Senior Equity Portfolio Operations Associate

Columbia Threadneedle Investments; Boston (MA); On-site; USD 77,000 - 90,000; Full time

Job summary

Columbia Threadneedle Investments in Boston, MA seeks a Senior Portfolio Management Assistant to provide operational, analytical, and administrative support to a team of equity portfolio managers. The role thrives in a fast-paced environment and offers exposure to equity investing within asset management.

You will enter trades, generate reports, and ensure compliance with client guidelines and regulations while collaborating across Compliance, Operations, and Technology.

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.

Responsibilities

• Monitoring portfolio operations and assist senior portfolio managers.
• 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).
• 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.
• Opportunity to gain exposure to equity investing or other aspects of the asset management business, as your interests dictate.

Skills

Interpersonal skills

Curiosity in financial markets

Attention to detail

Collaborative can-do attitude

Experience with Microsoft Office

Interest in programming languages

Education

Bachelor’s degree or equivalent work experience

Tools

Microsoft Office

Job description

Columbia Threadneedle Investments in Boston, MA seeks a Senior Portfolio Management Assistant to provide operational, analytical, and administrative support to a team of equity portfolio managers. The role thrives in a fast-paced environment and offers exposure to equity investing within asset management.

You will enter trades, generate reports, and ensure compliance with client guidelines and regulations while collaborating across Compliance, Operations, and Technology.