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    4. Responsible Investing Portfolio Management Analyst 2022
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    You’ll find the promise we make to our clients is the same one we make to our employees: Your success is our priority.

    Here, you’ll find growth and career opportunities across all our businesses. We’re intentionally built to help you succeed. Our reach is expansive with a global team of 2,000 people working together. Our expertise is diverse with more than 450 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 build tailored solutions matched to clients’ specific requirements.

    Columbia Threadneedle is a people business and we recognise that our success is due to our talented and dedicated people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive work environment that supports the diversity of our employees and reflects our broader communities and client-base. We encourage applications from returners to the industry.

    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.

    Job purpose statement

    As a Responsible Investing Portfolio Management Analyst, you will provide operational and analytical RI support to a team of equity portfolio managers.

    RI analysts are a specialised source of ESG information and engagement and operate as a bridge between an investment team, internal research teams and both its internal and external clients.

    Role responsibilities

    We’re looking for a detail-oriented problem solver to join our team of Equity portfolio managers.  The person who will be successful in this role will be someone who thrives in a fast-paced environment, takes initiative, is a continuous learner, and is able to prioritize tasks for themselves and others.

    What you’ll do

    • Work closely with several portfolio managers to support the foundational aspects of responsible investing portfolio construction and implementation , including monitoring portfolio exposures to internal and external analytical frameworks, providing daily, monthly, and quarterly portfolio reporting and ensuring that portfolios comply with client guidelines and applicable regulations.
    • Act as the primary point of contact between portfolio management team and internal business partners especially the RI capability and Research. Where necessary they will have to connect with representatives from compliance, operations and data teams. 
    • Troubleshoot issues, lead portfolio management teams through operational and technological changes and participate in platform implementation activity. 
    • Create responsible investing analysis including supporting engagement efforts of the team as well as reporting to support the investment management process.
    • Maintain an up-to-date knowledge of the RI characteristics of the desk’s strategies.
    • Gathering RI data at a stock and fund level to support portfolio management and client reporting. 
    • Share best practice with other equity desks.

    What you’ll like about the role

    • Opportunity to gain exposure to responsible investing, equity fund management or other aspects of the asset management business, as your interests dictate.
    • Make an impactful contribution to the success of the team and helping clients achieve their investment goals.
    • An organization with steadfast commitment to diversity and inclusion.
    • A working climate that values and supports different perspectives and culture.

    Key capabilities

    • Bachelor’s degree or equivalent work experience.
    • Strong interpersonal skills with the ability to interface with multiple teams at multiple levels.
    • Interest in learning more about financial markets, the asset management business and leadership competencies.
    • Technological aptitude with Microsoft Office, an interest in programming languages and an ability to quickly learn specialized investment systems.
    • Attention to detail, accuracy, and timeliness, and a cooperative can-do attitude
    • Excellent oral, written and presentation skills
    • Ability to work under tight deadlines

    Desired capabilities

    • Understanding of key RI themes and fund management industry drivers. 
    • Understanding of institutional and retail distribution channels.
    • Industry qualification (e.g. IMC, CFA, CFA ESG) or work towards it.
    • Foreign language skills beneficial.
    • Experience of industry data providers (Bloomberg, eVestment, Aladdin, etc).