Sr. Analyst - WMS Manager Research

Threadneedle group; Minneapolis (MN); On-site; USD 114,500 - 157,400; Full time

Job summary

Ameriprise Financial is seeking an experienced investment research professional to lead manager selection and due diligence for the U.S. Growth Equity category. You will conduct autonomous research, prepare concise reports, and interact with senior leaders across the firm.

The role requires strong quantitative abilities, communication skills, and travel. A Bachelor's degree and Series 7 (or eligibility) are required, with preferred advanced credentials.

Qualifications

• Strong research and investment analysis capabilities for mutual funds, SMAs and ETFs.
• Ability to synthesize qualitative and quantitative data into concise written reports.
• Excellent communication with senior leaders and cross-functional teams.

Responsibilities

• Conduct autonomous investment research and manager selection for equity strategies.
• Prepare written reports identifying trends, opportunities and recommendations for equity strategies.
• Manage relationships with external partners and communicate on performance and due diligence.
• Lead cross-organizational projects related to product development and marketing.
• Support wholesale and marketing content reviews across the organization.

Skills

Quantitative skills

Attention to detail

Communication skills

Travel required

Education

Bachelor's degree or equivalent

Series 7 held or eligible

Masters degree preferred

Tools

Excel

FactSet

Morningstar Direct

Job description

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

This position will be responsible for providing top quality research and investment analysis, leading the manager selection process and conducting ongoing due diligence for mutual funds, separate accounts and investment strategists. This position will also manage partner relationships, interact directly with third-party portfolio managers, generate concise, well-written research, effectively communicate with senior leaders, and contribute to cross organizational projects. This role is responsible for search and selection related to the maintenance of the U.S. Growth Equity category.

Key Responsibilities

• Conduct autonomous, comprehensive investment research, analysis and manager selection for equity mutual funds, separately managed accounts, and exchange traded funds. This includes the use of qualitative and quantitative techniques to evaluate investment managers and associated products. At times, this may include general securities analysis and support.
• Prepare written reports that identify trends, opportunities, and recommendations related to equity strategies. This is required for ongoing product management, as well as for product improvement or development of new offerings. Communicate investment information concisely both in writing and verbally to a variety of constituents, including the Investment Committee, wholesaling team and advisors.
• Actively manage relationships with external partners which includes regular communication on product performance, due diligence and operational issues.
• Oversee and drive strategic projects related to business goals. Act as a subject matter expert on cross-organizational projects including product development, project management, marketing and maintenance.
• Participate in issue resolution, wholesaling support and marketing/training content reviews across the organization.

Required Qualifications

• 5 to 7 years of relevant experience
• Strong quantitative skills with the ability to combine investment knowledge and technical expertise to produce effective results
• Experience with analytical software to analyze investments (Excel, FactSet, Morningstar Direct)
• Attention to detail and strong written/verbal communication skills
• Travel required
• Bachelor's degree or equivalent
• Series 7 or ability to obtain within 120 days

Preferred Qualifications

• Prior manager research experience
• Experience managing professional relationships with third party institutions
• Expertise in asset allocation, manager combinations and portfolio structuring
• Ameriprise Field/Advisor experience or familiarity with the Ameriprise field sales force
• Master's degree
• CFA, CAIA, CIMA, CFP, CPA, CIPM

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.

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.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.