Portfolio Management Associate

This role is with Columbia Threadneedle Investments, the global asset management subsidiary of Ameriprise Financial. The PMA team provides operational, analytical, and general support to Portfolio Managers and Investment teams to allow them to focus on investment management activities.

General Front Office support
Timely and effective query resolution for PM, including system and data issues flagged by Fund Managers, such as pricing and holding queries.
Liaising with internal stakeholders, including Operations, Data Management, Technology, Compliance, Legal etc
Portfolio monitoring daily including cash and suggesting trades where applicable.

Trade order raising
Trade Implementation & raising orders in the OMS. Perform daily checks process to recommend trades, highlight potential trades / likely actions.
Monitor portfolio hedging requirements.
Monitor assets approaching maturity and advise Fund Managers

Corporate Actions
Monitor all Corporate Action emails from Operations.
Diarise due dates.
Collate responses from PM.

Reporting (various daily, weekly, monthly, quarterly deliverables)
Provide daily and ad-hoc reporting to the investment team to assist with the decision making process
Provision of data for client presentations, RFP & ad-hoc requests.
Monitoring and reporting of an investment team s portfolio holdings, flows, cash liquidity & overdrafts

Change / Project work / Non-BAU
Ad hoc project management. Be a key contributor to the Global Investments Business Change team.
Supporting portfolios in transition through enhanced monitoring.
Process enhancements and efficacy. System upgrades/testing/changes

Other ad-hoc duties
Risk and Compliance Oversight and Management
Monitor derivative positions and lifecycle events are processed accordingly.
Attend regular team meetings with Multi-Asset Investment team to discuss priority / focus areas.

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U. S. based financial planning company headquartered in Minneapolis with a global presence. The firm s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.