• jobs
  • 3 days ago

jobs description


Columbia Threadneedle Investments, the global asset management subsidiary of Ameriprise Financial, is seeking a Portfolio Management Assistant to join the firm in Boston, MA or Minneapolis, MN...

Key Responsibilities
• Set up trades in trading platforms and ensure accuracy of the trades for individual accounts within the strategies supported. The role may also include conducting limited research projects.
• Update portfolio holdings and databases, monitor portfolio performance, provide performance analytics and related work.
• Serve as a liaison between Investment Team and internal business partners.
• Ability to keep work prioritized for those that the position supports as well as individually.
• Must be able to define problems, collect data, establish facts and draw valid conclusions.
• Ability to interpret and follow a variety of instructions furnished in various forms is essential.
• The position also requires the ability to solve practical problems and deal with a variety of variables in situations where detailed and complex rules and regulations exist.

Required Qualifications
• 1-3 years of relevant experience.
• Bachelor's degree in relevant field or equivalent work experience.
• High level of organization with the ability to multi-task and prioritize.
• Strong attention to detail.
• Ability to work well in a fast-paced environment.
• Strong computer skills and aptitude for technology, including Microsoft office systems (excel, word, etc.) required.
• Strong interpersonal skills with the ability to interface with multiple teams and individuals at various levels.
• Excellent written and verbal communication skills required.

Preferred Qualifications
• Previous experience with BlackRock Aladdin.
• Previous experience with derivatives.
• Experience with risk, attribution or order management systems a plus.
• R, Python, or other data mining skills.
• Financial services industry experience preferred.
• Investment middle or back-office experience preferred.
• Basic level of understanding of the financial markets a plus.
• Experience working within an operational and compliance environment a plus.

About Our Company

We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing 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 Services, 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.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.


Full time



Job Family Group

Investment Management

Line of Business

AMINV US Asset Management

Requisition Number

Minneapolis MN USA


Apply - Portfolio Management Assistant - Asset Allocation Minneapolis