Columbia Threadneedle Investments
Why do you enjoy your job?
My first and current rotation is in the 5P Team within Investments. Their primary function is to assess the Product, Performance, Philosophy, (Investment) Process and People of all of Columbia Threadneedle’s fund offering. I think it’s great because you get exposure to senior management and get the opportunity to know in incredible detail how many funds work and reasons for out performance or under performance.
Previous experiences in my wealth management internship, and economics degree has meant that my skills and interests align well with my current rotation.
What is the most challenging thing about your job?
Liaising with various departments in the firm presents it’s challenges especially for a trainee. The 5P Team must communicate with many teams to gather data, analytics and also help facilitate action points discussed in each 5P Team meeting. Initially it was quite daunting being involved in this process approaching people in teams I’ve never had contact with. But as with most things, experience helped make this easier.
How did you get into your job?
I joined Columbia Threadneedle after I graduated in the summer of 2018. I studied Economics at Warwick University and had an interest in investments which grew during my studies and work experience in wealth management. I liked the structure of the trainee programme which gives you the opportunity to work on two teams for 6 months. With this, you also have the flexibility to network within the business, the time to learn your strengths and weakness, and the ability to use both to put yourself up for a full-time role. This is perfect for people like me who have an interest in the asset management industry but aren’t too sure about what direction to take their career.
What are your future aspirations?
I have a desire to work in the front office within investments but, still unsure what occupation I would like to pursue in particular. I do know I would like a role which incorporates client exposure and investment knowledge and I’m confident the programme I am on will allow me to look for a role which fulfils these criteria.
How would you sum up your Investment20/20 experience?
My experience is far from over, but I have learnt a huge amount and really enjoyed networking throughout the business. Getting to know more people, what they do and the culture of the firm as I think about committing long-term to the firm and trying to become a valuable asset.