Research Analyst

Ameriprise-Financia; Gurugram District; Hybrid; INR 2,000,000 - 3,200,000; Full time

Job summary

Ameriprise India LLP seeks a Lead Research Analyst to support the Alternative Investments and Manager Research teams. You will perform investment data analysis, due diligence support, reporting, and operational research across private and liquid strategies.

You will collaborate with investment analysts to monitor managers, onboard products, and contribute to reporting initiatives, gaining broad exposure to investment processes and research methodologies.

Qualifications

• 5+ years of relevant experience in investment research, due diligence, or alternative investments.
• Strong analytical, critical thinking, and problem-solving capabilities.
• Excellent written and verbal communication skills.

Responsibilities

• Support quarterly and ongoing monitoring of alternative investment offerings by gathering, validating, and analyzing data.
• Prepare recurring research reports, dashboards, and materials using internal systems and external data sources.
• Assist with due diligence by reviewing documents and extracting key information for review.

Skills

Analytical thinking

Critical thinking

Problem-solving

Written communication

Verbal communication

Independent work

Series 7 license

Education

Bachelor’s degree in Finance, Economics, Investments or related field

CFA/CAIA designation (preferred)

Tools

FactSet

Morningstar

Preqin

Bloomberg

Job description

About Our CompanyAmeriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection.Be part of an inclusive, collaborative culture that rewards you for your contributions, and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong, ethical company that cares, take the next step and create a career at Ameriprise India LLP.Job DescriptionThe Lead Research Analyst will support the Alternative Investments and Manager Research teams by performing investment data analysis, due diligence support, reporting, and operational research activities across both private and liquid alternative investment offerings. The role will partner closely with investment analysts and portfolio research professionals to support ongoing manager monitoring, research projects, investment onboarding activities, and various reporting initiatives.This position provides broad exposure to alternative investments, manager research processes, and investment due diligence activities across multiple asset classes. The analyst will have the opportunity to develop investment knowledge while supporting a wide range of research, reporting, and analytical functions for both private and liquid alternative investment strategies.Key ResponsibilitiesSupport quarterly and ongoing monitoring of alternative investment offerings by gathering, validating, and analyzing performance, asset, distribution, redemption, and portfolio-level data.Prepare recurring research reports, dashboards, and analytical materials utilizing internal systems, FactSet, Morningstar, Preqin, Bloomberg, and other third-party data sources.Assist with due diligence activities by reviewing offering documents, RFIs, marketing materials, and manager communications and extracting key information for analyst review.Coordinate and maintain investment research databases, due diligence records, SharePoint sites, and document repositories.Support manager onboarding, product review, and completion memo processes through data collection, drafting, and documentation.Assist with ad hoc analytical projects, including portfolio construction, holdings analyses, risk metrics, and other investment-related research requests.Support recurring private alternatives reporting initiatives, including industry data gathering, performance benchmarking, and market intelligence reporting.Participate in manager meetings and introductory calls, documenting key discussion points and maintaining organized records of manager interactions.Coordinate the distribution, collection, and tracking of due diligence questionnaires, RFI responses, and related materials.Partner with investment research professionals across multiple manager research disciplines to support team initiatives and cross-functional projects.Required Qualifications5+ years of relevant experience in investment research, due diligence, or alternative investmentsBachelor’s degree (or equivalent experience), preferably in Finance, Economics, Investments, or related fieldStrong analytical, critical thinking, and problem-solving capabilitiesExcellent written and verbal communication skillsAbility to manage work independently and prioritize effectivelyActive Series 7 license or ability to obtain within 120 daysPreferred QualificationsDemonstrated knowledge of alternative investment strategies and structuresPrior experience conducting research on private markets (private equity, private credit, real assets)High attention to detail, strong ownership mindset, and intellectual curiosityAdvanced quantitative and analytical skills, with the ability to clearly communicate complex investment conceptsCFA and/or CAIA designation, or an interest in pursuing oneIn-Office CollaborationWe are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least three (3) days per week, with flexibility to work from home two (2) days per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring processFull-Time/Part-TimeFull timeTimings(2:00p-10:30p)India Business UnitAWMPO AWMP&S President's OfficeJob Family GroupBusiness Support & OperationsAmeriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, military status, veteran status, marital status, pregnancy, 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.