Provide operational and analytical support to portfolio managers and analysts. Provide an important operational link between the investment team and the trading team. Function as a liaison between the investment team and other internal business partners.
Enter individual security trading orders (Equity Long/Short, Derivatives), monitor limit orders, and seek pre-trade compliance approvals when necessary. Ensure "clean orders" are received by the Trading desk for execution. Independently prepare and run trading buy/sell (re-balance) programs for assigned portfolios, while following established protocols for each fund and seeking input from portfolio managers and/or trading, as necessary or required.
Validate and monitor cash levels throughout the day. Provide daily trade or cash reports to Portfolio Managers and Analysts.
Provide market news and commentary as requested by portfolio manager/analysts by gathering intel from news sources such as Bloomberg/research reports and potentially communicating with sales traders and position traders at other firms.
Act as a liaison between the investment team and other internal business partners, as it relates to the strategies supported, which includes investment performance and risk, marketing/investor relations, corporate actions team, compliance, and information technology.
Understand firm policies, procedures, and specific investment account guidelines and limits as they relate to the strategies supported. Maintain/update procedure manual.
Monitor team portfolio holdings and related work in accordance with policies to ensure accuracy. Update portfolio holdings and databases.
Perform other ad-hoc requests, including limited research and special analytic projects, as required.
1-5 years of related experience.
Possess strong interpersonal skills. Collegial "team player" mentality who can work well within groups as well as independently.
Investment Management business knowledge and experience with equities securities, derivative experience a plus.
Strong attention to detail and organizational skills.
Excellent written and verbal communication skills and not hesitant to seek clarification to ensure understanding.
Strong computer skills and aptitude for technology. Proficiency in Microsoft Office applications, specifically in Excel.
Comfortable working in a fast pace, open office atmospheres.
Ability to solve practical problems and deal with a variety of variables in situations where detailed and complex rules and regulations exist.
Strong mathematical skills
BA or BS degree in Finance, Mathematics, Computer Science or other field.
Basic level of understanding of the financial markets.
About Our Company
Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We're intentionally built to help our clients succeed, backed by a global team of 2,000 people including more than 450 investment professionals sharing global perspectives across all major asset classes and markets. At Columbia Threadneedle, you'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority. In addition to our competitive total rewards package, employees stay with us because of our culture and commitment to their development. And, backed by the strength of our parent company, Ameriprise Financial, we are committed to providing you with the tools, resources, recognition and rewards to help you shape the career you want.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.