Sr. Portfolio Management Assistant

Ameriprise•Boston, MA

7d•Hybrid

About The Position

As a Portfolio Management Assistant, you will provide operational, analytical, and general administrative support to a team of equity portfolio managers. We’re looking for a diligent problem solver to join our team 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 continuous learner, and is able to prioritize tasks for themselves and others. This is an opportunity to gain exposure to equity investing or other aspects of the asset management business, as your interests dictate. You will make an impactful contribution to the success of the team and helping clients to achieve their investment goals.

Requirements

Bachelor’s degree or equivalent work experience
Strong interpersonal skills with the ability to collaborate with multiple teams at multiple levels
Curiosity about financial markets, the asset management business and leadership competencies
Experience with Microsoft 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
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Responsibilities

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.