Columbia Threadneedle Investments
Portfolio Implementation Specialist
Columbia Threadneedle Investments, Boston, Massachusetts, us, 02298
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Portfolio Implementation Specialist
role at
Columbia Threadneedle Investments
What You’ll Do
Enter trade orders into the order management system, monitor limit orders, and seek pre-trade compliance approvals when necessary.
Ensure that “clean orders” are received by the trading desk for execution.
Prepare portfolio rebalances while following established protocols for each fund.
Work with portfolio managers and traders to ensure that investment ideas are effectively and efficiently implemented.
Validate and monitor cash levels throughout the day.
Provide daily trade, position and cash reports to portfolio managers and analysts.
Provide market news and commentary as requested by portfolio manager.
Act as a liaison between the investment team and other internal business partners, including trading, fund administration, client services, legal, and operations.
Understand firm policies, procedures and specific investment account guidelines as they relate to the strategies supported.
Act as team subject matter expert on investment systems, including the order management system, attribution and risk systems.
Perform other ad‑hoc requests, including limited research and special analytics projects.
Required Qualifications
Bachelor’s degree or equivalent work experience
Strong interpersonal skills and the ability to collaborate with multiple teams at multiple levels
Attention to detail, accuracy and timeliness
Experience with (or the ability to quickly learn) specialized investment systems
An interest in financial markets
About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses—Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary The estimated base salary for this role is $71,900- $97,000 / year. We have a pay‑for‑performance compensation philosophy. Your initial total compensation may vary based on job‑related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long‑term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well‑being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Legal and EEO Statement 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.
Job Details Full Time. Non‑Exempt. Job Family Group: Investment Management. Line of Business: AMINV US Asset Management.
Seniority level Entry level
Employment type Full-time
Job function Information Technology
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Portfolio Implementation Specialist
role at
Columbia Threadneedle Investments
What You’ll Do
Enter trade orders into the order management system, monitor limit orders, and seek pre-trade compliance approvals when necessary.
Ensure that “clean orders” are received by the trading desk for execution.
Prepare portfolio rebalances while following established protocols for each fund.
Work with portfolio managers and traders to ensure that investment ideas are effectively and efficiently implemented.
Validate and monitor cash levels throughout the day.
Provide daily trade, position and cash reports to portfolio managers and analysts.
Provide market news and commentary as requested by portfolio manager.
Act as a liaison between the investment team and other internal business partners, including trading, fund administration, client services, legal, and operations.
Understand firm policies, procedures and specific investment account guidelines as they relate to the strategies supported.
Act as team subject matter expert on investment systems, including the order management system, attribution and risk systems.
Perform other ad‑hoc requests, including limited research and special analytics projects.
Required Qualifications
Bachelor’s degree or equivalent work experience
Strong interpersonal skills and the ability to collaborate with multiple teams at multiple levels
Attention to detail, accuracy and timeliness
Experience with (or the ability to quickly learn) specialized investment systems
An interest in financial markets
About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses—Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary The estimated base salary for this role is $71,900- $97,000 / year. We have a pay‑for‑performance compensation philosophy. Your initial total compensation may vary based on job‑related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long‑term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well‑being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Legal and EEO Statement 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.
Job Details Full Time. Non‑Exempt. Job Family Group: Investment Management. Line of Business: AMINV US Asset Management.
Seniority level Entry level
Employment type Full-time
Job function Information Technology
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