Portfolio Assistant

2 weeks ago

London, Greater London, United Kingdom Ameriprise Financial Full time

About the Role

This position sits within our Investment Support function, providing direct support to the Multi Asset Teams. The successful candidate will assist in the day-to-day management of their portfolios, including portfolio monitoring, cash management, and trade suggestions. They will also be responsible for monitoring potential capital calls for illiquid asset categories, raising orders in the OMS, and collaborating closely with Investment Operations/BRS on queries and data issues.

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 OMS
  • Collaborating closely with Investment Operations/BRS on queries and data issues
  • Interaction with other investment teams – e.g. collating and providing data, responding to queries
  • Supporting portfolios in transition through enhanced monitoring
  • Provide daily and ad-hoc reporting to the investment team to assist with the decision-making process
  • Monitor assets approaching maturity and advise Fund Managers
  • Monitor portfolio hedging requirements
  • Timely and effective query resolution for Fund Managers
  • Ad-hoc project management
  • Provision of data for client presentations, RFP & ad-hoc requests
  • Loading look-through data pooled funds on a monthly basis

Requirements

  • Proven experience supporting front office within a similar support role (i.e. FMA, 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 Columbia Threadneedle Investments

Working at Columbia Threadneedle Investments, you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed, with a global team of 2,500 people working together. Our expertise is diverse, with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.

We're a people business, and we recognise 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.

Full-Time/Part-Time

Full time

Worker Sub Type

Permanent

Job Family Group

Investment Management

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