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© All Rights Reserved. ApplyBlast.com
Columbia Threadneedle Investments
The Equities Portfolio Analyst I supports a Direct Indexing team managing quant-oriented tax-efficient SMA strategies, focusing on AUM growth through client proposals, portfolio rebalancing, and operational efficiencies. The role involves collaborating with Sales, Product, and Investment Technology functions to enhance business processes and support portfolio managers. It requires strong analytical skills, programming proficiency, and familiarity with investment concepts and risk models.
Columbia Threadneedle Investments offers a range of investor resources including perspectives from fund managers on the future of investing. Learn more.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Columbia Threadneedle Investments.
28% above the average for this role