Analyst WMS Manager Research

Ameriprise Financial

Key Responsibilities

• Conduct autonomous, comprehensive investment research, analysis and selection for assigned product lines. This includes the use of qualitative and quantitative techniques to evaluate investments and associated products.

• Prepare written reports that identify trends, opportunities, and recommendations related to assigned coverage area.

• Communicate investment information concisely both in writing and verbally to a variety of constituents, including the Investment Committee, sales team and advisors.

• Support initial and ongoing due diligence reviews of asset management companies (including product level reviews). This includes: on-site visits, questionnaire management, direct interviews with firms' senior management and investment teams to gain insight and build conviction in the strength and consistency of their investment philosophy, process and the people managing the strategies.

• Maintain, enhance, and develop quantitative tools to assist in evaluation of investment strategies.

Required Qualifications

• 3+ years of relevant experience in the Financial Services industry

• Bachelor's degree or equivalent experience, preferably in Finance, Investments, Economics, or Business.

• Active Series 7 or ability to obtain within 120 days

• Active Series 86/87 or ability to obtain within 360 days

Preferred Qualifications

• Demonstrate understanding of and passion for investments, economics, capital markets, and statistics.

• Understanding of ETFs, Closed-End Funds, and UITs

• Strong working knowledge of Excel

• Attention to detail, accuracy and high level of personal accountability.

• Strong quantitative skills and the ability to effectively communicate investment knowledge.

• Prior research experience with a focus on ETFs, Closed-End Funds, and/or UITs

• Experience with analytical software used to evaluate investments (FactSet, Morningstar Direct, Bloomberg)

• Interest in pursuing the Chartered Financial Analyst (CFA) Designation

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 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.

Base Pay Salary

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Exempt/Non-Exempt

Job Family Group

Line of Business