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.
About Our Company
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.
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Timings
(2:00p-10:30p)
India Business Unit
AWMPO AWMP&S President's Office
Job Family Group
Investment Management
What We Do
Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals.
We believe that with the right advisor, the right advice, and the right firm, life can be brilliant.
Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.
Learn how you can build your career at Ameriprise Financial.
*Ameriprise Financial Q2 2020 Statistical Supplement
All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested.
By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.
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