Investment 2020 - the future of finance

Columbia Threadneedle Investments is pleased to be part of Investment2020, an initiative by leading UK investment firms to offer young people from diverse backgrounds a first job in The City. Investment2020 offers 12 month paid trainee roles primarily to school leavers and graduates, regardless of background and education.

Columbia Threadneedle is offering the opportunity to become part of a leading trainee scheme, working for a global company in an exciting, fast paced environment. Whilst technical ability and academic success are important, we are also very interested in your broader capabilities such as how you work as part of a team. Importantly, we look for individuals who can demonstrate affinity with our Values of Client focus, Excellence, Integrity and Respect.

If you're still not sure if you're the right choice for us, or we're the right choice for you, then read on.


Applications for our 2018 Investment2020 programme are now closed. We plan to communicate to all candidates on their application progress by 25 May 2018.

"I would recommend it if you are bright, always questioning, quite competitive, genuinely interested in geo-politics and macro-economics, fairly numerate and generally never want to stop learning. I've been in this game for years, but I've never stopped learning and it's wonderful".
Ann Steele, fund manager, European Equities

Triathlon Cycling   Volunteering   Triathlon team

Columbia Threadneedle is pleased to welcome six new trainees as part of Investment2020, an initiative by leading UK investment firms to offer young people from diverse backgrounds a first job in The City. The new joiners – four female and two male – have now begun their 12 month paid traineeship which will equip them for a career in finance.

Charlotte Edwards, Ebele Nwangwu, Emma Woodley, Kara Paslawska, Kori Adu and Simon Morton-Grant are excited to enter this new stage of their career. Until August 2018, each of them will have the chance to work in different areas across the business such as Investment Operations, Finance or Compliance & Monitoring. Alongside technical ability and academic success broader capabilities – such as team work and communication skills – are important as well as the affinity with our Values of Client focus, Excellence, Integrity and Respect.

We were delighted to receive a record number of applicants this year, including significantly more female applicants than in the past. This aligns with our efforts in gender diversity and creating a more diverse workforce.

Designed to enhance social mobility, Columbia Threadneedle Investment is pleased to be part of Investment2020. The programme offers both school leavers and graduates the opportunity to work in finance regardless of background, education and knowledge of the sector. It also aims at broadening the scope of talent pools in the financial industry. Since the its launch in 2013, Investment2020 has enabled 1,000 young people start a career in fund management.

Our trainees

Charlotte Edwards Maths Graduate Charlotte Edwards likes to run and is currently training to compete in the Essex Cross Country League this winter: “I am excited to start in the financial services industry and am keen to see what opportunities arise for me in the future here at Columbia Threadneedle.”

Ebele NwangwuEconomics Graduate Ebele Nwangwu has already gained some work experience in investment banking and lived in the Middle East: “I am passionate about developing young people and hope to contribute to agricultural advancements in developing countries.” She is also a semi-professional dancer.

Emma WoodleyEmma Woodley is particularly interested in the macro aspect of policies and their consequential effects: “I want to experience the variety of jobs available in the financial industry that leads me into my future career path.” In her free time, she enjoys outdoor activities such as camping, cycling and paddle boarding.

Kara PaslawskaKara Paslawska has worked as an analyst at a financial think tank dealing with financial regulations after completing her Law degree: “I am particularly interested in global connections and interdependencies which have made me decide to follow a career in finance.” Her biggest passion lies in cooking and anything food related.

Kori AduKori Adu studied Business Management at Newcastle University. After various internships in Investment Banking, his focus shifted to the asset management industry: “The Investment2020 scheme will provide me with a unique opportunity to gain a valuable insight into different areas of the business, and the industry as a whole.” Aside from that, he has been involved in football, athletics, boxing and polo and has represented teams from regional to national level.

Simon Morton-GrantSimon Morton-Grant holds an MSc in Finance and Investment and has already completed an internship at an investment bank: “I became fascinated by the fast paced and challenging nature of this work.” Not only is he a huge Manchester United fan, he is also an avid swimmer and water polo player who represented Great Britain in the latter.

Investment 2020 - Ted talks

Investments might not be what you think. Yes, we invest people’s savings so they can reach their goals in life, whether that’s building a nest egg, leaving a legacy, or living comfortably now and into retirement. We take this responsibility really seriously, and as our brand promise states, our client’s success is our priority.

But here are some things you might not know about how Columbia Threadneedle does business:

  • We have more than 2000 employees, including over 450 investment professionals, working out of 19 countries across the US, South America, Europe, the Middle East and Asia
  • We have a great track-record in Investments – in a report published by FE Trustnet in November 2015 we were named the best performing fund group in the UK over the last decade
  • Believing that good investment results can go hand-in-hand with positive social outcomes, we are pioneers in the field of responsible investment. In 2015, ShareAction ranked us no 1 for Responsible Investment among the 33 largest asset managers in the UK
  • We were the first European asset manager to disclose our gender diversity data, and the first UK asset manager to sign HM Treasury’s Women in Finance Charter, a pledge for gender balance across financial services. Going forward, we have set aspirational targets for female representation across the firm
  • As title sponsor of the Columbia Threadneedle World Triathlon Leeds, we offer employees the opportunity to challenge themselves to swim, bike and run on the same course as the world’s best triathletes
  • The Columbia Threadneedle Foundation supports numerous charity partners, focusing on education, art and sport to help engender social change. Employees get the opportunity to donate their time and talents to volunteer service during work hours.
“Of all the jobs in the City this one is most suited to women. It requires the ability to be thoughtful, reflective, strategic and long-term; all skills where women tend to have a natural advantage. If we can encourage more women to get into the business of managing our hard-earned savings and pensions, our clients will benefit and our business will thrive”.
Mark Burgess, Chief Investment Officer EMEA

Here’s what some of our current and previous Investment2020 candidates have to say about their experience of working at Columbia Threadneedle Investments.

Catherine  Tom
Hardika  Joe

Catherine, Tom, Hardika and Joe completed their placements in a wide range of business areas, including:

  • Equity Client Portfolio Manager / Fixed Income Client Portfolio Manager team
  • Corporate Communications / CEO office
  • Sales / Institutional Marketing
  • Investment Operations / Client Reporting
  • Finance / Operational and Enterprise Risk

Wherever you end up working within Columbia Threadneedle Investments, our Investment2020 Programme is designed to equip you with skills and experience that will benefit you throughout your working life.

“For me, the attraction is all about people – the ability to meet C-suite individuals running some of the world’s largest companies, as well as working with a smart and sharp team.”
Natasha Ebtehadj, Fund Manager, Asian Equities

We seek to recruit talented individuals. Whilst technical ability and academic success is important we also look at an applicant's broader capabilities which will include an ability to work as part of a team, and collaborate and communicate effectively with colleagues and other stakeholders. Importantly, we look for individuals who can demonstrate affinity with Columbia Threadneedle Investments Values: Client focus, Excellence, Integrity and Respect.

The latest intakes are currently settling into their new roles in the firm, you can find out more about them below:

Sukhchain Sohal, Investment2020 Trainee
"I currently work in Data and Reporting. My team and I manage relationships with Global Financial Institutions and Investment platforms to provide both Static and Dynamic Data on Columbia Threadneedle Funds. I have been involved in streamlining the process to increase efficiency and consolidate data, my knowledge of Excel has increased massively and gained a vast insight into Asset Management."

Alexander Beavis, Investment2020 Trainee
"I currently work within the Finance team, where I am responsible for a multitude of monthly deliverables: these range from bespoke pieces of revenue, expense and performance-based analysis, to the production of major financial reports carrying firm-wide exposure. Having such a diverse range of responsibilities not only educates me about the day-to-day operations of an asset management company; it also presents the opportunity to interact, engage with, and learn from professionals with a variety of roles, skills and experiences. This will continue to be invaluable to me as I seek to progress from a personal, and career-based perspective."

Fraser Scotton, Investment2020 Trainee
"I am currently working in the Reporting and Information Services department within the Change and Client Reporting teams. I have been involved in a variety of exciting and engaging assignments; from business wide projects to more focused tasks within the department, such as automation of procedures and consolidation of data. I am really enjoying the exposure to all areas of the business and the chance to gain a valuable insight into how an Asset Manager functions."

- Joe Hutchins, Investment2020 Trainee
"I work within the Corporate Communications team which is project based, I work with all areas of the business on a variety of different projects while also supporting the European side of Corporate Communications. Working within this team has given me great exposure to senior leaders and a better understanding of how a corporate company operates on a daily basis."

- David Farmanbar, Investmen2020 Trainee
"I work in the Client Portfolio Management team within the Equities side of the business. My position requires me to know my team and our products inside out, and to act as a bridge between the fund managers, with whom I work closely, and distribution. I regularly take part in market meetings as well as stock reviews, and also work on investment commentaries and outlooks. Additionally, I have taken the opportunity to work on equity research with one of the analysts on my desk, and have met with several CEOs of firms ranging from mega to small cap. The best thing about this position is that it gives me an insight into the unique investment styles of the fund managers and a great deal of exposure that serves to broaden my understanding of equities and fund management as a whole."