Equity Analyst, Industrials & Utilities

00052 American Enterprise Investment; Minneapolis (MN); Hybrid; USD 158.000 - 237.000; Vollzeit

Zusammenfassung

Ameriprise Financial is seeking an Industrials & Utilities Equity Analyst to conduct in-depth fundamental research across aerospace and defense, machinery, utilities, and related sectors. You will build financial models, assess valuations, and develop investment theses to support portfolio decisions and the separately managed account platform.

The role emphasizes collaboration with portfolio managers and leadership, clear written research, and timely insights, with in-office work four days a

Qualifikationen

• 7+ years of equity research in Industrials or Utilities.
• Bachelor's degree; MBA/CFA preferred.
• Applicable securities licenses or registrations.
• Strong financial modeling and investment theses.

Aufgaben

• Perform in-depth fundamental research and financial analysis.
• Build and maintain financial models, forecasts, and price targets.
• Provide timely insights to portfolio managers and leadership.
• Develop research reports and sector commentary.
• Support advisor engagement and due diligence discussions.

Kenntnisse

Equity research

Financial modeling

Valuation

Communication skills

Industry analysis

Ausbildung

Bachelor's degree in Finance/Economics/Accounting/Business

MBA or CFA designation preferred

Jobbeschreibung

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 Industrials & Utilities Equity Analyst, you will conduct fundamental research across industries such as aerospace and defense, machinery, transportation, electrical equipment, regulated utilities, and independent power producers, including financial modeling, earnings analysis, valuation, and assessment of industry, regulatory, 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 industrial and utility 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 with a focus on the Industrials and Utilities 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.

Ameriprise Financial

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.

Explore opportunities within each business and region below.

Ameriprise US | Careers Ameriprise India | Careers Columbia Threadneedle Investments US | Careers Columbia Threadneedle Investments EMEA APAC | Careers RiverSource | Careers

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