time

Worker Sub Type: Permanent

Job Family Group: Mutual Fund Operations

Columbia Threadneedle is a people business, and we recognize 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 realize 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.