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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 reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together. Our capability is diverse with more than 550 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. 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.

Job Description

Primary Purpose of Job Serves as a core member of the U. S. Small-Cap Value investment team, supporting the Lead Portfolio Manager in the day-to-day management of the Columbia Small Cap Value Discovery and Columbia Small Cap VIP funds. Conducts deep-dive fundamental equity research across a broad universe of small- and micro-cap companies, developing differentiated investment views that directly inform portfolio construction and stock selection decisions. Operates with a high degree of ownership and accountability, integrating primary source analysis, financial modeling, and management engagement to generate actionable recommendations in a data-sparse, episodically liquid market environment. Columbia Threadneedle's U. S. Small-Cap Value team is seeking an experienced equity research analyst / portfolio manager to cover a broad universe of small cap US stocks. This is a high-ownership, high-accountability seat on a small team that prizes intellectual rigor, disciplined execution, and independent thinking. The analyst will be expected to develop and maintain deep, differentiated views ideally across a wide range of industries and companies over time.

What You'll Do

The analyst / portfolio manager will be responsible for building and maintaining institutional-grade research across a broad coverage universe. This means conducting multi-source analysis that integrates a broad range of fundamental data and direct management engagement. They will track operational and financial metrics across coverage names on a multi-quarter basis, develop and maintain financial models including price targets, and synthesize findings into actionable investment recommendations for the lead PM. The analyst / portfolio manager is expected to proactively incorporate new research tools and technology into their workflow, and to continuously raise the quality and efficiency of the team's process.

What We're Looking For

The ideal candidate has 5-10 years of experience. With a comfort covering a wide range of small-cap companies across sectors and market cycles. They are a self-starter who works hard, showing acumen around independent research willing to research underfollowed companies.

Qualifications

The candidate should have approximately 5-10 years of buy-side equity research experience. Strong financial modeling skills and comfort with primary source analysis (transcripts, SEC filings, NDRs, research trips, etc.) are required. The candidate should be able to communicate investment rationale efficiently and effectively to other PMs as well as trading team. Ideally, they will have experience presenting investment ideas and philosophy externally to clients and consultants. An MBA or CFA designation is preferred but not required. Occasional travel.

Visa Sponsorship

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).

In-Office Collaboration

In-Office Collaboration: We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary

Base Pay Salary The estimated base salary for this role is $165,000- $180,000 / 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. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Investment Management Line of Business AMINV US Asset Management 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 fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.

Equal Opportunity Employer

Columbia Threadneedle is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. 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.

About Ameriprise Financial

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth.

Explore Opportunities

Explore opportunities within each business and region below.

Ameriprise US | Careers

Ameriprise India | Careers

Columbia Threadneedle Investments US | Careers

Columbia Threadneedle Investments EMEA APAC | Careers

RiverSource | Careers