Qureos Mentor

Columbia Threadneedle Investments

<div>Support business decision making by providing requirement and data analysis that led to recommended solutions for business issues as appropriate. Provide project support from design through implementation and monitoring. Be the liaison between the business, utility functions, and at times external parties to accomplish business objectives. Responsible for performing analysis and reporting, while contributing to recommendations for the business unit. Makes process improvements and adjustments to existing reporting models. Assists in small to large projects, which may involve developing solution for problems within the business unit. Helps to resolve problems or issues through methods of trouble shooting, as well as separate analysis. Using sound information and theory, provides management with recommended actions to resolve issues or create value for the business.<p></p><p><b>
Key Responsibilities</b></p><ul><li><p><br>
Gather, analyze, document and manage business and user requirements (both functional and non-functional) to effectively recommend technology solutions that best address the requirements. Identify potential solutions for the business and provide input to issues or risks (through solid knowledge of the business and user requirements). Identify project interdependencies and communicate requirement/scope issues and participate in driving them to resolution for inclusion in the functional specifications.</p></li><li><p>
Translate business and user requirements in to detailed system requirements for the IT organization and manage all changes to the source documents. Ensure appropriate bi-directional tracing of project modifications back to business and user requirements. Complete project work objects and deliverables using Ameriprise Quality Measurement Systems (AQMS) standards. Facilitate walk-through of project deliverables. Assist with the development of the testing strategy - plan thorough requirements testing.</p></li><li><p>
Demonstrate expert level knowledge in all systems, processes and data relating to the assigned business or project. Leverage domain expertise and analyst practice expertise to provide the most effective solutions to the business partners in the most efficient means possible. Select appropriate analysis techniques and tools (process modeling, use cases, etc.) for each project. Educate business partners on systems capabilities and the feasibility of developing specific solutions.</p></li><li><p>
Leverage technical knowledge and business acumen to manage effective working relationships with technology teams and business partners at management and end user levels. Work effectively in a team environment to ensure that solution delivery is on time, within cost estimates and meets business needs. Negotiate technical and non-technical solutions that both satisfy the business users and conform to the technical architecture. Prepare estimates of Business Analyst work efforts for assigned projects.</p></li><li><p>
Complete all support documentation on assigned projects, including creating and updating all user and technical procedures/manuals, operational support documentation and archival of all related project documentation. Define and monitor all implementation tasks such as the production check-out process, including review of reports, and data files to ensure technical solutions perform according to the specifications and meet defined business requirements.</p></li><li><p>
Actively champion and contribute to the continuous improvement of business systems analysis best practices, using innovative ideas to increase effectiveness of the overall analyst organization. Provide subject matter expertise in areas including strategy/approach, requirements gathering, process modeling, use cases and other areas of expertise based on established business analysis tools and techniques. Proactively mentor others in the business analyst practitioner community.<br>
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<b>Required Qualifications</b></p><ul><li><p><br>
Associates degree or equivalent with minimum 7+ years of work experience; Bachelor&rsquo;s degree or equivalent with minimum 5+ years of work experience in the financial services industry.</p></li><li><p>
Experience in the Asset Management domain.</p></li><li><p>
Demonstrated organizational skills and expertise with intermediate-advance features in Microsoft Office Suite of applications</p></li><li><p>
Strong analytical and critical thinking skills with the ability to interpret data, reach conclusions, and take action</p></li><li><p>
Experience in communicating technology related information clearly to different audiences</p></li><li><p>
Strong leadership competencies and execution skills by way of cross-collaboration and workflow facilitation with multiple internal business partners.</p></li><li><p>
Must be highly responsive and proactive in a fast-paced changing environment.</p></li><li><p>
Quick and independent learner to adapt to new business, technology and processes</p></li><li><p>
Expert level analysis skills including ability to identify patterns, potential issues and then translate those into functional and test requirements.</p></li><li><p>
Expert level understanding of business functional areas and management issues as well as the IT organizations systems and capabilities.</p></li><li><p>
Exceptional written and verbal communication skills.<br>
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<b>Preferred Qualifications</b></p></li></ul><ul><li><p><br>
Knowledge on any of these areas: Investment Products, Capital Market, Securities, Mutual Fund, Derivative, Bonds and Portfolio Accounting etc.</p></li><li><p>
Experience with Vermilion Reporting Suite</p></li><li><p>
Experience working with Investment accounting systems like Aladdin, InvestOne, Vestmark-One, PAM is a plus.</p></li><li><p>
Experience working with Agile delivery methodology and tools like JIRA and Confluence.</p></li><li><p>
Experience working within a defined development life cycle methodology (e.g. CMMI, Ameriprise Quality Management System (AQMS)) environment.</p></li><li><p>
Experience with writing use cases and test cases.</p></li><li><p>
Should be able to work with cross function team of employees, outsourced vendor partners and product vendors located globally.</p></li><li><p>
Experience with business process modeling.</p></li><li><p>
Familiarity with Back and Middle Office operations.</p></li><li><p>
Project management experience with financial services technology</p></li></ul><p></p><p><b>
About Our Company</b><br>
We&rsquo;re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 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 &ndash; 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.</p><p></p><div><div><div><div><div><div><div><p><b>
Base Pay Salary</b></p></div></div></div></div></div></div></div>
The estimated base salary for this role is $81,700- $112,300 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.<p>
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.</p><p></p><p>
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.</p><p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Exempt/Non-Exempt</b></p></div></div></div></div></div></div></div>
Exempt<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Business Support &amp; Operations<p></p><div><div><div><div><div><div><div><p><b>
Line of Business</b><b>
</b></p></div></div></div></div></div></div></div>AMINV US Asset Management</div>

Business Analyst II

<div>We have a great opportunity to join our fixed income investment team as an Associate Municipal Bond Research Analyst. Candidates must have an understanding of the US municipal bond market and be able to analyze a wide breadth of municipal credit sectors. Successful candidates will leverage robust quantitative and qualitative analytical skills to compile and communicate research that informs investment decisions for a variety of tax-exempt bond strategies. We work in a collaborative environment, but this role requires the candidate to work independently on a high volume of investment opportunities with efficiency.<br>
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This role directly impacts our portfolios and the work you do will influence trades in the millions of dollars on a regular basis.<p></p><p>
Key Responsibilities:</p><p></p><ul><li>Utilize data analytics, news aggregation, and other tools to monitor high quality credits across a variety of municipal bond sectors</li><li>Complete more thorough reviews of flagged credits, putting key datapoints in context and elevating to senior analysts as necessary</li><li>Maintain and enhance the muni analytics platform to drive efficiency and further our research analytics strategy</li><li>Help maintain integrity of the municipal credit management system (Investortools &ndash; CreditScope) data</li><li>Over time, a successful candidate will learn to think like a fixed income investor, assuming more responsibility for making and communicating internal rating/recommendation changes and contributing to team discussions focused on sector trends, key topics, and investment opportunities</li></ul><p></p><p>
Required Qualifications:</p><p></p><ul><li>2-5 years of municipal bond or other relevant experience</li><li>BA or BS degree that demonstrates intellectual ability and rigor</li><li>A comfort level with quantitative tools and analytics or developing advanced quantitative skills</li><li>Established and demonstrated work ethic and willingness to invest in their careers</li><li>Strong organizational skills coupled with an ability to take initiative and work independently</li><li>Proficient in Excel, Python/R, VBA or the equivalent.</li><li>Basic understanding in SQL and other programming languages.</li><li>The ability to integrate and function effectively on a team that places clients first and is dedicated to sustaining excellence.</li></ul><p></p><p><b>
About Our Company</b><br>
We&rsquo;re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 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.</p><p></p><div><div><div><div><div><div><div><p><b>
Base Pay Salary</b></p></div></div></div></div></div></div></div>
The estimated base salary for this role is $100,000- $125,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.<p></p><div><div><div><div><div><div><div><p>
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.</p></div></div></div></div></div></div></div><p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Exempt/Non-Exempt</b></p></div></div></div></div></div></div></div>
Exempt<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Investment Management<p></p><div><div><div><div><div><div><div><p><b>
Line of Business</b><b>
</b></p></div></div></div></div></div></div></div>AMINV US Asset Management</div>

Associate Investment Research Analyst – Municipal Bonds

Join Columbia Threadneedle Investments and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Columbia Threadneedle Investments

About Company

Business Analyst II

Associate Investment Research Analyst – Municipal Bonds