Middle Office Specialist

Ameriprise Financial, Inc.
Minneapolis, USA
Sep 29, 2022
Oct 29, 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
This is an exciting Investment Operations position that offers a wide variety of tasks and responsibilities, working collaboratively within a team environment. This fast-paced role involves communication with internal and external business partners, prioritizing tasks, attention to detail, working under pressure to meet deadlines and escalating systems issues related to account setup, trading, accounting, side systems and interfaces. Tasks include trading account setup & maintenance, position reconciliation, custodian on-boarding, class action work, process improvements and project work.


  • Ensure the timely and accurate setup of trading accounts in all systems. Research and resolve position differences between trading and accounting systems daily to meet SLA deadlines. Monitor emails for any account changes, and ensure the changes are made accurately and timely. Run reports to pull transaction and positions needed for class action filing on a monthly basis. Responsible for loading and removing positions for any newly on-boarded/terminated account within the trading platform. Systems used include Aladdin, PAM/PFI, Invest One, Golden Source Security Master, FRT, KTMC, Excel, Outlook, Bloomberg, SharePoint, custodian websites, and many proprietary databases.

Required Qualifications

  • The ideal candidate will possess a background or equivalent investment industry experience in financial/fund accounting, finance, or middle/back office processing. High standards for accuracy and attention to detail, as well as strong written and oral communication skills. Ability to build relationships and work within a team environment to meet daily SLA's.
  • Industry licenses are not required or sponsored for this role.

Preferred Qualifications

  • Knowledge of multiple security types, the securities market, trade settlements, positions reconciliation, or an understanding of account setups within a trading system would be a plus. Some knowledge of MS Access, and MS Excel preferred. College degree recommended, but not required.

About Our Company

Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We're intentionally built to help our clients succeed, backed by a global team of 2,000 people including more than 450 investment professionals sharing global perspectives across all major asset classes and markets. At Columbia Threadneedle, you'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority. In addition to our competitive total rewards package, employees stay with us because of our culture and commitment to their development. And, backed by the strength of our parent company, Ameriprise Financial, we are committed to providing you with the tools, resources, recognition and rewards to help you shape the career you want.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
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