Sr. Portfolio Management Assistant

About Our Company Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.

Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and River Source Insurance and Annuities.

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.

How you’ll spend your time…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.

To be successful in this role you will have…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 timelinessA collaborative can-do attitude

Visa Sponsorship 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).In-Office Collaboration 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.

Base Pay Salary The 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),…