Ameriprise
Equities Portfolio Analyst
New York, New York · Part-time
No sponsorship$100k-$120kDetected 13 days ago
PythonLLMsFinancial ModelingFinancial AnalysisExcelResearchCommunicationCollaborationCFA
About the role
- 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 capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets.
Responsibilities
- Collaborate with investment analysts and portfolio managers on extensive financial analysis and company- and industry-related research projects
- Incorporate macroeconomic and thematic analysis into bottom-up company research to support investment decisions
- Strong Excel and financial modeling skills, including demonstrated ability to build three-statement models
- Strong interpersonal skills with the ability to interact effectively with investment professionals and other business partners across the firm
- The Investment Analyst will play an active role in the investment process while developing the skills needed to construct and manage institutional portfolios.
Requirements
- Bachelor's degree with a strong academic record
- Minimum of two years of experience in the financial services industry
Nice to have
- Ability to utilize large language models (LLMs) in a research or analytical workflow
- Proficiency in Python
- Progress toward the CFA designation is a plus
Compensation
- The estimated base salary for this role is $100,000- $120,000 / 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.
Benefits
- This role is an opportunity to join a large-cap U.S. equity portfolio management team, working closely with two senior portfolio managers.
- Assist in portfolio management activities including risk management and stock selection
- Learn directly from senior investment professionals while providing fundamental equity research support
Company info
- About Our Company
- Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.
- Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together.
- 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.
- Ability to work independently and to contribute as part of a team, with strict attention to detail
Equal opportunity
- Columbia Threadneedle is an equal opportunity employer.
- 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.
Visa & Work Authorization
- 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).
Apply directly at Ameriprise →Create a free account for alerts like thisView Ameriprise immigration profile
This listing is sourced directly from Ameriprise's careers page and normalized into a canonical job model.