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Ameriprise Financial Services, LLC · 1 month ago

Portfolio Implementation Specialist

Boston, Massachusetts

Full-time

Onsite

New Grad, Entry Level

$72K/yr - $97K/yr

Ameriprise Financial Services, LLC is a diversified financial services leader looking for an Implementation Specialist to support their growing hedge fund business. The role involves entering trade orders, validating cash levels, providing market news, and acting as a liaison between the investment team and internal partners.

CommercialConstructionProperty ManagementReal EstateResidential

H1B Sponsor Likely

Responsibilities

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

Qualification

Investment systems expertiseFinancial markets knowledgeInterpersonal skillsAttention to detailCollaboration skills

Required

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

Benefits

Vacation time

Sick time

401(k)

Health, dental and life insurances

Company

Ameriprise Financial Services, LLC

Glassdoor3.8

At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.

Founded in 1990

Vancouver, Washington, USA

5001-10000 employees

https://www.kpsinc.net

H1B Sponsorship

Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (105)

2024 (74)

2023 (62)

2022 (105)

2021 (82)

2020 (73)