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Equity Portfolio Operations Specialist

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Columbia-Threadneedle-Investments
Full Time position
Listed on 2026-07-16
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 76700 - 86000 USD Yearly USD 76700.00 86000.00 YEAR
Job Description & How to Apply Below

Columbia Threadneedle Investments in Boston, MA is seeking a Portfolio Management Assistant to provide operational, analytical, and administrative support to equity portfolio managers. You will monitor portfolio cash and holdings, accurately enter equity trade orders, and deliver daily, monthly, and quarterly reports.

This role requires a Bachelor’s degree or equivalent, strong interpersonal skills, curiosity about financial markets, and the ability to collaborate with multiple teams

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