Equities Portfolio Analyst I (Direct Indexing)

Location: New York, New York, United States. On-site role requiring work in the office at least four days per week, with flexibility to work from home one day per week.

Base salary: $115,000–$140,000 per year, with potential variable compensation through bonuses, commissions, and/or long-term incentives.

Company

Columbia Threadneedle Investments is a global investment management business within Ameriprise Financial, with more than 2,300 employees and over 550 investment professionals across major asset classes and markets.

What you will do

• Prepare and oversee client proposals demonstrating the tax and risk impacts of transitioning portfolios to tax-efficient direct-indexing strategies.
• Troubleshoot proposal issues, conduct supplemental analysis, and explain results to internal partners.
• Support portfolio managers with account rebalancing and client requests involving cash additions, cash raises, and gifting.
• Design and coordinate with software engineers to improve or build tools for portfolio management, account onboarding, servicing, and business development.
• Collaborate on research into new strategies and applications of existing strategies.

Requirements

• 2–5 years of industry experience.
• Bachelor’s degree and commitment to pursuing the CFA designation.
• Knowledge of equity markets, modern portfolio theory, and investment concepts.
• High proficiency with Excel.
• Familiarity with multi-factor risk models, portfolio optimizers, and FactSet and/or Bloomberg.
• Proficient writing and presentation skills.
• Valid United States work authorization that does not now or in the future require visa sponsorship.

Nice to have

• Programming skills in Microsoft VBA and Python.
• Exposure to AI and generative AI technologies.

Culture & Benefits

• Client-centric, relationship-based environment centered on face-to-face collaboration and in-person idea sharing.
• Full-time, exempt position with a performance-based compensation philosophy.
• Benefits include vacation and sick time, 401(k), and health, dental, and life insurance.
• Inclusive and performance-based culture with accessibility support available during recruitment.