Sr Portfolio Management Assistant

Ameriprise Financial, Inc; City of White Plains (NY); On-site; USD 75,000 - 90,000; Full time

Job summary

A leading financial services firm is seeking a Portfolio Management Assistant to support equity portfolio managers through operational, analytical, and administrative tasks. This full-time role offers exposure to healthcare sector investing and a collaborative working environment while contributing to clients' financial goals.

Benefits

Comprehensive benefits supporting health and well-being

401(k) and insurance plans

Support for work-life balance

Qualifications

• Strong interpersonal skills and ability to collaborate across teams.
• Curiosity about financial markets and asset management.
• Experience with Microsoft Office and ability to learn investment systems quickly.

Responsibilities

• Support portfolio construction and implementation.
• Monitor portfolio cash and holdings, ensure compliance with client guidelines.
• Act as the primary contact between portfolio management teams and internal partners.

Skills

Interpersonal skills

Attention to detail

Analytical skills

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

Job description

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

Key Responsibilities

• Support portfolio construction and implementation, including:
• Monitoring portfolio cash and holdings
• Accurately entering equity trade orders into investment systems
• Providing regular portfolio reports (daily, monthly, quarterly)
• Ensuring portfolios comply with client guidelines and regulations

Act as the primary contact between portfolio management teams and internal partners (Compliance, Operations, Technology). Troubleshoot issues, lead operational and technological changes, and participate in platform implementations. Respond to ad hoc requests for analytics, transaction details, and market commentary.

What You'll Like About the Role

• Collaborating closely with investment professionals and gaining exposure to the healthcare sector
• Contributing to the team's success and helping clients achieve their investment goals
• Working in an organization committed to Diversity, Equity, and Inclusion

Required Qualifications

• Bachelor's degree or equivalent experience
• Strong interpersonal skills and ability to collaborate across teams
• Curiosity about financial markets and asset management
• Experience with Microsoft Office, interest in programming, and ability to learn investment systems quickly
• Attention to detail, accuracy, and timeliness

Preferred Qualifications

• Interest in healthcare sector investing

About Our Company

We are a diversified financial services leader managing over $1 trillion in assets, with a global team of 20,000+ professionals. We serve individual, small business, and institutional clients through our brands: Ameriprise Financial, Columbia Threadneedle Investments, and RiverSource Insurance and Annuities. We foster meaningful careers, invest in the future, and make a difference worldwide.

Compensation and Benefits

The estimated annual salary range is $75,200 - $90,000, with a pay-for-performance philosophy. Compensation may include bonuses, commissions, and long-term incentives. We offer comprehensive benefits supporting health, well-being, and work-life balance, including vacation, sick leave, 401(k), and insurance plans.

Additional Details

This is a full-time, non-exempt position within our Investment Management group. We are an equal opportunity employer, considering all qualified applicants regardless of race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability, veteran status, or family status.