Sr Portfolio Management Assistant
About The Position
We are looking to hire a Senior Portfolio Management Assistant to support our healthcare hedge fund at Seligman Investments, part of Columbia Threadneedle Investments, an asset manager with over $1 trillion in assets under management and administration. This is a unique opportunity to join a growing fund with an entrepreneurial spirit yet part of a highly established and reputable investment firm/ platform. 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 investing in biotech and the broader healthcare sector and experience at a hedge fund. 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
- An interest in programming languages and an ability to quickly learn specialized investment systems
- Attention to detail, accuracy, and timeliness
Nice To Haves
- Demonstrated interest in science or healthcare
- Exposure to investing
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.
- Respond to ad hoc requests from portfolio manager, including requests for portfolio analytics, transaction details and market commentary.
- Support due diligence activities across healthcare and biotech
- Creating and maintain processes for the hedge fund team
Benefits
- vacation time
- sick time
- 401(k)
- health, dental and life insurances
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
