Portfolio Assistant

4 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

Requirements

  • Proven experience supporting front office within a similar support role (i.e. FMA, Performance Analyst or Trade Support)
  • Knowledge of a 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

Columbia Threadneedle Investments is 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.


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