Senior Analyst - WMS Manager Research

Threadneedle group; Minneapolis, Northern (MN, KY); Hybrid; USD 115,000 - 157,000; Full time

Benefits offered by this job

Hybrid work model

In-office collaboration

Job summary

Columbia Threadneedle Investments in Minneapolis, MN, seeks a Senior Analyst - WMS Manager Research to lead manager research, due diligence, and selection for Liquid Alternative strategies across mutual funds, SMAs, and ETFs. The role interacts with external managers and internal committees to deliver high-quality recommendations.

The position requires 5+ years in investment research, strong quantitative/qualitative skills, and proficiency with FactSet, Morningstar Direct, and Bloomberg.

Qualifications

• 5+ years in investment research or due diligence.
• Bachelor's degree in Finance, Economics, Investments, or related field.
• Experience evaluating investment products and managers using qualitative and quantitative methods.
• Proficiency with FactSet, Morningstar Direct, Bloomberg, or similar tools.
• Excellent written and verbal communication skills for presenting to senior stakeholders.
• FINRA Series 7 license or ability to obtain within 120 days.

Responsibilities

• Lead manager research, due diligence, and selection for Liquid Alternative mutual funds, SMAs, and ETFs.
• Maintain coverage of assigned managers and identify new investment opportunities.
• Analyze investment philosophy, process, people, performance, portfolio construction, risk, and operations.
• Prepare and maintain investment research reports, manager scorecards, and updates for committees.
• Engage with external managers and internal stakeholders to communicate insights and recommendations.

Skills

Investment research

Manager due diligence

Communication

Portfolio risk analysis

FINRA Series 7

Education

Bachelor's degree in Finance/Economics or related field

CFA/CAIA desirable

Tools

FactSet

Morningstar Direct

Bloomberg

Job description

## Senior Analyst - WMS Manager ResearchApply: On-Site: Minneapolis, Minnesota: Charlotte, North Carolina: Full time: Posted Today: End Date: October 10, 2026 (29 days left to apply): R26\\_3597**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**In this role, you will be responsible for leading manager research, selection, and ongoing due diligence for Liquid Alternative investment strategies across mutual funds, separately managed accounts (SMAs), and exchange-traded funds (ETFs). You will also serve as the primary research lead for the Liquid Alternatives asset class, overseeing manager coverage, conducting investment and operational due diligence, monitoring performance and risk, and delivering recommendations regarding manager selection, approval, retention, watch status, and removal. Additionally, you will be responsible for interacting directly with external investment managers, producing high-quality research and investment recommendations, communicating findings to internal stakeholders and investment committees, and serving as a subject matter expert on Liquid Alternatives across the organization.**Key Responsibilities:*** Lead manager research, due diligence, and selection activities for Liquid Alternative mutual funds, separately managed accounts, and exchange-traded funds.* Serve as the primary research owner for the Liquid Alternatives asset class, maintaining coverage of assigned managers and identifying new investment opportunities.* Conduct comprehensive qualitative and quantitative analysis of investment managers, including investment philosophy, process, people, performance, portfolio construction, risk management, and operational capabilities.* Monitor covered strategies through ongoing due diligence, performance evaluation, risk assessment, and regular engagement with portfolio management teams.* Prepare and maintain investment research reports, manager scorecards, and research updates for internal stakeholders and investment committees.* Deliver investment recommendations regarding manager additions, retention, watch status, and removals from approved and recommended lists.* Communicate investment insights and recommendations effectively to investment committees, senior leadership, financial advisors, and internal partners.* Build and manage productive relationships with external asset managers and strategic partners.* Serve as a subject matter expert on Liquid Alternative investment strategies, portfolio applications, and industry developments.* Support advisor education, wholesaling initiatives, product development efforts, marketing material reviews, and cross-functional projects as needed.**Required Qualifications:*** 5+ years of experience in investment research, manager due diligence, investment consulting, asset allocation, or other related investment roles.* Bachelor's degree in Finance, Economics, Investments, or a related field (or equivalent experience).* Experience evaluating investment products and managers using both qualitative and quantitative research methodologies.* Strong analytical skills and proficiency with investment research platforms such as FactSet, Morningstar Direct, Bloomberg, or similar tools.* Exceptional written and verbal communication skills, including the ability to present investment recommendations to senior stakeholders and investment committees.* Ability to independently manage a research coverage universe and prioritize competing responsibilities.* Active FINRA Series 7 license or the ability to obtain within 120 days.**Preferred Qualifications*** Demonstrated knowledge of Liquid Alternative investment strategies, including hedge fund replication, long/short equity, market neutral, managed futures, global macro, multi-strategy, credit, and alternative income approaches.* Experience conducting manager selection and ongoing manager oversight.* Experience presenting investment recommendations to investment committees or senior leadership.* Strong understanding of portfolio construction, risk management, and performance attribution.* Experience interacting directly with third-party asset managers and institutional investment firms.* High degree of intellectual curiosity, ownership, and attention to detail.* CFA and/or CAIA designation, or progress toward completion.**Visa 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 $114,500 - $157,400 / 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.*