Wealth Research Manager: Fixed Income Funds

Ameriprise Financial Services, LLC; Charlotte (NC); On-site; USD 105,000 - 128,000; Full time

Benefits offered by this job

401(k)

Health, dental and life insurance

Vacation and sick time

Job summary

Ameriprise Financial Services, LLC is seeking a results-driven investment researcher to support fixed income mutual funds, ETFs, separate accounts, and investment strategists. You will participate in manager selection, conduct due diligence, and help improve analytical tools.

This role requires 2-5 years of experience, a Bachelor’s degree, strong quantitative skills, and proficiency with Bloomberg, Excel, FactSet, and Morningstar Direct, with the ability to manage external partnerships and

Qualifications

• Bachelor’s degree required.
• 2-5 years’ experience in investment research.
• Strong quantitative skills and financial acumen.
• Experience with analytical software (Bloomberg, Excel, FactSet, Morningstar Direct).
• Experience managing external partner relationships.
• Attention to detail and strong written/verbal communication.
• Series 7 license or ability to obtain within 120 days.

Responsibilities

• Conduct investment research and manager selection for fixed income products and related strategies.
• Update, maintain and improve analytical tools, models and processes.
• Manage relationships with external partners and review performance and operations.
• Contribute to cross-organizational projects and serve as a subject matter expert.

Skills

Strong quantitative skills

Attention to detail and communication

Licensing/Registrations: Series 7 or 1

Education

Bachelor’s degree

Tools

Bloomberg

Excel

FactSet

Morningstar Direct

Job description

Ameriprise Financial Services, LLC is seeking a results-driven investment researcher to support fixed income mutual funds, ETFs, separate accounts, and investment strategists. You will participate in manager selection, conduct due diligence, and help improve analytical tools.

This role requires 2-5 years of experience, a Bachelor’s degree, strong quantitative skills, and proficiency with Bloomberg, Excel, FactSet, and Morningstar Direct, with the ability to manage external partnerships and