Sr. Portfolio Management Assistant

Job Description

As a 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.

This is an opportunity to gain exposure to equity investing or other aspects of the asset management business, as your interests dictate. You will make an impactful contribution to the success of the team and helping clients to achieve their investment goals.

• 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

• 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, 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

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).

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.

Estimated base salary for this role is $76,700 - $86,000 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.

Full time

Non‑Exempt

Investment Management

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.

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.