Senior Investment Performance Analyst

Job Description

We are hiring a Senior Investment Performance Analyst to support initiatives specific to investment performance measurement and analysis.

• Calculation and analysis of relevant fund performance and other analytical data, including ad-hoc data requests.
• Production of recurring deliverables provided to internal business partners.
• Actively support implementation of changes impacting performance, including development of solutions.
• Partner with internal organizations to ensure data quality and to identify and resolve issues related to reporting.
• Ensure documentation of relevant processes are complete, detailed and well-maintained.
• Work on ad-hoc projects as needed.

• BS/BA degree in Business, Finance, Accounting, or similar.
• Knowledge of investments, fund accounting and reporting.
• 5-7 years work experience in the financial services or investment management industry.
• A standout colleague who can efficiently meet fast paced target dates.
• Critical thinker with strong problem‑solving skills.
• Strong verbal and written communications skills.
• Strong organizational skills.
• Ability to work independently.

• Curiosity about financial markets.
• Work experience specific to performance measurement and analytics.
• Experience with investment analytic systems like Fact Set or Black Rock.
• CIPM, CFA or eager to pursue.
• Proficiency with Microsoft Excel and Access.

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face‑to‑face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week.

Some roles may require additional in‑office time or different in‑office expectations, and specific requirements will be discussed during the hiring process.

The estimated base salary for this role is $74,800- $101,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary 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 supports all aspects of your health and well‑being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full time

Exempt

Mutual Fund Operations

AMINV US Asset Management

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 fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.

Columbia Threadneedle is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.