Associate Portfolio Manager- Small-Cap Value

About Our Company 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 Columbia Threadneedle Investments 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 RiverSource Insurance and Annuities.

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.

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.

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.

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