Senior Portfolio Management Assistant

Ameriprise Financial Services, LLC

Senior Portfolio Management Assistant supporting portfolio management teams in the healthcare hedge fund sector. Involves monitoring, reporting, and acting as point of contact for compliance and operations.

Posted 7/14/2026full-timeNew York City • New York • 🇺🇸 United StatesSenior💰 $76,700 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in portfolio management, including portfolio construction, cash monitoring, and trade order entry, while ensuring compliance with client guidelines. Strong attention to detail and accuracy in reporting and communication with teams and partners is essential.

Highest-signal resume keywords

Portfolio ManagementTrade Order EntryReportingInterpersonal SkillsAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Interpersonal SkillsAttention to DetailAccuracyTimeliness

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Portfolio ConstructionCash MonitoringEquity Trade OrdersClient GuidelinesHealthcare

About the role

Key responsibilities & impact

Support portfolio management teams in portfolio construction and implementation
Monitor portfolio cash and holdings
Enter equity trade orders
Provide daily, monthly, and quarterly reporting
Ensure portfolios align with client guidelines
Act as point of contact between teams and partners
Respond to ad hoc requests

Requirements

What you’ll need

Bachelor’s degree or equivalent work experience
Strong interpersonal skills
Interest in programming languages
Attention to detail, accuracy, and timeliness
Experience in science or healthcare preferred

Benefits

Comp & perks

vacation time
sick time
401(k)
health insurance
dental insurance
life insurance