Sr Portfolio Mgmt Asst

Key Responsibilities
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.

What you’ll do:

• Work closely with several portfolio management teams 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.
• Provide basic administrative support for portfolio management activities, including travel arrangements, expense reporting and scheduling meetings.

What you’ll like about the role:

• 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

Required 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

About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 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.

Requisition Number