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Coverage Analyst – Equity Strategies
Ameriprise Financial Services, LLCCoverage Analyst providing oversight for a portfolio of investment strategies at Columbia Threadneedle Investments. Engaging with senior portfolio managers and supporting client-facing teams in investment discussions.
About the role
Key responsibilities & impact- Serve as the primary oversight professional for a portfolio of internally managed investment strategies
- Act as the day-to-day point of contact between the 5P Team and the firm's investment teams
- Responsible for continuous monitoring, problem recognition, strategic partnership with investment teams, and support of client-facing professionals
- Conduct regular performance, process, and positioning reviews; identify early warning signals and emerging risks
- Engage with each investment team at least quarterly and lead structured follow-ups with Asset Class Heads to ensure visibility, escalation, and alignment
- Identify opportunities for process enhancement, risk mitigation, and competitive improvement
Requirements
What you’ll need- Experience in institutional investment management (e.g., portfolio management, investment research, risk, consulting, or manager research)
- Bachelor’s degree in Finance, Economics, or a related field; CFA strongly preferred
- Proven ability to engage credibly with senior portfolio managers in peer-to-peer investment discussions
- Strong foundation in portfolio theory, risk management, performance attribution, and competitive analysis
- Excellent written and verbal communication skills
- Strong judgment, professional ownership, and ability to manage multiple priorities independently
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Flexible work arrangements
- Professional development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
portfolio managementinvestment researchrisk managementperformance attributioncompetitive analysis
Soft Skills
written communicationverbal communicationjudgmentprofessional ownershipability to manage multiple priorities
Certifications
CFA