Small/Mid Cap Value Analyst

Ameriprise Financial, Inc.
New York, USA
Apr 24, 2019
May 23, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2000 people including over 450 investment professionals based in North America, Europe and Asia, we manage over $400 billion of assets (as of May 2018) across developed and emerging market equities, fixed income, asset allocation solutions and alternatives. Our priority is the investment success of our clients. We know investors want strong and repeatable risk-adjusted returns and we aim to deliver this through an active and consistent investment approach that is team-based, risk-aware and performance-driven.

Job Description:

The successful applicant will work directly with Portfolio Managers covering small- and mid-cap value equities by becoming familiar with their products and portfolios and supporting and contributing directly to the team's investment processes.

  • Systematically generate investment opportunities that are in accordance with the team's processes.
  • Utilize the team's tools and techniques to generate ideas.
  • Manage the quantitative tools, processes and databases required to run stock selection screens and generate ideas.
  • Filter investment opportunities derived from the quantitative tools.
  • Perform fundamental security analysis for presentation and discussion on the team.
  • Conduct meetings with company management.
  • Interact, not only with the portfolio management team, but also with Columbia Threadneedle's internal fundamental research team in deriving recommendations for portfolio equity investments.
  • Participate in client and industry consultant meetings.

Required Qualifications:
  • BA, BS or master's degrees in economics or finance demonstrating intellectual ability and rigor.
  • 3-5+ years of experience related to company investment analysis.
  • A strong comfort level with quantitative tools and analytics (preferably advanced).
  • Familiarity with portfolio management tools such as FactSet, Bloomberg, etc.
  • Demonstrated work ethic and willingness to invest in their careers.
  • Strong organizational skills, coupled with an ability to take initiative.
  • A working knowledge of Excel, macros and VBA (or the equivalent).
  • Ability to integrate and function effectively on a team that places clients first and is dedicated to sustaining excellence.
  • Ability to focus on, and pay attention to, details that will lead to an error free investment management process.
  • Ability to work effectively under multiple and tight deadlines.

Preferred Qualifications:
  • CFA designation, or progress towards CFA designation.
  • Strong preference will be given to candidates with buy-side asset management experience.
  • Practical knowledge of data science, big data and the tools needed to operate in that environment.
  • Experience with FactSet/Bloomberg data screening, Excel VBA, SQL Server/Access databases, and any statistical/mathematical programming language such as R, Python or Matlab.


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