What are the responsibilities and job description for the Sr Manager - Performance Measurement position at Columbia Mgmt Invst Adv LLC?
Ongoing team responsibilities include:
- Provide management and leadership for performance staff focused on equity, fixed income, and multi-asset investment performance attribution and analytics.
- Ensure a strong understanding of the end to end process, controls, dataflows, roles and responsibilities. To provide leadership and management to optimize, align, and leverage global processes, controls, and dataflows.
- Ensure effective policies, processes and controls are in place, documented and maintained. This includes ensuring the effective operation of controls and retention of appropriate evidence.
- Act as the key point of contact for stakeholders, this includes being an escalation point for queries/issues and change as well as ensuring stakeholder feedback is proactively sought and any queries/issues raised are responded to in a timely and appropriate manner.
- Initiate, develop, and implement short and long-term formal plans to create and/or improve existing performance measurement functions and initiatives.
- Influences and regularly interacts at all levels of the organization, including Senior Management, Portfolio Managers, Marketing Professionals, and Legal/Compliance Professionals.
- Prepare standard, complex, and ad-hoc performance that supports client reporting, highly visible marketing material and investment professionals.
- Partner within Operations, Technology, and Vendors to ensure data quality and to identify and resolve issues related to performance data and reporting.
- Utilize and understand general and advanced performance measurement concepts and methodologies.
Qualifications:
Required:
- Degree Educated in Business, Finance, Accounting, or equivalent
- 10 years of work experience in investment management or financial services
- 2 years of people leadership experience
- Advanced knowledge of performance measurement concepts
- Strong knowledge of investment concepts
- Demonstrable skills in stakeholder management
- Excellent management and leadership skills
- Excellent verbal and written communications skills
- Strong organizational skills
- Demonstrable skills in managing end to end processes and controls
- Ability to critically assess processes, controls and issues and to implement tactical and strategic solutions
- Critical thinker with strong problem-solving skills
- Ability to work independently
- High proficiency with Microsoft Office Tools, such as Microsoft Excel
- A strong team player who is able to successfully meet deadlines
- Work experience specific to performance measurement and analytics
Preferred:
- Certificate of Investment Performance (CIPM) preferred
- Proficient with data and report automation
- Advanced experience with performance systems, such as Factset, and/or Aladdin.
- Experience of working directly with accounting, data management and technology teams
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Salary : $91,600 - $123,700