Description

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 2,300 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

You will serve as the primary oversight professional for a portfolio of internally managed investment strategies,
acting as the day-to-day point of contact between the 5P Team and the firm's investment teams. This is a senior
investment professional role that requires credibility, judgment, and analytical depth to engage in peer-to-peer
investment discussions with senior portfolio managers across the firm. 

You will be responsible for continuous monitoring, problem recognition, strategic partnership with investment
teams, and support of client-facing professionals, all grounded in a thorough understanding of each assigned
strategy's philosophy, process, positioning, people, and performance.

The primary coverage universe for this role encompasses global equity strategies across a range of market cap
and style orientations.

About the Investment Consultancy & Oversight Team

Columbia Threadneedle Investments is one of the world's leading asset management firms, managing over $660
billion in assets on behalf of clients globally. At the heart of our commitment to investment excellence sits the
Investment Consultancy & Oversight team, known internally as the "5P team", a newly evolved, high-impact
function that sits at the intersection of investment management, analytics, and commercial strategy.

The 5P team serves as an independent advisory resource embedded within the investment organization, working
directly alongside some of the industry's most talented portfolio managers to help them deliver exceptional
outcomes for clients and strengthen the competitive positioning of their strategies in a rapidly evolving
marketplace. Following a comprehensive strategic review and a significant investment in people, technology, and
analytical infrastructure, the team is embarking on a transformation to a model of continuous, data-driven
oversight that leverages cutting-edge analytics and artificial intelligence to raise the standard of investment
excellence across the firm.

If you are a senior investment professional who combines deep analytical capability with genuine intellectual
curiosity, thrives in a collaborative environment, and wants to broaden your impact beyond a single strategy or
asset class, this is a compelling opportunity to shape the future of investment oversight at a world-class asset
management firm.

About the Role

The Coverage Analyst serves as the primary oversight professional for a portfolio of internally managed
investment strategies, acting as the day-to-day point of contact between the 5P Team and the firm's investment
teams. This is a senior investment professional role that requires credibility, judgment, and analytical depth to
engage in peer-to-peer investment discussions with senior portfolio managers across the firm. The Coverage
Analyst is responsible for continuous monitoring, problem recognition, strategic partnership with investment
teams, and support of client-facing professionals, all grounded in a thorough understanding of each assigned
strategy's philosophy, process, positioning, people, and performance.

The overriding goal of the 5P Team is to help the investment professionals at Columbia Threadneedle manage
their strategies successfully, meet our clients' investment objectives, and ultimately grow the strategies and the
firm. Every aspect of the Coverage Analyst's work should be oriented toward this goal. Oversight is not an end in
itself; it is a means of supporting better investment outcomes, stronger competitive positioning, and sustained
commercial success.

The Coverage Analyst is also the most visible representative of the 5P Team within the firm. In this capacity, the
analyst serves as an ambassador for the team's mission and value proposition, articulating clearly and credibly
what the 5P Team does, why it matters, and how it supports better investment outcomes. Building trust with
investment teams is critical to success in this role, and trust is earned through the quality of the analyst's work,
the integrity of their engagement, and their ability to add value in every interaction.

The role requires an entrepreneurial mindset. The Coverage Analyst is expected to take initiative in deepening
strategy knowledge, identifying emerging issues before they become problems, and continuously finding new
ways to enhance the quality and relevance of the team's oversight. Success depends on intellectual curiosity,
professional ownership, and a genuine commitment to raising the standard of investment oversight across the
firm.

Key Responsibilities

Strategy Underwriting & Framework Design

• Lead initial underwriting of assigned strategies, establishing a comprehensive baseline across
  philosophy, process, people, positioning, and performance.
• Define ongoing monitoring frameworks, including key metrics, dashboards, and reporting
  requirements, in partnership with Data, Analytics & Reporting.

Continuous Oversight & Monitoring

• Provide daytoday oversight of assigned strategies across all 5P dimensions.
• Conduct regular performance, process, and positioning reviews; identify early warning signals and
  emerging risks.
• Engage with each investment team at least quarterly and lead structured followups with Asset Class
  Heads to ensure visibility, escalation, and alignment.

Continuous Improvement & Partnership

• Identify opportunities for process enhancement, risk mitigation, and competitive improvement.
• Engage investment teams constructively to support the evolution and strengthening of their
  strategies over time.

Commercial Intelligence & Competitive Positioning

• Develop deep understanding of peer groups, benchmarks, market dynamics, and client and consultant expectations.
• Deliver actionable commercial insights to investment teams and collaborate with Product Managers, Client Portfolio Managers, and MultiManager Solutions (within appropriate information barriers).

PeertoPeer Investment Engagement

• Build trustbased relationships with senior portfolio managers and investment professionals.
• Participate in substantive investment discussions and provide thoughtful, independent perspectives valued by investment teams.

Ambassador for the 5P Team

• Clearly articulate the mission, role, and value of the 5P Team across the organization.
• Advocate for the importance of rigorous, independent investment oversight in driving better
  outcomes for clients and the firm.

Client, Consultant & Business Support

• Support clientfacing teams with strategylevel expertise for client inquiries, RFPs, due diligence, and competitive analysis.
• Represent the firm in meetings with clients, consultants, and platform buyers when required.

CrossTeam Collaboration

• Partner closely with Portfolio Analytics & Research and Data, Analytics & Reporting to ensure aligned
• priorities, highquality insight generation, and effective oversight infrastructure.

 We offer a competitive salary commensurate with experience, along with a comprehensive benefits package.

Requirements

To be successful in this role you will have...

• Experience in institutional investment management (e.g., portfolio management, investment
  research, risk, consulting, or manager research).
• Bachelor’s degree in Finance, Economics, or a related field; CFA strongly preferred.
• Proven ability to engage credibly with senior portfolio managers in peertopeer investment
  discussions.
• Strong foundation in portfolio theory, risk management, performance attribution, and competitive
  analysis.
• Excellent written and verbal communication skills.
• Strong judgment, professional ownership, and ability to manage multiple priorities independently.

It would be great if you also had...

• Familiarity with regulatory and compliance frameworks relevant to investment oversight.
• Proficiency with Aladdin, Bloomberg, FactSet, and institutional analytics platforms.

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.