Conduct research and oversight of investment managers for a $80 billion Multi-Manager Solutions platform. Lead due diligence processes and enhance manager screening and analytical methods.
Responsible for conducting research and selection/oversight of investment managers to be used in Columbia Threadneedle’s open architecture investment solutions as well as helping globalize and extend our $80+ billion USD Multi-Manager Solutions platform footprint. In this position you will conduct investment manager research and selection through a rigorous due diligence process for all investment managers in assigned coverage area.
You will have extensive background in manager research covering multiple asset classes, both public and private (i.e. real estate, infrastructure, etc), and including sustainable investment strategies. You must be able to independently manage search/selection activity and oversight of managers in a broad universe of asset classes. You will also recommend and implement enhancements to manager screening, research, portfolio construction and analytical processes with the goal of continuous improvement.
Full timePermanentInvestment Management
You will have extensive background in manager research covering multiple asset classes, both public and private (i.e. real estate, infrastructure, etc), and including sustainable investment strategies. You must be able to independently manage search/selection activity and oversight of managers in a broad universe of asset classes. You will also recommend and implement enhancements to manager screening, research, portfolio construction and analytical processes with the goal of continuous improvement.
How you'll spend your time...
- Serve as lead analyst representing Columbia Threadneedle Investments in due diligence discussions with investment managers within assigned asset classes.
- Lead the subadvisor/multi-manager selection and due diligence process within assigned asset classes, including collaboration with cross-organizational groups tasked with decision making. Engage all stakeholders in the process while leading towards a consensus-based decision.
- Lead the investment component of initial and ongoing due diligence with investment team at current and prospective investment managers. Structure interviews with investment staff including CIO, PM, Analysts, and Traders; doing so in a balanced fashion that obtains valuable insight quickly while maintaining a positive tone, while asking challenging and difficult questions.
- Serve as back up analyst, supporting other analysts in their research and coverage.
- Present investment ideas and review existing portfolios directly with our clients in various global markets (UK, Netherlands, US).
- Develop quantitative and reporting tools to objectively evaluate sub-advisory/multi-manager platform and screening processes with goal of finding areas for improvement.
- Work with portfolio management teams to support portfolio construction process, including optimal manager weightings, identifying manager factor exposures, attribution analysis, etc.
- Lead development of materials for the various governance bodies overseeing our business, responsible for the accuracy for all content of internally prepared materials and investment manager-prepared materials.
- Monitor trends in the capital markets, competitors, changes in people and ownership.
- Work with clients and consultants to develop investment guidelines and parameters to inform research and search efforts.
- Perform ad-hoc and ongoing surveillance of funds’ performance, people, process, and culture.
To be successful in this role you will have...
- Prior investment management experience, with extensive background across traditional and alternative investment strategies, both public and private (i.e., real estate, infrastructure, etc), including sustainable investment strategies.
- Deep understanding of various investment processes and organizational models employed throughout the asset management industry, and ability to compare current candidates with best-in-class firms.
- Ability to communicate complex and abstract concepts clearly and concisely, both written and verbally.
- Ability to interact with personnel at all levels of an asset management organization at and consultant firms, representing Columbia Threadneedle Investments in a highly professional manner.
- Thorough familiarity with major analytical tools employed by manager research analysts (Preqin, FactSet, Aladdin, eVestment, Bloomberg, Morningstar, Dasseti, etc.)
If you also had this, it would be great...
- Prior multi-manager research/selection experience
- Fluent in Dutch language, to allow for seamless communication with our large Dutch client base
- Progress towards or interest in pursuing master’s degree, Chartered Financial Analyst (CFA) designation, and/or the CFA Institute's Certificate in Sustainable Investing.
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.
Full-Time/Part-Time
Worker Sub Type
Job Family Group
Top Skills
Aladdin
Bloomberg
Dasseti
Evestment
Factset
Morningstar
Preqin
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