Senior Portfolio Strategist

In this new role you will work in conjunction with the Chief Portfolio Strategist, responsible for shaping the position of Columbia Threadneedle Investments on overall market strategies and implications.

You will communicate and present these views to educate clients, media, and sales channels with the goal of guiding them toward value-added investment decisions.

As part of your role as Senior Portfolio Strategist, you will have the opportunity to contribute to the development of flagship thought leadership related to global markets across institutional and retail channels.

This role reports into our Chief Portfolio Strategist who reports into our Head of North America Product & Business Intelligence.

Key Responsibilities

• Responsible for shaping and articulating our investments points of views and portfolio implications across Fixed Income, Equities, and Alternatives.
• Work with the firm's portfolio managers, research analysts, distribution leadership and product teams to identify unique perspectives, insights, and actionable views on capital markets.
• Incorporate and address specific asset class themes and communicate and present these views to educate clients, media, and sales channels with the goal of guiding them towards good investment decisions.
• Partnering with Chief Portfolio Strategist, contribute to a series of investment thought leadership materials, including (but not limited to) a quarterly review of capital markets insights and forward-looking opportunities, for use within our Institutional and Intermediary sales channels.
• Maintain thorough/relevant market, economic and asset class knowledge to represent the company's views on markets and the investment outlook in a variety of formats including in-person meetings, podcasts and research reports.

Required Qualifications

• Strong knowledge of the investment industry and portfolio strategy.
• 7+ years industry experience, preferably with an asset manager, private bank, or wealth manager, with a foundation in economics, or asset class specialization.
• Ability to articulate investment view within macroeconomic framework on economic sectors and individual securities.
• Ability to communicate investment views on economic individual securities to audiences with differing degrees of investment knowledge.
• Excellent relationship and leadership skills.
• Ability to travel within the United States.

Preferred Qualifications

• CFA, CIMA, or CAIA

About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

New York Residents Only: The estimated base salary for this role is $160,000-$200,000 per year. Base salaries are determined in part based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that support all aspects of your health and well-being.

Full time

Exempt

Marketing/Product Management

AMINV US Asset Management