Portfolio Implementation Specialist

Ameriprise Financial Services, LLC•Boston, MA

About The Position

Columbia Threadneedle is looking for an Implementation Specialist to join the team supporting our growing hedge fund business. The person who will be successful in this role will be someone who thrives in a fast-paced environment, is a continuous learner and is able to prioritize tasks for themselves and others. What you’ll do: Enter trade orders into the order management system, monitor limit orders, and seek pre-trade compliance approvals when necessary. Ensure that “clean orders” are received by the trading desk for execution. Prepare portfolio rebalances while following established protocols for each fund. Work with portfolio managers and traders to ensure that investment ideas are effectively and efficiently implemented. Validate and monitor cash levels throughout the day. Provide daily trade, position and cash reports to portfolio managers and analysts. Provide market news and commentary as requested by portfolio manager. Act as a liaison between the investment team and other internal business partners, including trading, fund administration, client services, legal, and operations. Understand firm policies, procedures and specific investment account guidelines as they relate to the strategies supported. Act as team subject matter expert on investment systems, including the order management system, attribution and risk systems. Perform other ad-hoc requests, including limited research and special analytics projects.

Requirements

Bachelor’s degree or equivalent work experience
Strong interpersonal skills and the ability to collaborate with multiple teams at multiple levels
Attention to detail, accuracy and timeliness
Experience with (or the ability to quickly learn) specialized investment systems
An interest in financial markets

Responsibilities

Enter trade orders into the order management system, monitor limit orders, and seek pre-trade compliance approvals when necessary.
Ensure that “clean orders” are received by the trading desk for execution.
Prepare portfolio rebalances while following established protocols for each fund.
Work with portfolio managers and traders to ensure that investment ideas are effectively and efficiently implemented.
Validate and monitor cash levels throughout the day.
Provide daily trade, position and cash reports to portfolio managers and analysts.
Provide market news and commentary as requested by portfolio manager.
Act as a liaison between the investment team and other internal business partners, including trading, fund administration, client services, legal, and operations.
Understand firm policies, procedures and specific investment account guidelines as they relate to the strategies supported.
Act as team subject matter expert on investment systems, including the order management system, attribution and risk systems.
Perform other ad-hoc requests, including limited research and special analytics projects.