Investment Portfolio Assistant

1 week ago


London, Greater London, United Kingdom Ameriprise Financial Full time

About the Role

This is an exciting opportunity to join our Investment Support EMEA/APAC function as a Portfolio Manager's Assistant Multi Asset. As a key member of the team, you will provide direct support to the Multi Asset Teams, assisting in the day-to-day management of their portfolios and providing oversight of various back & 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 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.

Columbia Threadneedle is 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.



  • London, Greater London, United Kingdom Insight Investment Full time

    Job Title: Investment Portfolio AnalystJob Summary:Insight Investment is seeking an Investment Portfolio Analyst to join its Secured Finance team in London. This role will focus on analysing and recommending structured finance investments across the capital structure from Investment Grade debt to Unrated instruments.Key Responsibilities:Modelling and...

  • Portfolio Manager

    2 months ago


    London, Greater London, United Kingdom AXA Investment Managers Full time

    About the RoleWe are seeking a highly skilled Portfolio Manager to join our US Equity team at AXA Investment Managers. As a key member of our team, you will be responsible for co-managing our US Equity strategies and identifying growth/innovative companies suitable for our long-term investment horizon.Key ResponsibilitiesCo-manage one or more of our US...

  • Portfolio Manager

    2 months ago


    London, Greater London, United Kingdom AXA Investment Managers Full time

    About the RoleWe are seeking a highly skilled Portfolio Manager to join our US Equity team at AXA Investment Managers. As a key member of our team, you will be responsible for co-managing our US Equity strategies and identifying growth/innovative companies suitable for our long-term investment horizon.Key ResponsibilitiesCo-manage one or more of our US...


  • London, Greater London, United Kingdom Insight Investment Full time

    Job DescriptionInsight Investment is seeking a highly skilled Investment Risk Manager to join its Investment Risk team in London. The successful candidate will be responsible for providing risk information in a timely manner, ensuring data accuracy, relevance, and reliability. This role also involves assisting with the development of global analytics systems...


  • London, Greater London, United Kingdom Insight Investment Full time

    Investment Risk ManagerInsight Investment is seeking a highly skilled Investment Risk Manager to join its Investment Risk team in London. The successful candidate will provide expert opinion, influence, and challenge to the first line of the business to add value to the firm and safeguard client assets.Key Responsibilities:Provide and monitor risk...


  • London, Greater London, United Kingdom Insight Investment Full time

    Investment Risk ManagerInsight Investment is seeking a highly skilled Investment Risk Manager to join its Investment Risk team in London. The successful candidate will provide expert opinion, influence, and challenge to the first line of the business to add value to the firm and safeguard client assets.Key Responsibilities:Provide and monitor risk...


  • London, Greater London, United Kingdom Insight Investment Full time

    Investment Risk ManagerInsight Investment is seeking a skilled Investment Risk Manager to join its dynamic team in London. As a key member of the Investment Risk team, you will play a crucial role in providing risk information and monitoring breaches to ensure the firm's assets are safeguarded.Key Responsibilities:Conduct thorough analysis and evaluation of...


  • London, Greater London, United Kingdom Mason Blake Full time

    At Mason Blake, we are seeking an exceptional Investment Portfolio Manager to join our Emerging Market Equity team. The successful candidate will assist the Fund Managers with the management of their portfolios and the implementation of investment models.The key responsibilities of this role include:Day-to-day management and oversight of the portfolioAssist...

  • Portfolio Manager

    3 weeks ago


    London, Greater London, United Kingdom AXA Investment Managers Full time

    Portfolio Manager - US EquityAt AXA Investment Managers, we are committed to investing for human progress by protecting what matters. As a Portfolio Manager for US Equity, you will play a key role in our Global Equities Team, working closely with our Head of Global Equity to co-manage a range of US Equity funds and mandates.About the RoleAs a Portfolio...

  • Portfolio Manager

    3 weeks ago


    London, Greater London, United Kingdom AXA Investment Managers Full time

    Portfolio Manager - US EquityAt AXA Investment Managers, we are committed to investing for human progress by protecting what matters. As a Portfolio Manager for US Equity, you will play a key role in our Global Equities Team, working closely with our Head of Global Equity to co-manage a range of US Equity funds and mandates.About the RoleAs a Portfolio...


  • London, Greater London, United Kingdom Insight Investment Full time

    Job Title: Client Portfolio ManagerWe are seeking a highly skilled Client Portfolio Manager to join our Pooled Solutions team at Insight Investment. As a key member of our team, you will be responsible for delivering exceptional client service and helping to drive business growth.Key Responsibilities:Develop and maintain in-depth knowledge of Insight's...

  • Portfolio Manager

    4 weeks ago


    London, Greater London, United Kingdom AXA Investment Managers Full time

    About the RoleWe are seeking a highly skilled Portfolio Manager to join our US Equity team at AXA Investment Managers. As a key member of our team, you will be responsible for co-managing our US Equity strategies and identifying growth/innovative companies suitable for our long-term investment horizon.Key ResponsibilitiesCo-manage one or more of our US...

  • Portfolio Manager

    4 weeks ago


    London, Greater London, United Kingdom AXA Investment Managers Full time

    About the RoleWe are seeking a highly skilled Portfolio Manager to join our US Equity team at AXA Investment Managers. As a key member of our team, you will be responsible for co-managing our US Equity strategies and identifying growth/innovative companies suitable for our long-term investment horizon.Key ResponsibilitiesCo-manage one or more of our US...

  • Portfolio Manager

    1 month ago


    London, Greater London, United Kingdom AXA Investment Managers Full time

    About the RoleWe are seeking a highly skilled Portfolio Manager to join our US Equity team at AXA Investment Managers. As a key member of our team, you will be responsible for co-managing our US Equity strategies and identifying growth/innovative companies suitable for our long-term investment horizon.Key ResponsibilitiesCo-manage one or more of our US...

  • Portfolio Manager

    2 months ago


    London, Greater London, United Kingdom AXA Investment Managers Full time

    About the RoleWe are seeking a highly skilled Portfolio Manager to join our US Equity team at AXA Investment Managers. As a key member of our team, you will be responsible for co-managing our US Equity strategies and identifying growth/innovative companies suitable for our long-term investment horizon.Key ResponsibilitiesCo-manage one or more of our US...


  • London, Greater London, United Kingdom City, University of London Full time

    About the RoleThe Investment Portfolio Manager will report to the Investment Director and work closely with the Investment Manager to assist with new deal appraisal, due diligence, and portfolio monitoring. The postholder will coordinate operational and administrative processes and liaise with personnel in current and prospective investee companies.Key...


  • London, Greater London, United Kingdom Ameriprise Financial Full time

    Key Responsibilities:As a Portfolio Manager's Assistant - Multi Asset, you will provide direct support to the Multi Asset Teams in the Investment Support EMEA/APAC function. Your role will include:Direct support for the investment teams, conducting day-to-day management of portfolios.Portfolio monitoring daily, including cash and suggesting trades where...


  • London, Greater London, United Kingdom City, University of London Full time

    Job OverviewAt City, University of London, we are seeking a highly skilled Portfolio and Investment Analyst to join our team. The successful candidate will be responsible for assisting with new deal appraisal, due diligence, and portfolio monitoring.Key ResponsibilitiesAssist with new deal appraisal and due diligenceMonitor and report on portfolio...


  • London, Greater London, United Kingdom City, University of London Full time

    Job SummaryWe are seeking a highly skilled Investment Portfolio Manager to join our team at City, University of London. The successful candidate will be responsible for assisting with new deal appraisal, due diligence, and portfolio monitoring.Key ResponsibilitiesAssist with new deal appraisal and due diligenceMonitor and manage the portfolioCoordinate...


  • London, Greater London, United Kingdom LOM Financial Group - Wealth Management Full time

    Job Title: Investment Portfolio ManagerJob Description:At LOM Financial Group - Wealth Management, we are seeking a highly skilled Investment Portfolio Manager to join our team. As an Investment Portfolio Manager, you will be responsible for sourcing, building, and advising upon a portfolio of assets from international high net worth clients.Key...