Job Description
Primary Purpose of Job
Serves as a core member of the U. S. Small-Cap Value investment team, supporting the Lead Portfolio Manager in the day-to-day management of the Columbia Small Cap Value Discovery and Columbia Small Cap VIP funds. Conducts deep-dive fundamental equity research across a broad universe of small- and micro-cap companies, developing differentiated investment views that directly inform portfolio construction and stock selection decisions. Operates with a high degree of ownership and accountability, integrating primary source analysis, financial modeling, and management engagement to generate actionable recommendations in a data-sparse, episodically liquid market environment.
Columbia Threadneedle's U. S. Small-Cap Value team is seeking an experienced equity research analyst / portfolio manager to cover a broad universe of small cap US stocks. This is a high-ownership, high-accountability seat on a small team that prizes intellectual rigor, disciplined execution, and independent thinking. The analyst will be expected to develop and maintain deep, differentiated views ideally across a wide range of industries and companies over time.
What You'll Do
The analyst / portfolio manager will be responsible for building and maintaining institutional-grade research across a broad coverage universe. This means conducting multi-source analysis that integrates a broad range of fundamental data and direct management engagement. They will track operational and financial metrics across coverage names on a multi-quarter basis, develop and maintain financial models including price targets, and synthesize findings into actionable investment recommendations for the lead PM. The analyst / portfolio manager is expected to proactively incorporate new research tools and technology into their workflow, and to continuously raise the quality and efficiency of the team's process.
What We're Looking For
The ideal candidate has 5-10 years of experience. With a comfort covering a wide range of small-cap companies across sectors and market cycles. They are a self-starter who works hard, showing acumen around independent research willing to research underfollowed companies.
Qualifications
The candidate should have approximately 5-10 years of buy-side equity research experience. Strong financial modeling skills and comfort with primary source analysis (transcripts, SEC filings, NDRs, research trips, etc.) are required. The candidate should be able to communicate investment rationale efficiently and effectively to other PMs as well as trading team. Ideally, they will have experience presenting investment ideas and philosophy externally to clients and consultants. An MBA or CFA designation is preferred but not required. Occasional travel.
Visa Sponsorship:
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).
In-Office Collaboration:
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.
Base Pay Salary
The estimated base salary for this role is $165,000- $180,000 / 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/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Investment Management
Line of Business
AMINV US Asset Management
