Portfolio Manager's Assistant Multi Asset

2 weeks ago

London, Greater London, United Kingdom Ameriprise Financial Full time
About the Role

This is an exciting opportunity to join our Investment Support team as a Multi Asset Portfolio Support Specialist. As a key member of our team, you will provide direct support to our Multi Asset Teams, assisting in the day-to-day management of their portfolios and providing oversight of various back and middle office functions.

Key Responsibilities
  • Direct support for the investment teams, conducting day-to-day management of portfolios
  • Portfolio monitoring daily, including cash and suggesting trades where applicable
  • Monitoring potential capital calls for illiquid asset categories
  • Raising orders in the Order Management System (OMS)
  • Collaborating closely with Investment Operations/Business Risk and Service (BRS) on queries and data issues
  • Interaction with other investment teams, such as collating and providing data, responding to queries
  • Supporting portfolios in transition through enhanced monitoring
  • Providing daily and ad-hoc reporting to the investment team to assist with the decision-making process
  • Monitoring assets approaching maturity and advising Fund Managers
  • Monitoring portfolio hedging requirements
  • Timely and effective query resolution for Fund Managers
  • Ad-hoc project management
  • Provision of data for client presentations, Requests for Proposal (RFP), and ad-hoc requests
  • Loading look-through data for pooled funds on a monthly basis
Requirements
  • Proven experience supporting front office within a similar support role (i.e., Financial Management Assistant, Performance Analyst, or Trade Support)
  • Knowledge of multi-asset portfolios and/or a range of assets (Fixed Income, Equity, Fund of Funds, Derivatives)
  • Aladdin user preferable
  • Understanding of asset allocation process
  • Advanced Excel / VBA / Coding preferable/Power BI
  • Excellent communicator
About Ameriprise Financial

Ameriprise Financial is a leading financial services company that provides a range of investment and insurance products to individuals and institutions. We are committed to helping our clients achieve their financial goals and live their best lives.

We are a people business, and we recognize that our success is due to our talented people, who bring diversity of thought, complementary skills, and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client base.

We appreciate that work-life balance is an important factor for many when considering their next move, so please discuss any flexible working requirements directly with your recruiter.

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