What are the responsibilities and job description for the Sr Portfolio Mgmt Asst position at Columbia Threadneedle Investments?
As a Senior Portfolio Management Assistant, you will provide operational, analytical, and general administrative support to a team of equity portfolio managers.
Key Responsibilities
We’re looking for a diligent problem solver to join our team of Portfolio Management Assistants in Boston, MA. The person who will be successful in this role will be someone who thrives in a fast-paced environment, takes initiative, is a continuous learner, and is able to prioritize tasks for themselves and others.
What You’ll Do
Work closely with several portfolio management teams to support the foundational aspects of portfolio construction and implementation, including:Monitoring portfolio cash and holdings
Accurately entering equity trade orders into investment systems,
Providing daily, monthly, and quarterly portfolio reporting
Ensuring that portfolios align with client guidelines and applicable regulations.
Act as the primary point of contact between portfolio management teams and internal business partners (Compliance, Operations, Technology, etc.).
Troubleshoot issues, lead portfolio management teams through operational and technological changes and participate in platform implementation activity.
Provide basic administrative support for portfolio management activities, including travel arrangements, expense reporting and scheduling meetings.
What You’ll Like About The Role
Opportunity to gain exposure to equity investing or other aspects of the asset management business, as your interests dictate
Making an impactful contribution to the success of the team and helping clients to achieve their investment goals
An organization with ongoing dedication to Diversity, Equity, and Inclusion
A working climate that values and supports varied perspectives and cultures
Required Qualifications
Bachelor’s degree or equivalent work experience
Strong interpersonal skills with the ability to collaborate with multiple teams at multiple levels
Curiosity in financial markets, the asset management business and leadership competencies
Experience with Microsoft Office, an interest in programming languages and an ability to quickly learn specialized investment systems
Attention to detail, accuracy, and timeliness
A collaborative can-do attitude
About Our Company
We’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.
Base Pay Salary
The estimated base salary for this role is $71,900- $90,000 / 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.
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
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Investment Management
Line of Business
AMINV US Asset Management
Key Responsibilities
We’re looking for a diligent problem solver to join our team of Portfolio Management Assistants in Boston, MA. The person who will be successful in this role will be someone who thrives in a fast-paced environment, takes initiative, is a continuous learner, and is able to prioritize tasks for themselves and others.
What You’ll Do
Work closely with several portfolio management teams to support the foundational aspects of portfolio construction and implementation, including:Monitoring portfolio cash and holdings
Accurately entering equity trade orders into investment systems,
Providing daily, monthly, and quarterly portfolio reporting
Ensuring that portfolios align with client guidelines and applicable regulations.
Act as the primary point of contact between portfolio management teams and internal business partners (Compliance, Operations, Technology, etc.).
Troubleshoot issues, lead portfolio management teams through operational and technological changes and participate in platform implementation activity.
Provide basic administrative support for portfolio management activities, including travel arrangements, expense reporting and scheduling meetings.
What You’ll Like About The Role
Opportunity to gain exposure to equity investing or other aspects of the asset management business, as your interests dictate
Making an impactful contribution to the success of the team and helping clients to achieve their investment goals
An organization with ongoing dedication to Diversity, Equity, and Inclusion
A working climate that values and supports varied perspectives and cultures
Required Qualifications
Bachelor’s degree or equivalent work experience
Strong interpersonal skills with the ability to collaborate with multiple teams at multiple levels
Curiosity in financial markets, the asset management business and leadership competencies
Experience with Microsoft Office, an interest in programming languages and an ability to quickly learn specialized investment systems
Attention to detail, accuracy, and timeliness
A collaborative can-do attitude
About Our Company
We’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.
Base Pay Salary
The estimated base salary for this role is $71,900- $90,000 / 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.
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
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Investment Management
Line of Business
AMINV US Asset Management
Salary : $71,900 - $90,000
