Sr Portfolio Management Assistant

Threadneedle group; New York (NY); On-site; USD 75,000 - 90,000; Full time

Job summary

A leading financial services firm is seeking a Portfolio Management Assistant to provide operational and analytical support to equity portfolio managers. This full-time role involves monitoring portfolios, entering trade orders, and collaborating with various teams to ensure compliance with client guidelines. Ideal candidates will have a Bachelor's degree, strong interpersonal skills, and a keen interest in financial markets.

Benefits

401(k)

Health, dental and life insurances

Vacation time

Sick time

Qualifications

• Bachelor’s degree or equivalent work experience required.
• Strong interpersonal skills and attention to detail.
• Experience with Microsoft Office and interest in programming languages.

Responsibilities

• Support portfolio construction and implementation.
• Monitor portfolio cash and holdings.
• Act as primary contact between portfolio management teams and business partners.

Skills

Interpersonal skills

Attention to detail

Curiosity about financial markets

Ability to collaborate

Education

Bachelor’s degree or equivalent work experience

Tools

Microsoft Office

Job description

As a 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 Sr. Portfolio Management Assistant to support our healthcare hedge fund strategy. 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 the portfolio management team 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.

• Respond to ad hoc requests from portfolio managers, including requests for portfolio analytics, transaction details and market commentary

What you’ll like about the role:

• The opportunity to work closely with investment professionals and to gain exposure to investing in the healthcare sector

• 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 about financial markets and the asset management business

• 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

Preferred Qualifications

• An interest in learning more about investing in the healthcare sector

About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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 rate for this role is $75,200 - $90,000 per 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