Columbia Threadneedle Investments · 1 week ago
Portfolio Implementation Specialist
Boston, MA
Full-time
Onsite
New Grad, Entry Level
$72K/yr - $97K/yrColumbia Threadneedle Investments is a diversified financial services leader with a significant presence in asset management. They are seeking an Implementation Specialist to support their hedge fund business by managing trade orders, preparing portfolio rebalances, and collaborating with various internal teams to ensure effective investment implementation.
Asset ManagementConsultingFinancial Services
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
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
Columbia Threadneedle Investments
Columbia Threadneedle Investments is an asset management firm.
Founded in 1985
1001-5000 employees
H1B Sponsorship
Columbia Threadneedle Investments 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
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Trends of Total Sponsorships
2025 (8)
2024 (6)
2023 (3)
2022 (14)
2021 (6)
2020 (5)
Funding
Current Stage
Late StageRecent News
2026-01-09
2026-01-09
2025-12-21
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