Equities Portfolio Analyst

Ameriprise Financial Services, LLC•New York, NY

2d•$100,000 - $120,000•Hybrid

About The Position

This role is an opportunity to join a large-cap U.S. equity portfolio management team, working closely with two senior portfolio managers. The Investment Analyst will play an active role in the investment process while developing the skills needed to construct and manage institutional portfolios. The position offers direct access to senior investment professionals across the firm as well as regular engagement with corporate C-suite executives, providing an exceptional foundation for a long-term career in equity investing.

Requirements

Bachelor's degree with a strong academic record
Minimum of two years of experience in the financial services industry
Strong Excel and financial modeling skills, including demonstrated ability to build three-statement models
Strong written and verbal communication skills
Strong interpersonal skills with the ability to interact effectively with investment professionals and other business partners across the firm
Ability to work independently and to contribute as part of a team, with strict attention to detail
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

Ability to utilize large language models (LLMs) in a research or analytical workflow
Proficiency in Python
Demonstrated interest in continuous learning and professional development.
Passion for equity investing and financial markets
Progress toward the CFA designation is a plus

Responsibilities

Assist in portfolio management activities including risk management and stock selection
Collaborate with investment analysts and portfolio managers on extensive financial analysis and company- and industry-related research projects
Incorporate macroeconomic and thematic analysis into bottom-up company research to support investment decisions
Interact with public company executives both in our offices and in the field
Learn directly from senior investment professionals while providing fundamental equity research support
Provide investment insight and meaningfully impact the investment process beyond number crunching