Investment Analyst - London, United Kingdom - eFinancialCareers

Tom O´Connor

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Tom O´Connor

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Description

About Columbia Threadneedle Investments

You'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority.

Here, you'll find growth and career opportunities across all our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,000 people working together. Our expertise is diverse with more than 450 investment professionalssharing 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 build tailored solutions matched to clients' specific requirements.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.


Job Purpose Statement

In this role you will support the Columbia Threadneedle Emerging Markets Equities team with investment related research with an Environmental, Social and Governance focus.


Role Responsibilities

Proving reports through researching, investigating and showcasing prospective stocks and current portfolio holdings from Environmental, Social and Governance risks and opportunities.

Keeping abreast of structural developments in respective sectors in terms of regulation and ethics and sharing these developments with the EM team.

Acting as a key information source between the RI team's existing and potential work, and where relevant ensuring a high degree of collaboration and communication between the two teams.

Engaging regularly with portfolio holdings, identifying material themes and using engagement as a tool to drive change.

Presenting regularly to clients and internal stakeholders on social and environmental positioning of our companies, including mapping out the main portfolios from different E, S and G lens.

Leading the voting efforts for our portfolio holdings and where relevant reaching out to investee companies and expressing the reason for the direction of the vote.

Assisting the PM/Sales teams on various internal and external regulatory requirements (SFDR, country ESG licenses, PAIs).

Key Capabilities
Proven track record in achieving yearly sales targets for the client segment
Strong network and relationships with respective stakeholders on all levels of hierarchy and seniority (eg. access to mid and top management is of importance)
Track record in selling bespoke solutions to private banks, single
- and multi family offices
Experienced, self-motivated, highly energetic sales professional with a sharp intellect and a strong, disciplined business acumen. Strong experience in a similar role
Deep capital markets knowledge and experience dealing with a broad range of investment strategies
Extensive experience in understanding of all wholesale client segments and product features, in addition to regulatory limitations / requirements on investment strategies
Proven ability to market and sell in the broadest sense, i.e. client segmentation, identification of the appropriate products per client type and preparation and implementation of sales tactics
Fluent in German and English

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