Senior Research Associate - Investment Research Group

Ameriprise • Minneapolis, MN

1d

About The Position

The Senior Research Associate is part of the Investment Research Group and supports quantitative research and analysis across its investment research coverage. The role uses investment and market data to evaluate products, monitor characteristics and trends, develop quantitative models and analytics, and contribute to investment research and due diligence across asset classes and investment products.

A significant focus is building and improving the team’s data infrastructure, analytical tools, dashboards, and automated processes. This includes developing scalable datasets and reporting solutions, maintaining data quality and validation controls, improving analytical processes, and identifying ways to use data, automation, and technology to strengthen investment research and improve efficiency. The position partners with research colleagues and other internal teams to address analytical needs and data issues, and communicates findings through commentary, reports, and visualizations.

Requirements

• Bachelor’s degree or equivalent experience, preferably in Finance, Economics, Computer Science, Data Analytics, Statistics, or a related field.
• 0–3 years of relevant experience in financial services, investment research, data analytics, or a related field.
• Strong analytical and problem-solving skills, with an interest in financial markets, investment products, and quantitative investment analysis.
• Experience working with large datasets and performing data analysis, validation, and reporting.
• Experience using analytical or data visualization tools.
• Ability to communicate analytical findings clearly through written commentary, reports, and visualizations.
• Ability to manage multiple assignments, work collaboratively, and adapt to evolving business and analytical needs.
• Active Series 7 license or ability to obtain it within 120 days.

Nice To Haves

• Understanding of financial markets, investment products, and asset classes across equity, fixed income, and managed investments.
• Experience with analytical and visualization platforms such as Power BI, Amazon SageMaker, or Dataiku.
• Familiarity with investment performance and risk concepts, including returns, benchmarks, peer groups, and risk statistics.
• Experience working with investment, market, or reference data from multiple sources.
• Interest in pursuing the Chartered Financial Analyst (CFA) designation or developing deeper expertise in investment analysis.
• Demonstrated curiosity about data, automation, and emerging technologies and their application to investment research.

Responsibilities

• Support quantitative research, analysis, and due diligence across investment research coverage, including individual equities, fixed income, and managed investment products.
• Develop and maintain analytical tools, dashboards, and reports for evaluating investment products, monitoring key characteristics, and supporting research and due diligence.
• Support the development and enhancement of investment research datasets and data processes, including validation, quality controls, documentation, and integration of data from multiple sources.
• Conduct quantitative analysis of investment products and strategies, including performance, risk, peer groups, and other investment characteristics, and communicate findings to research partners.
• Identify opportunities to improve and automate analytical and reporting processes to increase efficiency, scalability, and reliability.
• Partner with Investment Research colleagues and other internal teams to understand analytical needs, troubleshoot data issues, and develop practical solutions.
• Maintain knowledge of investment products, financial markets, industry practices, and emerging analytical and technology capabilities relevant to investment research.

Benefits

• Vacation time
• Sick time
• 401(k)
• Health insurance
• Dental insurance
• Life insurance
• Variable pay may be available in the form of bonus, commissions, and/or long-term incentives, depending on the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level