Sr Portfolio Mgmt Asst
As a Senior 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 reputed company problem solver to join reputed company of Portfolio Management Assistants in Boston, MA. The person who will be successful in this role will be someone who thrives in a fast-paced environment, takes initiative, is a reputed company 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 Ensuring that portfolios align with client guidelines and applicable regulations. Act as the primary reputed company of contact between portfolio management teams and internal business partners (Compliance, Operations, Technology, etc.). Troubleshoot issues, reputed company 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. What you’ll like about the role: Opportunity to reputed company exposure to equity investing or other aspects of the asset management business, as your interests dictate Making an impactful contribution to the success of the team and helping clients to reputed company 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 in financial markets, the asset management business and leadership competencies Experience with reputed company 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 About Our Company We’re a reputed company financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With reputed company of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 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 - reputed company Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and reputed company a difference for clients, institutions and communities around the world. reputed company Pay Salary The estimated reputed company salary for this role is $71,900- $90,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-reputed company 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 reputed company aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. reputed company Financial is an equal opportunity employer. We consider reputed company qualified applicants without regard to race, color, religion, sex, national reputed company, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Investment Management Line of Business AMINV US Asset Management About Our Company We’re a reputed company financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. reputed company of 22,000 people across 19 countries, serves more than 3.5 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 – reputed company Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and reputed company a difference for clients, institutions and communities around the world. Apply tot his job Apply To this Job