Associate Portfolio Manager- Small-Cap

About Our Company

Columbia Threadneedle Investments has a global team of 2,300 people working together, with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Clients have access to a broad array of investment strategies, with the capability to create bespoke solutions matched to specific requirements.

Primary Purpose

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.

What You'll Do

• Build and maintain institutional-grade research across a broad coverage universe
• Conduct multi-source analysis integrating a broad range of fundamental data and direct management engagement
• Track operational and financial metrics across coverage names on a multi-quarter basis
• Develop and maintain financial models including price targets
• Synthesize findings into actionable investment recommendations for the lead PM
• Proactively incorporate new research tools and technology into workflow
• Continuously raise the quality and efficiency of the team's process

Qualifications

• Approximately 5-10 years of buy-side equity research experience
• 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 and the trading team
• Experience presenting investment ideas and philosophy externally to clients and consultants preferred
• MBA or CFA designation preferred but not required
• Occasional travel required

In-Office Collaboration

Employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week.

Pay

Estimated base salary: $165,000–$180,000 / year. Variable pay in the form of bonus, commissions, and/or long-term incentives may also apply depending on the role.

Benefits

• Vacation time
• Sick time
• 401(k)
• Health, dental, and life insurances