At a Glance
- Tasks: Manage LDI portfolios and provide market insights while ensuring client objectives are met.
- Company: Join a global investment firm focused on client success and career growth.
- Benefits: Full-time role with flexible working options and a supportive team environment.
- Other info: Collaborative culture with opportunities for professional development and learning.
- Why this job: Make a real impact in portfolio management and develop your skills in a dynamic setting.
- Qualifications: Experience in portfolio management and strong analytical skills required.
The predicted salary is between 60000 - 80000 £ per year.
About Columbia Threadneedle Investments
Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.
We are 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 River Source Insurance and Annuities.
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.
Responsibilities
- 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
- Oversee 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
- Develop and express market views, analyse opportunities for clients, select trading opportunities for delegated mandates
- Review relative value opportunities between varying government bonds and swaps
- Analyse current products/mandates and develop new products
- Analyse liabilities and determine appropriate hedge instruments
- Check/prepared written client communication/commentary/reports
- Verbal presentations to clients and consultants
- Engage with regulatory developments and changes
- Review control processes and implement enhancements
- Maintain relationships with investment banks’ trading desks and other key partners
- Contribute to the development of talent within the PM team and wider business
Qualifications
- 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
- Ability 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.
- Additional Desired Experience
- 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
- Employment & Working Conditions
Full time, permanent.
We are a client‑centric, relationship‑based business.
Working together in‑person is foundational to how we achieve results.
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.
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.
Equal Opportunity Employer
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.
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LDI Portfolio Manager in London employer: Columbia Threadneedle Investments
Columbia Threadneedle Investments is an excellent employer, offering a dynamic work culture that prioritises collaboration and employee engagement. With a strong focus on professional development, employees have access to numerous growth opportunities within the global HR landscape, particularly in the vibrant EMEA and APAC regions. The company's commitment to compliance and operational excellence ensures that team members can thrive in a supportive environment while making a meaningful impact.
Contact Details:
Columbia Threadneedle Investments Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land LDI Portfolio Manager in London
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Columbia Threadneedle Investments, who often scout for talent at such events.
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Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Columbia Threadneedle Investments.
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Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Columbia Threadneedle Investments.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Columbia Threadneedle Investments, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace LDI Portfolio Manager in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Columbia Threadneedle Investments want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
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Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Columbia Threadneedle Investments will be keen to see that passion and how you keep up with industry news and developments.
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How to prepare for a job interview at Columbia Threadneedle Investments
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Columbia Threadneedle Investments want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withColumbia Threadneedle Investments.
