Portfolio Implmntn Specialist
$86k - $90kThreadneedle group
Job Description Columbia Threadneedle is looking for an Implementation Specialist to join the team supporting our growing hedge fund business. The person who will be successful in this role will be someone who thrives in a fast‑paced environment, is a continuous learner and is able to prioritize tasks for themselves and others. How you’ll spend your time 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. To be successful in this role you will have 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. It would be great if you also had experience with equities/equity derivatives. Visa Sponsorship Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H‑1B, F‑1 CPT, F‑1 OPT, TN). Base Pay Salary The estimated base salary for this role is $86,000‑$90,000 per year. In-Office Collaboration We are a client‑centric, relationship‑based business. Working together, in person, is foundational to how we achieve results. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in‑office time or different in‑office expectations, and specific requirements will be discussed during the hiring process. Equal Employment Opportunity 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 fostering an inclusive and performance‑based culture where everyone can belong, grow, contribute and realise their potential. Columbia Threadneedle is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you. #J-18808-Ljbffr Threadneedle group
$70k - $80k
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