Sr Assoc-WMS Manager Research

COMFORT SYSTEMS; Charlotte (NC); Hybrid; USD 105,000 - 128,000; Full time

Job summary

Ameriprise Financial seeks a research professional to provide top‑tier investment analysis across fixed income funds, ETFs and managed accounts. You will support model portfolios and recommended lists, contributing to cross‑functional projects and ensuring rigorous due diligence.

You will also manage partner relationships, review marketing and training materials, and help enhance existing analytical tools while supporting senior analysts in a fast‑paced environment.

Qualifications

• 2–5 years’ investment research experience.
• Bachelor’s degree required.
• Proficiency with analytical software (Bloomberg/Excel/FactSet/Morningstar Direct).
• Series 7 license or willingness to obtain within 120 days.

Responsibilities

• Conduct investment research and analysis for fixed income funds and ETFs.
• Participate in manager selection and due diligence.
• Maintain and improve analytical tools and models.
• Manage relationships with external partners.

Skills

Attention to detail

Written and verbal communication

Strong quantitative skills

Education

Bachelor's degree

Tools

Bloomberg

Excel

FactSet

Morningstar Direct

Job description

Hybrid

Charlotte, North Carolina

Minneapolis, Minnesota

Full time

R26_3341

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, participating in the manager selection process and conducting ongoing due diligence for fixed income mutual funds, exchange-traded funds, separate accounts, and investment strategists across Managed Accounts in support of model portfolios and recommended lists. This position will also manage partner relationships, review marketing/training materials, contribute to cross organizational projects, support senior analysts and improve existing analytical tools.

Job Description

This position will be responsible for providing top quality research and investment analysis, participating in the manager selection process and conducting ongoing due diligence for fixed income mutual funds, exchange-traded funds, separate accounts, and investment strategists across Managed Accounts in support of model portfolios and recommended lists. This position will also manage partner relationships, review marketing/training materials, contribute to cross organizational projects, support senior analysts and improve existing analytical tools.

Responsibilities

• Support the research activities of the broader research organization by conducting comprehensive investment research, analysis and manager selection for assigned product lines. This includes the use of qualitative and quantitative techniques to evaluate investment managers and associated products.
• Update, maintain and improve existing analytical tools, models and processes.
• Actively manage relationships with external partners which includes regular communication on product performance, due diligence, and operational issues.
• Contribute to strategic projects related to business goals. Act as a subject matter expert on medium scale, cross-organizational projects including development, project formation, marketing and maintenance.

Required Qualifications

• 2-5 years’ experience
• Bachelor’s degree
• Strong quantitative skills with the ability to combine investment knowledge and technical expertise to produce effective results.
• Experience with analytical software to analyze investments (Bloomberg, Excel, FactSet, Morningstar Direct).
• Experience managing professional relationship with third party institutions.)
• Attention to detail and strong written/verbal communication skills.
• Licensing/Registrations: Series 7 or ability to obtain within 120 days

Preferred Qualifications

• Prior manager research experience
• CFA, CAIA, CIMA

Base Pay Salary

The estimated base salary for this role is $105,000 - $128,000/ 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 insurance.

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.

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.

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years.

Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities , we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation.

For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact.

As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers:

• Ameriprise Financial : Financial planning, advice and wealth management.

• Columbia Threadneedle Investments : Global asset management serving individual, institutional and corporate clients.

• RiverSource Insurance & Annuities : Products and solutions designed to help clients protect and grow their wealth.

Explore opportunities within each business and region below.

• Ameriprise US | Careers (https://www.ameriprise.com/careers)

• Ameriprise India | Careers

• Columbia Threadneedle Investments US | Careers (https://www.columbiathreadneedleus.com/investorspa/about/careers)

• Columbia Threadneedle Investments EMEA APAC | Careers

• RiverSource | Careers (https://www.riversource.com/your-career-at-riversource)