At a Glance
- Tasks: Manage LDI portfolios and provide market insights while ensuring risk management.
- Company: Join a global investment firm with a focus on client success and collaboration.
- Benefits: Competitive salary, career growth, and a supportive work environment.
- Other info: Flexible working options and a commitment to diversity and inclusion.
- Why this job: Make a real impact in investment management while developing your skills.
- Qualifications: Experience in portfolio management and strong analytical skills required.
The predicted salary is between 54000 - 66000 £ 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.
Job Description
We are recruiting for an LDI Portfolio Manager, supporting and working in the Portfolio Management team. We are responsible for managing derivative and LDI portfolios and providing market input for the LDI team.
How you’ll spend your time…
- Manage assigned portfolios consistent with the investment process, client objectives and regulatory requirements
- Manage and understand investment risk, in line with client and regulatory requirements and ensure that effective risk management and controls are in place
- Construct and monitor portfolios based upon investment policy and investment process
- Use Aladdin for risk management and assist in its development
- Overseeing OTC derivative transactions with investment banks, accessing the market as applicable in a manner that is in the client’s best interest and consistent with ‘best execution’
- Achieve target investment performance with risk efficiency
- Understand and monitor performance and risk attribution in relation to the implemented investment policy
- Monitor restrictions and triggers in portfolios
- Risk management of pooled fund and segregated mandates – responsible for relevant daily/weekly/monthly oversight and controls
- Developing and expressing market views, analysing opportunities for clients, selecting trading opportunities for delegated mandates
- Reviewing relative value opportunities between varying government bonds and swaps
- Analysis of current products/mandates and development of new products
- Analysing liabilities and determining appropriate hedge instruments
- Checking/preparing written client communication/commentary/reports
- Verbal presentations to clients and consultants
- Engagement with regulatory developments and changes
- Review of control processes and implement enhancements
- Maintaining relationships with investment banks’ trading desks and other key partners
- Contributing to the development of talent within the PM team and wider business
To be successful in this role you will have…
- Portfolio management experience in Liability Driven Investment or closely related area
- Motivation to learn and a desire to succeed.
- Strong analytical skills and attention to detail
- Highly numerate with problem solving skills
- Able to multi-task in a fast-paced world with competing priorities
- Good communicator and team player
- Extensive experience in a relevant role such as institutional portfolio management, investment consultancy etc.
If you also had this, it would be great…
- In-depth knowledge of defined benefit pensions schemes strategy and regulation – primarily UK, Ireland, Netherlands & Germany
- CFA Charterholder
- Coding skills e.g. Python & VBA
- Experience of Aladdin
- A degree in Finance, Maths, Science or Engineering.
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.
Full-Time/Part-Time
Full time
Worker Sub Type
Permanent
Job Family Group
Investment 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.
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.
Summary
Location: London, United Kingdom
Type: Full time
LDI Portfolio Manager in London employer: Ameriprise Financial
Columbia Threadneedle Investments is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. Employees benefit from a strong commitment to professional development, with ample opportunities for growth and learning in the field of equity risk management. The company's inclusive culture fosters teamwork and encourages open communication, making it an ideal place for those looking to make a meaningful impact in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land LDI Portfolio Manager in London
✨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 LDI Portfolio Manager in London
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.
