Analyst WMS Manager Research

Ameriprise Financial Services, LLC • Minneapolis, MN

6d

About The Position

The Manager Research Analyst role is an exciting opportunity for someone passionate about investments to be part of the Ameriprise Investment Research Group. This role is responsible for supporting firm and product due diligence, investment analysis and selection of Exchange Traded Funds, Closed-End Funds, and Unit Investment Trusts. 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.

Requirements

• 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

Nice To Haves

• 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

Responsibilities

• Conduct autonomous, comprehensive investment research, analysis and selection for assigned product lines.
• 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).
• Maintain, enhance, and develop quantitative tools to assist in evaluation of investment strategies.

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