Sr. Portfolio Management Assistant

Portfolio Management Assistant

As a Portfolio Management Assistant, you will provide operational, analytical, and general administrative support to a team of equity portfolio managers.

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. 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; specific requirements will be discussed during the hiring process.

The estimated base salary for this role is $76,700 – $86,000 per year. The initial total compensation may vary based on job‑related knowledge, skills, experience, and geographical work location. Most roles are eligible for variable pay in the form of bonus, commissions, and/or long‑term incentives depending on the role. A competitive and comprehensive benefits program supports all aspects of health and well‑being, including vacation time, sick time, 401(k), and health, dental and life insurances.

Full‑time, Exempt/Non‑Exempt, Non‑Exempt

Investment Management – Line of Business AMINV US Asset Management Columbia Threadneedle

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, please discuss your needs with your recruiter.