Associate Portfolio Manager- Small-Cap

Ameriprise•Boston, MA

5d•Hybrid

About The Position

Columbia Threadneedle Investments 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. 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.

Requirements

Approximately 5-10 years of buy-side equity research experience.
Comfort covering a wide range of small-cap companies across sectors and market cycles.
Strong financial modeling skills.
Comfort with primary source analysis (transcripts, SEC filings, NDRs, research trips, etc.).
Ability to communicate investment rationale efficiently and effectively to other PMs as well as trading team.
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).

Nice To Haves

Experience presenting investment ideas and philosophy externally to clients and consultants.
An MBA or CFA designation is preferred but not required.

Responsibilities

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.
Building and maintaining institutional-grade research across a broad coverage universe.
Conducting multi-source analysis that integrates a broad range of fundamental data and direct management engagement.
Tracking operational and financial metrics across coverage names on a multi-quarter basis.
Developing and maintaining financial models including price targets.
Synthesizing findings into actionable investment recommendations for the lead PM.
Proactively incorporate new research tools and technology into their workflow.
Continuously raise the quality and efficiency of the team's process.