Job DescriptionIn this role, you 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. Additionally, you will 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.
Key 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.
Required Qualifications- 5 - 7 years of relevant experience
- 3 - 5 years of Manager Research experience
- Experience with analytical software to analyze investments (Excel, FactSet, Morningstar Direct)
- Some travel required
- Bachelor's degree or equivalent
- FINRA Series 7 or ability to obtain within 120 days
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
- Master's degree
- CFA, CAIA, CIMA, CFP, CPA, CIPM
- Strong quantitative skills with the ability to combine investment knowledge and technical expertise to produce effective results
- Attention to detail and strong written/verbal communication skills
Visa SponsorshipApplicants 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).
In-Office CollaborationWe are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Base Pay SalaryThe 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.
Full-Time/Part-TimeFull time
Exempt/Non-ExemptExempt
Job Family GroupBusiness Support & Operations
Line of Business FPPS Wealth Management Solutions
