You will work directly with portfolio managers and analysts in the team, becoming familiar with our rules-based active equity ETF strategies. The role requires gaining proficiency in our proprietary rules-based investment approach as it applies to active ETFs, including considerations such as creation/redemption processes, authorized participant relationships, and intraday liquidity management.
Your initial responsibilities will be centered on active ETF portfolio management duties. Over time, upon mastery of the investment processes, the role will provide opportunities to collaborate across various disciplines including product and distribution teams.
How you'll spend your time...
- You will work with Senior Portfolio Managers in implementing active equity ETF strategies, including daily portfolio optimization and ETF creation/redemption management.
- Monitor portfolio risks and daily events and rebalance portfolios through our proprietary systems to deliver stated investment mandates and maintain ETF efficiency.
- Responsible for preparing and analyzing various reports and data sets for external clients and internal partners.
- Responsible for participating in prospective client and existing client meetings with the relationship management and distributions teams.
- Responsible for testing new portfolio management tools, procedures, and processes. Over time we expect the applicant to lead such activities.
- Over time, you will assume more responsibilities and will coordinate with internal departments and external vendors.
- Over time, you will be responsible for becoming proficient in the team’s portfolio management research applications and quantitative tools.
- Over time, you will be responsible for managing projects, proactively seeking solutions and driving programming development that can enhance portfolio outcomes, operational efficiency, and ETF competitiveness in the marketplace.
To be successful in this role you will have...
- Extensive background in the asset management industry.
- Demonstrate equity portfolio management abilities based on prior experience.
- A comfort level with quantitative tools with strong quantitative and analytical skills.
- Experienced with quant model constructions and application of quantitative research to portfolio construction process.
- Excellent written and verbal communication skills.
- Ability to build collaborative relationships.
If you also had this, it would be great…
- Equity ETF experience in Europe.
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.
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