Sr. Analyst - WMS Manager Research

Ameriprise Financial Services, LLC•Minneapolis, MN

16d•$114,500 - $157,400•Onsite

About The Position

This position will be responsible for providing top quality research and investment analysis, leading the manager selection process and conducting ongoing due diligence for mutual funds, separate accounts and investment strategists. This position will also manage partner relationships, interact directly with third-party portfolio managers, generate concise, well-written research, effectively communicate with senior leaders, and contribute to cross organizational projects. This role is responsible for search and selection related to the maintenance of the U.S. Growth Equity category.

Requirements

5 to 7 years of relevant experience
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, FactSet, Morningstar Direct)
Attention to detail and strong written/verbal communication skills
Travel required
Bachelor's degree or equivalent
Series 7 or ability to obtain within 120 days

Nice To Haves

Prior manager research experience
Experience managing professional relationships with third party institutions
Expertise in asset allocation, manager combinations and portfolio structuring
Ameriprise Field/Advisor experience or familiarity with the Ameriprise field sales force
Master's degree
CFA, CAIA, CIMA, CFP, CPA, CIPM

Responsibilities

Conduct autonomous, comprehensive investment research, analysis and manager selection for equity mutual funds, separately managed accounts, and exchange traded funds. This includes the use of qualitative and quantitative techniques to evaluate investment managers and associated products. At times, this may include general securities analysis and support.
Prepare written reports that identify trends, opportunities, and recommendations related to equity strategies. This is required for ongoing product management, as well as for product improvement or development of new offerings.
Communicate investment information concisely both in writing and verbally to a variety of constituents, including the Investment Committee, wholesaling team and advisors.
Actively manage relationships with external partners which includes regular communication on product performance, due diligence and operational issues.
Oversee and drive strategic projects related to business goals.
Act as a subject matter expert on cross-organizational projects including product development, project management, marketing and maintenance.
Participate in issue resolution, wholesaling support and marketing/training content reviews across the organization.