Portfolio Operations & Rebalancing Associate

Columbia-Threadneedle-Investments; New York (NY); On-site; USD 77,000 - 90,000; Full time

Job summary

Columbia Threadneedle Investments in New York is seeking a Portfolio Management Assistant to support daily portfolio operations, rebalance activity, and process improvements. You will work with Portfolio Managers, operations teams, and vendors to ensure accurate and timely execution in a fast-paced environment.

The ideal candidate has strong analytical and problem-solving skills, exceptional attention to detail, and excellent written and verbal communication.

Qualifications

• Degree in Mathematics or related quantitative discipline.
• Strong technical and programming skills.
• Ability to apply data-driven solutions to complex business and operational challenges.
• Financial services industry experience is a plus.

Responsibilities

• Execute daily portfolio validation and monitoring processes.
• Escalate portfolio issues to minimize operational risk.
• Assist with portfolio rebalance scheduling for trading activities.
• Support trading and rebalancing by raising orders in order management systems.
• Communicate with external partners to ensure smooth daily operations.
• Troubleshoot settlement issues and coordinate follow-ups.
• Identify automation opportunities and maintain process documentation.
• Review client proposals to ensure data integrity before Distribution.

Skills

Analytical skills

Problem-solving

Attention to detail

Communication skills

Organizational skills

Team collaboration

Data-driven

Programming basics

Education

Bachelor's degree in Mathematics or related quantitative discipline

Tools

Excel

Word

PowerPoint

Visio

Job description

Columbia Threadneedle Investments in New York is seeking a Portfolio Management Assistant to support daily portfolio operations, rebalance activity, and process improvements. You will work with Portfolio Managers, operations teams, and vendors to ensure accurate and timely execution in a fast-paced environment.

The ideal candidate has strong analytical and problem-solving skills, exceptional attention to detail, and excellent written and verbal communication.