Fixed Income Research & Manager Due Diligence Associate

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

Job summary

Ameriprise Financial seeks an investment research analyst to provide top-quality research and analysis for fixed income mutual funds, ETFs, and managed accounts. You will support model portfolios and recommended lists while managing relationships with external partners and contributing to cross-organizational projects.

The role emphasizes rigorous quantitative evaluation, tool development, and collaboration with senior analysts to enhance analytical capabilities.

Qualifications

• 2–5 years of investment research experience.
• Bachelor’s degree required.
• Proficient with Bloomberg, Excel, FactSet and Morningstar Direct.
• Excellent written and verbal communication with strong attention to detail.

Responsibilities

• Support research activities by conducting comprehensive investment research, analysis and manager selection.
• Update, maintain and improve analytical tools, models and processes.
• Actively manage relationships with external partners including communication on performance and due diligence.
• Contribute to cross-organizational projects and strategic initiatives.

Skills

Quantitative skills

Investment knowledge

Communication skills

Analytical thinking

Education

Bachelor's degree

Tools

Bloomberg

Excel

FactSet

Morningstar Direct

Job description

Ameriprise Financial seeks an investment research analyst to provide top-quality research and analysis for fixed income mutual funds, ETFs, and managed accounts. You will support model portfolios and recommended lists while managing relationships with external partners and contributing to cross-organizational projects.

The role emphasizes rigorous quantitative evaluation, tool development, and collaboration with senior analysts to enhance analytical capabilities.