Senior Portfolio Management Assistant

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

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 Columbia Threadneedle Investments global team of 2,300 people working together. Our capability 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. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.

Job Description

As a Senior Portfolio Management Assistant, you will provide operational, analytical, and general administrative support to a team of equity portfolio managers. 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.

How you'll spend your time

• 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.
• 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

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

To be successful in this role you will have

• 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

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Base Pay Salary

The estimated base salary for this role is $76,700 - $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.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Investment Management

Line of Business

AMINV US Asset Management

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 fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.

Equal Opportunity Employer

Columbia Threadneedle is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.