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 RiverSource Insurance and Annuities.
Job Description
The Portfolio Management Assistant supports daily portfolio operations, trade-readiness, rebalancing activity, business development activities, issue resolution, and process improvement efforts. This role requires strong attention to detail, analytical problem-solving, effective communication, and the ability to work collaboratively with Portfolio Managers, internal operations teams, external business partners, and vendors in a fast-paced environment.How you'll spend your time...
Execute daily portfolio validation and monitoring processes, including validation checks, automated reporting review, cash position tracking, and flow monitoring to ensure accurate portfolio operations.
Identify and escalate portfolio issues requiring immediate attention to minimize operational risk and support timely resolution.
Implement portfolio rebalance scheduling in preparation for trading activities.
Support trading and rebalancing activity by raising orders in order management systems and acting as a second set of eyes for Portfolio Managers.
Execute market orders and manage corporate actions to support accurate and efficient portfolio activity.
Communicate with external business partners, vendors, internal operations teams, and counterparties to support smooth daily operations.
Troubleshoot settlement issues, monitor partial fills, and coordinate follow-ups to resolve operational breaks.
Drive process improvement and documentation initiatives by identifying automation opportunities, developing standard operating procedures, and maintaining process documentation to support business continuity.
Review client proposals to ensure data integrity before sending to Distribution partners.
To be successful in this role you will have...
Ability to work effectively in a fast-paced, deadline-driven environment.
Strong analytical and problem-solving skills with the ability to define problems, collect data, establish facts, and draw valid conclusions.
Exceptional attention to detail and commitment to accuracy.
Excellent written and verbal communication skills.
Strong organizational skills with the ability to multi-task, prioritize, and follow through on deadlines.
Task-oriented approach with a focus on follow-ups, accountability, and timely execution.
Ability to build collaborative relationships across teams and business partners.
Inquisitive mindset with a commitment to continuous learning and process improvement.
Highly analytical professional with a degree in Mathematics or a related quantitative discipline, strong technical and programming skills, and the ability to apply data-driven solutions to complex business and operational challenges.
It would be great if you also had...
Financial services industry experience.
Understanding of direct indexing, investment strategies, and market dynamics.
Familiarity with portfolio optimization concepts.
Intermediate to advanced Microsoft Office skills, including Excel, Word, PowerPoint, and Visio.
Experience with process automation tools.
Foundational knowledge of AI theory and practical automation use cases.
U.S. Work Authorization & 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 - $90,000 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/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
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.
Skills Required
- Ability to work effectively in a fast-paced, deadline-driven environment
- Strong analytical and problem-solving skills
- Exceptional attention to detail and commitment to accuracy
- Excellent written and verbal communication skills
- Strong organizational skills, including multitasking, prioritization, and deadline management
- Task-oriented approach with focus on follow-up, accountability, and timely execution
- Ability to build collaborative relationships across teams and business partners
- Commitment to continuous learning and process improvement
- Degree in Mathematics or a related quantitative discipline
- Strong technical and programming skills
- Ability to apply data-driven solutions to complex business and operational challenges
- Financial services industry experience
- Understanding of direct indexing, investment strategies, and market dynamics
- Familiarity with portfolio optimization concepts
- Intermediate to advanced Microsoft Office skills, including Excel, Word, PowerPoint, and Visio
- Experience with process automation tools
- Foundational knowledge of AI theory and practical automation use cases
- Valid U.S. work authorization that does not require current or future visa sponsorship
Ameriprise Financial Services, LLC Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ameriprise Financial Services, LLC and has not been reviewed or approved by Ameriprise Financial Services, LLC.
-
Retirement Support — Feedback suggests a 401(k) with company contributions and financial well‑being programs strengthens long‑term savings. Employee stock purchase access and planning subsidies further support retirement readiness.
-
Strong & Reliable Incentives — Feedback suggests annual and long‑term performance incentives, alongside variable or commission components in advisor roles, can create meaningful upside for certain positions. Licensing support and bonus opportunities reinforce a performance‑linked pay mix.
-
Flexible Benefits — Feedback suggests flexible work options, the ability to purchase extra vacation, and paid volunteer time provide adaptable benefits for different life needs. On‑site clinic and fitness resources at headquarters and wellbeing programs add convenient lifestyle support.
Ameriprise Financial Services, LLC Insights
What We Do
Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals. We believe that with the right advisor, the right advice, and the right firm, life can be brilliant. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Learn how you can build your career at Ameriprise Financial. *Ameriprise Financial Q2 2020 Statistical Supplement All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested. By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial. Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.
