At a Glance
- Tasks: Manage active equity ETFs and collaborate with portfolio managers on innovative strategies.
- Company: Join Columbia Threadneedle Investments, a global leader in asset management.
- Benefits: Enjoy career growth, flexible working options, and a diverse, inclusive workplace.
- Why this job: Make an impact in the finance world while developing your skills in a dynamic environment.
- Qualifications: Experience in asset management and strong analytical skills are essential.
- Other info: Opportunities for collaboration across teams and projects as you grow.
The predicted salary is between 36000 - 60000 £ per year.
We are launching a range of UCITS Active Equity ETFs across the UK and Europe and are looking to add a Portfolio Manager to our London based Equities team. This role will report to a Senior Portfolio Manager located in New York. You will work directly with portfolio managers and analysts in the team, becoming familiar with our rules-based active equity ETF strategies. The role requires gaining proficiency in our proprietary rules-based investment approach as it applies to active ETFs, including considerations such as creation/redemption processes, authorized participant relationships, and intraday liquidity management.
Your initial responsibilities will be centered on active ETF portfolio management duties. Over time, upon mastery of the investment processes, the role will provide opportunities to collaborate across various disciplines including product and distribution teams.
Responsibilities- You will work with Senior Portfolio Managers in implementing active equity ETF strategies, including daily portfolio optimization and ETF creation/redemption management.
- Monitor portfolio risks and daily events and rebalance portfolios through our proprietary systems to deliver stated investment mandates and maintain ETF efficiency.
- Responsible for preparing and analyzing various reports and data sets for external clients and internal partners.
- Participate in prospective client and existing client meetings with the relationship management and distributions teams.
- Test new portfolio management tools, procedures, and processes.
- Over time, you will assume more responsibilities and will coordinate with internal departments and external vendors.
- Become proficient in the team’s portfolio management research applications and quantitative tools.
- Manage projects, proactively seeking solutions and driving programming development that can enhance portfolio outcomes, operational efficiency, and ETF competitiveness in the marketplace.
- Extensive background in the asset management industry.
- Demonstrate equity portfolio management abilities based on prior experience.
- A comfort level with quantitative tools with strong quantitative and analytical skills.
- Experienced with quant model constructions and application of quantitative research to portfolio construction process.
- Excellent written and verbal communication skills.
- Ability to build collaborative relationships.
- Nice to have Equity ETF experience in Europe.
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.
Portfolio Manager - Active Equity ETFs employer: Threadneedle group
Contact Detail:
Threadneedle group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager - Active Equity ETFs
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, and don’t be shy about reaching out to current employees at companies you’re interested in. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience with equity portfolio management and quantitative tools. We want to see how you can bring value to the team, so share specific examples of your past successes!
✨Be Ready for the Interview
Prepare for those interviews by brushing up on your knowledge of active equity ETFs and the creation/redemption processes. We recommend practising common interview questions and even doing mock interviews with friends to build your confidence.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and take the initiative to reach out directly.
We think you need these skills to ace Portfolio Manager - Active Equity ETFs
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Manager role. Highlight your experience in equity portfolio management and any relevant quantitative skills. We want to see how your background aligns with our active equity ETF strategies!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about active equity ETFs and how your skills can contribute to our team. Keep it engaging and make it personal – we love to see your personality come through!
Showcase Your Analytical Skills: Since this role requires strong analytical abilities, be sure to include examples of how you've used quantitative tools in your previous roles. We’re looking for evidence of your comfort with data and how you’ve applied it to portfolio management.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details about the role and our company culture there!
How to prepare for a job interview at Threadneedle group
✨Know Your ETFs
Make sure you brush up on your knowledge of active equity ETFs, especially the creation/redemption processes and liquidity management. Familiarise yourself with the specific strategies used by the company, as this will show your genuine interest and preparedness.
✨Quantitative Skills Matter
Since the role requires strong quantitative and analytical skills, be ready to discuss your experience with quant model constructions. Prepare examples of how you've applied quantitative research in portfolio management to demonstrate your expertise.
✨Communication is Key
You'll need to communicate effectively with both internal teams and clients. Practice articulating complex concepts clearly and concisely. Think about past experiences where you successfully built collaborative relationships and be ready to share those stories.
✨Show Initiative
The job involves managing projects and seeking solutions proactively. Be prepared to discuss instances where you've taken the lead on a project or improved a process. This will highlight your ability to drive development and enhance portfolio outcomes.