Coverage Analyst – Equity Strategies

Location: Greater London

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 2,300 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 You will serve as the primary oversight professional for a portfolio of internally managed investment strategies, acting as the day-to-day point of contact between the 5P Team and the firm's investment teams. This is a senior investment professional role that requires credibility, judgment, and analytical depth to engage in peer-to-peer investment discussions with senior portfolio managers across the firm.

You will be responsible for continuous monitoring, problem recognition, strategic partnership with investment teams, and support of client-facing professionals, all grounded in a thorough understanding of each assigned strategy's philosophy, process, positioning, people, and performance.

The primary coverage universe for this role encompasses global equity strategies across a range of market cap and style orientations.

Key Responsibilities Strategy Underwriting & Framework Design Lead initial underwriting of assigned strategies, establishing a comprehensive baseline across philosophy, process, people, positioning, and performance.

Define ongoing monitoring frameworks, including key metrics, dashboards, and reporting requirements, in partnership with Data, Analytics & Reporting.

Continuous Oversight & Monitoring Provide day‑to‑day oversight of assigned strategies across all 5P dimensions.

Conduct regular performance, process, and positioning reviews; identify early warning signals and emerging risks.

Engage with each investment team at least quarterly and lead structured follow‑ups with Asset Class Heads to ensure visibility, escalation, and alignment.

Continuous Improvement & Partnership Identify opportunities for process enhancement, risk mitigation, and competitive improvement.

Engage investment teams constructively to support the evolution and strengthening of their strategies over time.

Commercial Intelligence & Competitive Positioning Develop deep understanding of peer groups, benchmarks, market dynamics, and client and consultant expectations.

Deliver actionable commercial insights to investment teams and collaborate with Product Managers, Client Portfolio Managers, and Multi‑Manager Solutions (within appropriate information barriers).Peer‑to‑Peer Investment Engagement Build trust‑based relationships with senior portfolio managers and investment professionals.

Participate in substantive investment discussions and provide thoughtful, independent perspectives valued by investment teams.

Ambassador for the 5P Team Clearly articulate the mission, role, and value of the 5P Team across the organization.

Advocate for the importance of rigorous, independent investment oversight in driving better outcomes for clients and the firm.

Client, Consultant & Business Support Support client‑facing teams with strategy‑level expertise for client inquiries, RFPs, due diligence, and competitive analysis.

Represent the firm in meetings with clients, consultants, and platform buyers when required.

Cross‑Team Collaboration Partner closely with Portfolio Analytics & Research and Data, Analytics & Reporting to ensure aligned priorities, high‑quality insight generation, and effective oversight infrastructure.

To be successful in this role you will have...Experience in institutional investment management (e.g., portfolio management, investment research, risk, consulting, or manager research).Bachelor’s degree in Finance,…