Investments Trainee – Equities

You will join as part of the Investment20/20 programme.

What working with us offers….

Our Graduate Programme provides real-life experience in a collaborative and inclusive environment. Over the course of your programme, you will gain exposure to leaders, cultivate your business knowledge, work on projects that directly impact the business you support, and network in a welcoming atmosphere. Columbia Threadneedle Investments offers employees the opportunity to grow and develop personally and professionally in a flexible work environment designed to support individual needs.

With access to our Business Resource Networks – which includes the Black Employee Network, Young Professionals Network, PRIDE Network – you will increase your own sense of belonging and engage in important networking and development opportunities. Join us as a Graduate and lay the foundation for your future.

Role Overview

Join our collaborative Equities team and play a pivotal role in delivering exceptional client experiences. As a key partner to Client Portfolio Managers (CPMs) and the wider Distribution team, you’ll transform complex portfolio activity and market insights into clear, compelling materials that resonate with clients.

You’ll collaborate across multiple functions including RFP, Performance, Risk, Presentations, Marketing, Operations, and Compliance to ensure seamless, timely delivery of information. Your work will help drive disciplined reporting, insightful analysis, and impactful investment communication; all aimed at sustaining outstanding client outcomes.

Key Responsibilities

How you’ll spend your time…

• Prepare insightful fund commentaries and ensure presentations are accurate and polished.

• Work closely with teams across Distribution, RFP, Performance, Risk, Marketing, Operations, and Compliance to guide workflows and keep projects moving seamlessly.

• Analyse portfolios by reviewing holdings and exposures, rationalizing trading activity, and monitoring performance trends.

• Support Client Portfolio Managers by assisting with meeting preparation and responding to client queries with confidence and clarity.

• Research market trends, economic indicators, and thematic views to provide valuable perspectives on regions and asset classes.

• Transform complex investment concepts into clear, impactful insights for the Distribution team, including market updates and thought leadership.

• Maintain oversight documentation such reports and board commentaries to ensure portfolios remain aligned with mandates and regulatory requirements.

• Sharpen presentation skills through training focused on narrative, audience engagement, delivery, and Q&A, helping you communicate with impact.

Key Capabilities

To be successful in this role you will…

As an Investments Trainee, you should have high degree of self-motivation with high integrity and ethics that aligns with Columbia Threadneedle’s core values (Client Focus, Excellence, Respect, and Integrity).

You should also demonstrate the ability to:

• Deliver accurate, high-quality work under pressure.

• Communicate complex ideas clearly to clients and internal teams.

• Analyse data and portfolio performance to provide actionable insights.

• Collaborate effectively across teams to ensure smooth workflows.

• Solve problems quickly and think critically in a changeable environment.

About Our Company

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,300 people working together. Our expertise is diverse with more than 550 investment professionals sharing 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 create bespoke solutions matched to clients' specific requirements.

Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills, and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.

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