Director of Macroeconomic Strategy

Ameriprise•Charlotte, NC

5d•Hybrid

About The Position

The Director of Macroeconomic Strategy supports forward-looking market/economic analysis that informs Ameriprise's investment strategy, asset allocation, and advisor/client guidance. The role enhances the firm's market and economic research capabilities through forecasting frameworks, analytical models, dashboards, publications, and communications that identify risks, opportunities, and investment implications. Working closely with senior investment leaders, the position translates complex market and economic developments into actionable insights for clients and advisors. The Director of Macroeconomic Strategy primarily supports the Chief Market Strategist and Chief Economist at Ameriprise Financial. The role helps facilitate the following: Market & Economic Strategy Support: Partner with the Chief Market Strategist and Chief Economist to develop market and economic outlooks, investment themes, scenario analyses, and forward-looking perspectives. Help evaluate the implications of changing market and economic conditions for asset allocation, portfolio positioning, and advisor/client guidance. Research and Analysis: Conduct independent analysis of economic indicators, financial markets, earnings trends, valuations, monetary policy, and cross-asset developments. Identify emerging risks, opportunities, and shifts in market and economic conditions that may influence investment outcomes and portfolio decisions. Models, Forecasting, and Dashboards: Build, support, and enhance the firm's market and economic forecasting frameworks, analytical models, dashboards, and scenario analysis capabilities. Develop systematic approaches for monitoring growth, inflation, policy, valuations, market conditions, and other indicators used to inform the firm's market and economic outlook Publications and Communications: Develop and contribute content for market and economic publications, including Ameriprise's Before the Bell, Did You Know, After the Close, Weekly Market Perspectives, Economic Perspectives, market commentaries, presentations, and other advisor- and client-facing communications. Translate market and economic developments into clear, actionable insights that support investment decision-making and are consumable by retail investors. Engagement and Innovation: Support market and economic presentations, advisor and client events, media-related activities, video content, and other thought-leadership initiatives across the firm. Leverage Bloomberg, FactSet, AI-enabled research tools, and other technologies to expand market/economic research capabilities, improve analytical workflows/messaging, and strengthen research scalability.

Requirements

10+ years' experience in investment research, portfolio management, or strategy
Bachelor's degree or equivalent
FINRA Series 7 required upon hire
Active State securities agent registration (S63 or S66) or ability to obtain within 90 days
Active State IAR registration (S65 or S66) or ability to obtain within 90 days
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

Advanced degree in economics or finance, Chartered Financial Analyst (CFA), or Chartered Market Technician (CMT)
Strong knowledge in market and economic analysis
Excellent communication skills both written and verbal
Extensive knowledge base and understanding of various investment types (e.g. equities, fixed income, alternatives, etc.)
Proficiency in modeling skills with the ability to combine investment knowledge and technical expertise to produce effective results
Proficiency in Bloomberg and/or FactSet
Retail advisor/client experience
Ability to communicate complex topics in understandable terms

Responsibilities

Partner with the Chief Market Strategist and Chief Economist to develop market and economic outlooks, investment themes, scenario analyses, and forward-looking perspectives.
Help evaluate the implications of changing market and economic conditions for asset allocation, portfolio positioning, and advisor/client guidance.
Conduct independent analysis of economic indicators, financial markets, earnings trends, valuations, monetary policy, and cross-asset developments.
Identify emerging risks, opportunities, and shifts in market and economic conditions that may influence investment outcomes and portfolio decisions.
Build, support, and enhance the firm's market and economic forecasting frameworks, analytical models, dashboards, and scenario analysis capabilities.
Develop systematic approaches for monitoring growth, inflation, policy, valuations, market conditions, and other indicators used to inform the firm's market and economic outlook.
Develop and contribute content for market and economic publications, including Ameriprise's Before the Bell, Did You Know, After the Close, Weekly Market Perspectives, Economic Perspectives, market commentaries, presentations, and other advisor- and client-facing communications.
Translate market and economic developments into clear, actionable insights that support investment decision-making and are consumable by retail investors.
Support market and economic presentations, advisor and client events, media-related activities, video content, and other thought-leadership initiatives across the firm.
Leverage Bloomberg, FactSet, AI-enabled research tools, and other technologies to expand market/economic research capabilities, improve analytical workflows/messaging, and strengthen research scalability.