Industrials & Utilities Equity Analyst — Research Leader

Threadneedle group; Charlotte (MI); Hybrid; USD 158,000 - 237,000; Full time

Job summary

Ameriprise Financial seeks an equity analyst for Industrials & Utilities to conduct fundamental research and develop investment theses. You will build financial models, assess earnings and valuations, and deliver reports to portfolio managers and advisors.

Join a collaborative team, support separate managed accounts, and contribute to portfolio decisions in a client-centric, in-office setting across Minneapolis, Charlotte, and Troy.

Qualifications

• 7+ years of equity research experience focused on Industrials and Utilities.
• Strong financial modeling, valuation, and thesis development.
• Licenses or the ability to obtain required securities licenses.

Responsibilities

• Conduct in-depth fundamental research on assigned industrial and utility companies.
• Build and maintain financial models, forecasts, and investment recommendations.
• Publish research reports, earnings updates, and sector commentary for stakeholders.
• Support portfolio construction and investment discussions with clarity.

Skills

Equity research

Financial modeling

Valuation

Investment analysis

Communication

Collaboration

Education

Bachelor's in Finance/Economics/Accounting/Business

MBA / CFA preferred

Job description

Ameriprise Financial seeks an equity analyst for Industrials & Utilities to conduct fundamental research and develop investment theses. You will build financial models, assess earnings and valuations, and deliver reports to portfolio managers and advisors.

Join a collaborative team, support separate managed accounts, and contribute to portfolio decisions in a client-centric, in-office setting across Minneapolis, Charlotte, and Troy.