Sr Portfolio Management Assistant

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

Key Responsibilities
We’re looking for a Sr. Portfolio Management Assistant to support our healthcare hedge fund strategy. 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.
What you’ll do:

• Work closely with the portfolio management team 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.

• Respond to ad hoc requests from portfolio managers, including requests for portfolio analytics, transaction details and market commentary

What you’ll like about the role:

• The opportunity to work closely with investment professionals and to gain exposure to investing in the healthcare sector

• Making an impactful contribution to the success of the team and helping clients to achieve their investment goals

• An organization with ongoing dedication to Diversity, Equity, and Inclusion

• A working climate that values and supports varied perspectives and cultures

Required Qualifications

• 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 and the asset management business

• 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

Preferred Qualifications

• An interest in learning more about investing in the healthcare sector

About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

The estimated rate for this role is $75,200 - $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 timeNon-ExemptInvestment ManagementAMINV US Asset Management