You will be responsible for conducting research and selection/oversight of investment managers to be used in our open architecture investment solutions as well as helping globalize and extend our $50+ billion Multi-Manager platform footprint.
You will conduct investment manager selection and due diligence and complete thorough analysis for all investment managers in assigned coverage area.
How you'll spend your time...
Representing Columbia Threadneedle in due diligence discussions with current and prospective investment management firms in a variety of asset classes with a focus on identifying and recommending best-in-class strategies for investment.
Independently lead detailed discussions with investment staff at investment managers including CEO, CIO, PMs, Analysts, and Traders to gain necessary insight into the firm and their investment process, seeking to identify high-conviction investment strategies in a variety of asset classes.
Work with Multi-Manager team to develop/enhance quantitative tools to objectively evaluate multi-manager platform and screening processes with goal of finding areas for improvement.
Work with our Investment Solutions Portfolio Construction and Research Team to identify new asset classes and searches to support the growth of our open architecture investment solutions business.
Work directly with clients, consultants and investment teams to support portfolio construction process, including designing search mandates, recommending optimal manager weightings, evaluating risk exposures, etc.
Lead development of materials for the fund boards, clients and other investment review committees as necessary for managers/strategies in assigned coverage area.
Work with clients and consultants to develop investment guidelines and parameters to inform research and search efforts.
Perform ad-hoc and ongoing surveillance of multi-managed funds' performance, people, process, and culture.
Familiarity with different type of asset owners (insurance, DB, endowment, etc.) and how their unique needs may shape their risk budgets and manager searches.
Proactively stay abreast of industry and capital market evolution to inform our investment process.
To be successful in this role you will have...
Deep understanding of various investment processes and organisational models employed throughout the asset management industry.
Strong multi-asset background (equity, fixed income, alternatives) is beneficial however equity specialists will also be considered.
Thorough understanding of common European pooled investment vehicle requirements and regulations (UCITS, SICAV, etc.).
Ability to communicate complex and abstract concepts clearly and concisely, both written and verbally.
Ability to interact with personnel at all levels of asset management and consultant firms and represent the firm in a highly professional manner.
Thorough familiarity with major analytical tools employed by analysts (FactSet, Aladdin, eVestment, Bloomberg, Morningstar, Advent Tamale, etc.).