Wealth Management Research Manager

Ameriprise Financial Services, LLC; Minneapolis (MN); On-site; USD 93,000 - 128,000; Full time

Job summary

Ameriprise Financial Services, LLC in Minneapolis seeks an experienced investment research professional to support mutual funds, separate accounts, and investment strategists across Managed Accounts. You will perform quantitative and qualitative analysis, assist in manager selection, and contribute to model portfolios.

The role collaborates with senior analysts, maintains analytical tools, and manages external partnerships.

Qualifications

• 3–5 years of relevant investment research experience.
• Bachelor’s degree required.
• Series 7 or ability to obtain within 120 days.

Responsibilities

• Conduct investment research and manager selection for funds and accounts.
• Maintain and improve analytical tools and models.
• Manage external partnerships and communicate on product performance.
• Contribute to cross-organizational projects and due diligence for U.S. Growth Equity.

Skills

Investment research

Manager selection

Due diligence

Experience 3–5 years

Education

Bachelor’s degree

Tools

Excel

Access

FactSet

Morningstar Direct

Job description

Ameriprise Financial Services, LLC in Minneapolis seeks an experienced investment research professional to support mutual funds, separate accounts, and investment strategists across Managed Accounts. You will perform quantitative and qualitative analysis, assist in manager selection, and contribute to model portfolios.

The role collaborates with senior analysts, maintains analytical tools, and manages external partnerships.