Research Analyst IND

56672 Ameriprise India LLP; Dadri; On-site; INR 4,000,000 - 6,000,000; Full time

Job summary

Ameriprise India LLP headquartered in Minneapolis with a global presence, invites a Lead Research Analyst to join the Alternatives team in India. You will support data analysis, due diligence, and reporting across private and liquid strategies.

You will work with investment analysts to develop research materials using FactSet, Morningstar, Preqin, and Bloomberg, and contribute to onboarding, memo processes, and cross-functional projects.

Qualifications

• 5+ years of experience in investment research, due diligence, or alternative investments.
• Bachelor’s degree (or equivalent) in Finance, Economics, Investments, or related field.
• Active Series 7 license or ability to obtain within 120 days.

Responsibilities

• Support quarterly and ongoing monitoring of alternative investment offerings by gathering and analyzing performance and portfolio data.
• Prepare recurring research reports and dashboards using internal and third-party data sources.
• Assist with due diligence by reviewing offering documents and extracting key information for analysts.
• Coordinate and maintain investment research databases and document repositories.
• Support manager onboarding, product review, and completion memo processes through data collection and documentation.
• Assist with ad hoc analytical projects including portfolio construction and risk metrics.
• Support private alternatives reporting initiatives with data gathering and market intelligence.
• Participate in manager meetings and document key discussions.
• Coordinate the distribution and tracking of due diligence questionnaires and related materials.

Skills

Analytical thinking

Communication

Independent work

Education

Bachelor’s degree in Finance/Economics/Investments

Tools

FactSet

Morningstar

Preqin

Bloomberg

Job description

About Our Company

Ameriprise 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 Description

The 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 Responsibilities

• Support 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 Qualifications

• 5+ years of relevant experience in investment research, due diligence, or alternative investments
• Bachelor’s degree (or equivalent experience), preferably in Finance, Economics, Investments, or related field
• Strong analytical, critical thinking, and problem-solving capabilities
• Excellent written and verbal communication skills
• Ability to manage work independently and prioritize effectively
• Active Series 7 license or ability to obtain within 120 days

Preferred Qualifications

• Demonstrated knowledge of alternative investment strategies and structures
• Prior experience conducting research on private markets (private equity, private credit, real assets)
• High attention to detail, strong ownership mindset, and intellectual curiosity
• Advanced quantitative and analytical skills, with the ability to clearly communicate complex investment concepts
• CFA and/or CAIA designation, or an interest in pursuing one

Full-Time/Part-Time Full time Timings (2:00p-10:30p) India Business Unit AWMPO AWMP&S President's Office

Job Family Group Business Support & Operations

Ameriprise 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.

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth. Explore opportunities within each business and region below.