Portfolio Analyst

Ameriprise Financial; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A global financial services firm seeks a Portfolio Analyst to join their Investment Grade, Fixed Income team in London. The candidate will support experienced Portfolio Managers in implementing investment strategies, while demonstrating strong analytical and data skills. Ideal qualifications include an understanding of Fixed Income, the ability to work both independently and collaboratively, and familiarity with tools such as Bloomberg and Python. This role offers opportunities for growth within an inclusive workplace.

Qualifications

• Strong analytical and data skills essential.
• Ability and interest in understanding corporate earnings.
• Hard working and diligent in tasks.

Responsibilities

• Support Portfolio Managers and Analysts on the Investment Grade desk.
• Implement investment ideas into Investment Grade Credit funds.
• Manage Investment Grade portfolios efficiently.

Skills

Data analysis

Understanding of Fixed Income

Investment strategies in Credit

Ability to work independently

Team player

Multi-tasking

Efficient data handling

Challenging issues respectfully

Tools

Bloomberg

Python

Aladdin OMS

Job description

We have a great a great opportunity for a Portfolio Analyst to join our Investment Grade, Fixed Income investment team based in London. The ideal candidate will bring strong data and analytical skills to the role.

How you’ll spend your time…

• Supporting the experienced Portfolio Managers and Portfolio Analysts on the Investment Grade desk in London
• Working very closely with the Portfolio Managers to implement investment ideas into Investment Grade Credit funds
• You will support with the efficient management of the Investment Grade portfolios
• Additional complimentary tasks in support of the credit desk and fixed income

To be successful in this role you will have…

• An understanding of Fixed Income
• A keen interest in and understanding of corporate earnings and accounts
• An ability to understand investment strategies in Credit
• An ability to respectfully challenge and debate issues and securities with Analyst and Portfolio Manager colleagues
• An ability to work independently, while being a strong team player
• An ability to multi-task and to manage multiple trade tickets (primary and secondary) at once
• An ability to treat data efficiently
• Knowledge of Bloomberg
• Hard working and diligent

If you also had this, it would be great…

• Knowledge of Aladdin OMS
• Strong data skills – Python, Bloomberg Code
• Knowledge of operational workflow

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.