Analyst - WMS Manager Research

Ameriprise Financial Services, LLC; Charlotte (NC); On-site; USD 105,000 - 128,000; Full time

Benefits offered by this job

401(k)

Health, dental and life insurance

Vacation and sick time

Job summary

Ameriprise Financial Services, LLC is seeking a results-driven investment researcher to support fixed income mutual funds, ETFs, separate accounts, and investment strategists. You will participate in manager selection, conduct due diligence, and help improve analytical tools.

This role requires 2-5 years of experience, a Bachelor’s degree, strong quantitative skills, and proficiency with Bloomberg, Excel, FactSet, and Morningstar Direct, with the ability to manage external partnerships and

Qualifications

• Bachelor’s degree required.
• 2-5 years’ experience in investment research.
• Strong quantitative skills and financial acumen.
• Experience with analytical software (Bloomberg, Excel, FactSet, Morningstar Direct).
• Experience managing external partner relationships.
• Attention to detail and strong written/verbal communication.
• Series 7 license or ability to obtain within 120 days.

Responsibilities

• Conduct investment research and manager selection for fixed income products and related strategies.
• Update, maintain and improve analytical tools, models and processes.
• Manage relationships with external partners and review performance and operations.
• Contribute to cross-organizational projects and serve as a subject matter expert.

Skills

Strong quantitative skills

Attention to detail and communication

Licensing/Registrations: Series 7 or 1

Education

Bachelor’s degree

Tools

Bloomberg

Excel

FactSet

Morningstar Direct

Job description

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

This position will be responsible for providing top quality research and investment analysis, participating in the manager selection process and conducting ongoing due diligence for fixed income mutual funds, exchange-traded funds, separate accounts, and investment strategists across Managed Accounts in support of model portfolios and recommended lists. This position will also manage partner relationships, review marketing/training materials, contribute to cross organizational projects, support senior analysts and improve existing analytical tools.

Responsibilities

• Support the research activities of the broader research organization by conducting comprehensive investment research, analysis and manager selection for assigned product lines. This includes the use of qualitative and quantitative techniques to evaluate investment managers and associated products.
• Update, maintain and improve existing analytical tools, models and processes.
• Actively manage relationships with external partners which includes regular communication on product performance, due diligence, and operational issues.
• Contribute to strategic projects related to business goals. Act as a subject matter expert on medium scale, cross-organizational projects including development, project formation, marketing and maintenance.

Required Qualifications

• 2-5 years’ experience
• Bachelor’s degree
• Strong quantitative skills with the ability to combine investment knowledge and technical expertise to produce effective results.
• Experience with analytical software to analyze investments (Bloomberg, Excel, FactSet, Morningstar Direct).
• Experience managing professional relationship with third party institutions.
• Attention to detail and strong written/verbal communication skills.
• Licensing/Registrations: Series 7 or ability to obtain within 120 days

Preferred Qualifications

• Prior manager research experience
• CFA, CAIA, CIMA

Base Pay Salary

The estimated base salary for this role is $105,000 - $128,000/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurance.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Business Support & Operations

Line of Business

FPPS Wealth Management Solutions

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, 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.