Senior Portfolio Management Assistant
Posted on: 29 Nov 2021
Boston, MA
Job Description
Job Description
Where you’ll fit in & what our team goals are….
In this role, you will provide operational, analytical and general administrative support to a team of equity portfolio managers.
This is a great opportunity for someone with strong interpersonal skills with the ability to interface with multiple teams at multiple levels to take the next step in their career. You will have direct and regular interaction with Fund Managers and would be a good opportunity for someone with an Operations background in Asset Management looking to transition into a Front Office environment.
Responsibilities
How you'll spend your time....
We’re looking for a detail-oriented problem solver to join our team of Portfolio Management Assistants. 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 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 and ensuring that portfolios comply 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.
Provide basic administrative support for portfolio management activities, including travel arrangements, expense reporting and scheduling meetings.
Conduct foundational investment research and create analysis/reporting to support the investment management process.
What you’ll like about the role:
Opportunity to gain exposure to equity investing or other aspects of the asset management business
Making an impactful contribution to the success of the team and helping clients to achieve their investment goals
An organization with steadfast commitment to diversity and inclusion
A working climate that values and supports different perspectives and culture
Required Qualifications
To be successful in this role you will have....
Bachelor’s degree or equivalent work experience
Strong interpersonal skills with the ability to interface with multiple teams at multiple levels
Interest in learning more about financial markets, the asset management business and leadership competencies
Technological aptitude with Microsoft Office, an interest in programming languages and an ability to quickly learn specialized investment systems
Attention to detail, accuracy, and timeliness, and a cooperative can-do attitude
Ameriprise Financial
Minneapolis, MN
Ameriprise Financial, Inc., through its subsidiaries, provides various financial products and services to individual and institutional clients in the United States and internationally. It operates through five segments: Advice & Wealth Management, Asset Management, Annuities, Protection, and Corporate & Other. The Advice & Wealth Management segment provides financial planning and advice, as well as full-service brokerage services primarily to retail clients through its advisors. The Asset Management segment offers investment management and advice, and investment products to retail, high net worth, and institutional clients through unaffiliated third party financial institutions and institutional sales force. Its products also include U.S. mutual funds and their non-U.S. equivalents, exchange-traded funds, variable product funds underlying insurance, and annuity separate accounts; and institutional asset management products, such as traditional asset classes, separately managed accounts, individually managed accounts, collateralized loan obligations, hedge funds, collective funds, and property funds.
The Annuities segment provides variable and fixed annuity products to individual clients through affiliated and unaffiliated advisors, and financial institutions. The Protection segment offers various products to address the protection and risk management needs of retail clients, including life, disability income, and property casualty insurance through advisors and affinity relationships.
The Corporate & Other segment consist of long term care business, net investment income or loss on corporate level assets. The company was formerly known as American Express Financial Corporation and changed its name to Ameriprise Financial, Inc. in September 2005. Ameriprise Financial, Inc. was founded in 1894 and is headquartered in Minneapolis, Minnesota.
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IndustryBanking/Financial Services
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No. of Employees14, 000
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Website
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Jobs Posted75
