Sr Portfolio Mgmt Asst

Senior Portfolio Management Assistant

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

• 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 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.

What you'll like about the role :

Required qualifications include :

About our company :

We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration, and advisement as of 2024. With our team 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 - 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.

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.