At a Glance
- Tasks: Analyse investment performance and create insightful reports for clients and management.
- Company: Join a global leader in investment management with a focus on growth and collaboration.
- Benefits: Enjoy competitive pay, flexible work options, and opportunities for professional development.
- Other info: Work in a dynamic team environment with excellent career advancement opportunities.
- Why this job: Make a real impact by supporting investment strategies and enhancing client experiences.
- Qualifications: Studying Business, Finance, or related fields; strong analytical and communication skills required.
The predicted salary is between 37800 - 46200 £ per year.
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.
In this role you will support initiatives specific to investment performance measurement and analysis. It involves collecting, communicating, measuring, and analyzing investment performance information to ensure accuracy and the delivery of time-sensitive performance information for clients, marketing materials, investment professionals, and all levels of management.
How you will spend your time...
- Collecting and updating performance information such as portfolio and benchmark data,
- Reconciling and analyzing returns generated by performance system using analytical tools to identify and resolve issues.
- Producing, developing, ensuring the data integrity, and distributing performance measurement and attribution reports.
- Preparing standard and ad-hoc performance and attribution reports on a daily / weekly / monthly basis that support investment management, sales, and client reporting.
- Effectively interpreting, analyzing, and communicating performance related questions from clients, marketing, investment professionals and management.
- Participating in project-oriented initiatives to meet the objectives of the performance analytics department either in a team or self-directed environment, such as automating report solutions or participating in departmental projects.
To be successful in this role you will have...
- Educated in Business, Finance, Accounting, or equivalent
- Experience in investment management or financial services
- Strong numerical and communication skills, both oral and written.
- Critical thinker with strong problem solving skills
- Strong organizational skills
- Ability to work independently
- Proficiency with Microsoft Office Tools, such as Microsoft Excel and Access
- A strong team player who is able to successfully meet deadlines
It would be great if you also had...
- Familiarity with investment and performance measurement concepts
- Work experience specific to performance measurement and analytics
- Proficient with data and report automation
- Experience with performance systems, such as FactSet and Aladdin
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.
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.
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.
Columbia Threadneedle Investments is an equal opportunity employer. We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity 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 aid your participation in the application or interview process, speak to your recruiter to discuss how we can support you.
Location: London, United Kingdom
Type: Full time
Performance Analyst in Kennington employer: Ameriprise Financial
Columbia Threadneedle Investments is an exceptional employer located in Swindon, offering a dynamic work environment that prioritises collaboration and personal growth. With a strong commitment to inclusivity and employee development, we provide ample opportunities for career advancement while maintaining a healthy work-life balance. Our culture fosters innovation and efficiency, making it an ideal place for professionals seeking meaningful and rewarding employment in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Performance Analyst in Kennington
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ameriprise Financial. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Performance Analyst in Kennington
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ameriprise Financial.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ameriprise Financial's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ameriprise Financial
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ameriprise Financial.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ameriprise Financial will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ameriprise Financial employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
