Sr. Analyst - WMS Manager Research

About the role

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.

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.
• 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.

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

Preferred Qualifications

• 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
• Bachelor's degree or equivalent
• Series 7 or ability to obtain within 120 days

Pay

The estimated base salary for this role is $114,500 - $157,400 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. 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.

Schedule

Full-time

Job Family Group

Business Support & Operations

Line of Business

FPPS Wealth Management Solutions

Employer

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you. VEVRAA Federal Contractor. We request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.