Advisory Research Consultant

Ameriprise Financial Services, LLC•Boston, MA

2d•Hybrid

About The Position

Columbia Threadneedle Investments is a global firm with a team of 2,300 people, including over 550 investment professionals. They offer a diverse range of investment strategies and bespoke solutions, supported by a strong financial foundation and an unwavering focus on clients. The company is committed to fostering growth and career opportunities, with an intentionally built environment designed for employee success.

Requirements

Bachelors degree or equivalent
5-7 years relevant experience
FINRA Series 7, Series 63/66, Series 65/66
Demonstrated interest in the capital markets and understanding of the mutual fund research process.
Strong relationship and sales experience in the asset management business, including distribution of mutual funds, and/or SMA strategies preferred.
In-depth understanding of investment analytics.
Strong communication and presentation skills, as well as strong organizational skills required.
Experience in, or willingness to learn, analyzing mutual funds and/or recommended lists and discretionary models, identifying opportunities and strategically positioning strategies.
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Nice To Haves

CFA or significant progress toward CFA

Responsibilities

Execute sales activity to deepen relationships with each research department, diversify analyst network, identify platform opportunities, and progress through the platform placement process.
Partner with senior team members to build relationships, develop strategic initiatives and oversee ongoing client service with sales and marketing partners.
Collaborate with Columbia’s Product Management and Investment teams to ensure that Advisory Research Relations team is fully informed about our commercially viable strategies, provide client feedback regarding industry trends and clients demand.
Analyze intermediary research platform recommended lists and model portfolios to identify opportunities and risks.
Prepare competitor and market analytics.