Investment Research Analyst & WMS Manager

Threadneedle group

North Carolina

Hybrid

USD 105,000 - 128,000

Full time

14 days+

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Job summary

Ameriprise Financial in the United States seeks a research analyst to deliver high-quality research and investment analysis across fixed income mutual funds, ETFs, separate accounts and investment strategists for Managed Accounts. You will support manager selection, conduct due diligence, manage external partner relationships, and enhance analytical tools to support model portfolios and recommended lists.

Candidates typically have 2–5 years of experience, a BA/BS, and exposure to Bloomberg,

Qualifications

Strong quantitative skills and ability to combine investment knowledge with technical analysis.
Excellent written and verbal communication skills.
Experience managing relationships with third-party institutions.
Attention to detail in evaluating investment products and performance.

Responsibilities

Support research activities by conducting investment research, analysis and manager selection for assigned product lines.
Update, maintain and improve existing analytical tools, models and processes.
Actively manage relationships with external partners, including performance updates and due diligence.
Contribute to cross-organizational projects as a subject matter expert on development, marketing and maintenance.