Equity Analyst, Energy & Materials

Ameriprise Financial Services, LLC; Minneapolis (MN); On-site; USD 158,000 - 237,000; Full time

Job summary

Ameriprise Financial Services, LLC invites applications for an Energy & Materials Equity Analyst. The role focuses on fundamental research across oil, gas, chemicals, metals, mining, and related sectors, with emphasis on financial modeling, earnings analysis, and valuation.

You will collaborate with portfolio managers to inform investment decisions, develop research reports, and contribute to the firm’s growing separately managed account platform.

Qualifications

• 7+ years of equity research experience in energy and materials sectors.
• Bachelor's degree in Finance, Economics, Accounting, or Business; MBA/CFA preferred.
• Applicable securities licenses or registrations, or ability to obtain.
• Strong financial modeling and valuation capabilities.
• Experience in buy-side, sell-side, or institutional environments preferred.
• Excellent communication and collaboration skills.

Responsibilities

• Conduct in-depth fundamental research on sectors, industries, and companies, including financial analysis, valuation, earnings assessment, competitive positioning, and investment thesis development.
• Build and maintain financial models, forecasts, price targets, risk assessments, and investment recommendations that support portfolio construction and security selection decisions.
• Partner with portfolio managers and investment leadership to provide timely insights on portfolio holdings, candidate investments, benchmark performance, and recommended portfolio changes.
• Develop high-quality research reports, earnings updates, sector commentary, thematic publications, and presentations for internal stakeholders and advisors.
• Support advisor engagement activities, educational events, webinars, and due diligence discussions by translating complex analysis into clear and actionable investment perspectives.
• Maintain strong documentation, governance, and compliance practices across all research activities and investment recommendations.

Skills

Equity research

Investment analysis

Asset management

Financial modeling

Valuation

Securities licenses

Communication skills

Education

Bachelor's degree

MBA preferred

CFA designation preferred

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.

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

Join a collaborative investment team where your research will directly influence portfolio decisions and advisor outcomes. As an Energy & Materials Equity Analyst, you will conduct fundamental research across industries such as oil and gas, energy services, chemicals, metals and mining, packaging, and construction materials, including financial modeling, earnings analysis, valuation, and assessment of commodity markets, industry fundamentals, and competitive trends. You will deliver actionable investment recommendations, support portfolio construction, and help strengthen the firm's growing separately managed account platform. This role offers the opportunity to combine analytical insight, sound investment judgment, and cross-functional collaboration while developing deep expertise across the energy and materials sectors and the broader investment organization.

How you'll spend your time...

• Conduct in-depth fundamental research on assigned sectors, industries, and companies, including financial analysis, valuation, earnings assessment, competitive positioning, and investment thesis development.
• Build and maintain financial models, forecasts, price targets, risk assessments, and investment recommendations that support portfolio construction and security selection decisions.
• Partner with portfolio managers and investment leadership to provide timely insights on portfolio holdings, candidate investments, benchmark performance, and recommended portfolio changes.
• Develop high-quality research reports, earnings updates, sector commentary, thematic publications, and presentations for internal stakeholders and advisors.
• Support advisor engagement activities, educational events, webinars, and due diligence discussions by translating complex analysis into clear and actionable investment perspectives.
• Maintain strong documentation, governance, and compliance practices across all research activities and investment recommendations.

To be successful in this role you will have...

• 7+ years of experience in equity research in the energy and materials sectors, investment analysis, asset management, or a related investment function, with demonstrated expertise in fundamental company and sector analysis.
• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field; Master of Business Administration, Chartered Financial Analyst designation, or advanced degree preferred.
• Applicable securities licenses or registrations, or the ability to obtain required licensing within an established timeframe.
• Strong financial modeling, valuation, scenario analysis, and investment recommendation capabilities, including the development of buy, hold, and sell theses.
• Experience within buy-side, sell-side, registered investment advisor, separately managed account, or institutional investment environments is preferred.
• Excellent communication, collaboration, and influencing skills, with the ability to present complex investment views to portfolio managers, advisors, and senior stakeholders.

U.S. Work Authorization & Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration

We 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 four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary

The estimated base salary for this role is $158,000 - $237,000 / 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 insurances.

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.