Analyst WMS Manager Research

Ameriprise • Minneapolis, MN

6d

About The Position

In this role, you will be responsible for providing top quality research and investment analysis, participating in the manager selection process and conducting ongoing due diligence for mutual funds, separate accounts and investment strategists across Managed Accounts. You will also manage partner relationships, review marketing/training materials, contribute to cross organizational projects, support senior analysts and improve existing analytical tools and be responsible for search and selection related to the maintenance of the U.S. Core Equity category.

Requirements

• 3-5 years’ relevant experience
• Bachelor’s degree in finance , economics, accounting, or investment-related field
• FINRA Series 7 or ability to obtain within 120 days

Nice To Haves

• Prior manager research experience
• CFA, CAIA, CIMA
• Strong quantitative skills with the ability to combine investment knowledge and technical expertise to produce effective results.
• Experience with analytical software to analyze investments (Excel, Access, FactSet, Morningstar Direct).
• Experience managing professional relationships with third party institutions.
• Attention to detail and strong written/verbal communication skills.

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. In most instances, this will include back-up coverage for assigned asset classes or independent coverage of smaller asset categories. At times, this may include general securities analysis and support.
• 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.

Benefits

• 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 insurances.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees