Lead, Liquid Alternatives Research & Due Diligence

Ameriprise Financial

Minneapolis (MN)

On-site

USD 115,000 - 157,000

Full time

6 days ago
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Benefits offered by this job

Bonus program
401(k) plan
Health benefits
Paid time off

Job summary

Ameriprise Financial in Minneapolis is seeking a senior investment research professional to lead manager due diligence for Liquid Alternative strategies across mutual funds, SMAs, and ETFs. You will serve as the primary research owner for the Liquid Alternatives asset class, coordinating with portfolio management and engaging with external managers to support investment decisions.

The role requires robust qualitative and quantitative analysis, strong communication skills, and the ability to

Qualifications

  • Minimum 5+ years of experience in investment research, manager due diligence, or related roles.
  • Bachelor's degree in Finance, Economics, Investments, or related field (or equivalent experience).
  • Experience evaluating investment products/managers using qualitative and quantitative methods.
  • Strong analytical and communication skills; able to present to senior stakeholders and committees.

Responsibilities

  • Lead research, due diligence, and selection for Liquid Alternative funds, SMAs, and ETFs.
  • Maintain coverage of assigned managers and identify new opportunities.
  • Prepare reports, scorecards, and updates for committees and leadership.
  • Communicate insights and recommendations effectively to internal partners.

Skills

Investment research
Manager due diligence
Analytical skills
Written and verbal communication
Portfolio knowledge
Series 7 license

Education

Bachelor's degree in Finance, Economics, Investments
CFA and/or CAIA designation, or progress toward completion

Tools

FactSet
Morningstar Direct
Bloomberg

Job description

Ameriprise Financial in Minneapolis is seeking a senior investment research professional to lead manager due diligence for Liquid Alternative strategies across mutual funds, SMAs, and ETFs. You will serve as the primary research owner for the Liquid Alternatives asset class, coordinating with portfolio management and engaging with external managers to support investment decisions.

The role requires robust qualitative and quantitative analysis, strong communication skills, and the ability to

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