Ameriprise Financial, Inc

Sr. Analyst - WMS Manager Research

Ameriprise Financial, Inc$114K — $157K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of relevant experience in investment research and analysis
  • Strong quantitative skills with a focus on effective results
  • Proficient in analytical software: Excel, FactSet, Morningstar Direct
  • Excellent attention to detail and communication skills
  • Willingness to travel as required
  • Bachelor's degree or equivalent in a related field
  • Series 7 license or ability to obtain within 120 days

Responsibilities

  • Conduct comprehensive investment research and analysis for mutual funds and separately managed accounts
  • Prepare concise written reports identifying trends and investment opportunities
  • Manage relationships with external partners, ensuring communication on performance and due diligence
  • Drive strategic projects aligned with business goals as a subject matter expert
  • Participate in resolution of issues and support marketing and training content review

Benefits

  • Comprehensive benefits program including health, dental and life insurances
  • 401(k) retirement plan
  • Vacation and sick time
  • Eligibility for variable pay such as bonuses and commissions
  • Support for health and well-being
Full Job Description

Job Description

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.

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 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

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

Base Pay Salary

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.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Business Support & Operations

Line of Business

FPPS Wealth Management Solutions

About Ameriprise Financial, Inc

Ameriprise Financial, Inc Careers

Joining Ameriprise Financial, Inc presents an unparalleled opportunity to advance your career with a leader in financial services. Our team of professionals is dedicated to fostering an environment of growth, innovation, and leadership. Work You’ll Do At Ameriprise Financial, Inc, you will be part of a culture that thrives on diversity, professional excellence, and ethical standards. Our employees are empowered to master their roles and contribute to the company’s success through continuous personal and professional development. Transform Your Career Lead your career on a path of continuous growth with Ameriprise Financial, Inc. Our company stands at the forefront of the financial industry, integrating cutting-edge technology and substantial market expertise to deliver exceptional service to our clients. Work with a team of skilled professionals who are committed to a culture of innovation and exceptional leadership. Collaborate on projects that reshape financial planning and improve client outcomes. Ameriprise Financial, Inc Job Opportunities We are actively hiring and have a variety of job opportunities that cater to different skills and career levels. From entry-level positions to leadership roles, Ameriprise Financial, Inc offers a dynamic work environment where your skills will be honed and your achievements recognized. Join our team and contribute to our mission of helping clients achieve their financial goals. Explore positions in areas such as financial advising, customer service, IT, and more. Internship Programs Kickstart your career with an Ameriprise Financial, Inc internship. Our internships provide invaluable workplace experience, networking opportunities, and insights into the financial services industry. Interns at Ameriprise Financial, Inc are crucial team members, working alongside seasoned professionals and contributing to real-world projects. Benefits and Growth Ameriprise Financial, Inc is committed to the growth and development of our employees. We offer competitive benefits, diversity training, and professional development programs that encourage our team to stay ahead in the industry. Our benefits package includes health, dental, and vision insurance, retirement plans, and generous paid time off. Leadership and Development Develop your leadership skills through targeted training and mentorship at Ameriprise Financial, Inc. We believe in nurturing leadership potential and offer various programs designed to help you grow into a visionary leader within the company. Stay Connected Join Our Team Search for open positions that match your skills and interests. We are looking for passionate, curious, and driven team players. Start your journey with Ameriprise Financial, Inc today and build a career that you can be proud of. SEARCH AMERIPRISE FINANCIAL JOBS Keep Up to Date Stay informed with career tips, insider perspectives, and industry-leading insights you can use today—all from the people who work here. READ CAREERS BLOG Job Alert Emails Customize your subscription to receive job alerts, the latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding opportunities that await at Ameriprise Financial, Inc.
Learn more about Ameriprise Financial, Inc
Size
12,000 employees
Market Cap
$32.7 billion
Industry
Net Income
$1.5 billion
Founded
1894
5 Year Trend
+2.6%
Revenue
$11.9 billion
NASDAQ

Similar Jobs

More Jobs at Ameriprise Financial, Inc

More Finance & Insurance Jobs

Find similar Sr. Analyst - WMS Manager Research jobs: