Senior Energy & Materials Equity Research Analyst

Ameriprise Financial; Charlotte (NC); On-site; USD 158,000 - 237,000; Full time

Job summary

Ameriprise Financial is seeking an Energy & Materials Equity Analyst to conduct fundamental research across oil and gas, energy services, chemicals, metals and mining, packaging, and construction materials. You will build models, assess valuations, and generate investment theses to influence portfolio construction and advisor outcomes.

You will collaborate with portfolio managers and leadership, prepare research reports and presentations, and translate complex analysis into actionable investment

Qualifications

• 7+ years of equity research experience in energy and materials sectors.
• Bachelor's degree in Finance, Economics, Accounting, Business; MBA or CFA preferred.
• Applicable securities licenses or registrations, or ability to obtain within a timeframe.
• Strong financial modeling, valuation, scenario analysis, and investment recommendation capabilities.
• Experience in buy-side, sell-side, registered investment advisor, or SMA environments preferred.
• Excellent communication, collaboration, and influencing skills.

Responsibilities

• Conduct in-depth fundamental research on sectors, industries, and companies with financial analysis and thesis development.
• Build and maintain financial models, forecasts, price targets, risk assessments and investment recommendations.
• Partner with portfolio managers to provide insights on holdings and portfolio changes.
• Develop high-quality research reports, earnings updates, and sector commentary for stakeholders.
• Support advisor engagement, educational events, and due diligence discussions with clear investment perspectives.
• Maintain governance and compliance practices across research activities.

Skills

Financial modeling

Valuation

Scenario analysis

Investment recommendations

Communication

Education

Bachelor's degree in Finance/Economics/Accounting/Business

MBA or CFA designation preferred

Job description

Ameriprise Financial is seeking an Energy & Materials Equity Analyst to conduct fundamental research across oil and gas, energy services, chemicals, metals and mining, packaging, and construction materials. You will build models, assess valuations, and generate investment theses to influence portfolio construction and advisor outcomes.

You will collaborate with portfolio managers and leadership, prepare research reports and presentations, and translate complex analysis into actionable investment