Senior Analyst - WMS Manager Research

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

In 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 Sponsorship

Applicants 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 Collaboration

We 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 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

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.