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Ameriprise Financial
Sr Assoc-WMS Manager Research
Career Insights for Investment Fund Manager
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Based on North Carolina data
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What they do
An Investment Fund Manager plans, directs, or coordinates investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.
$187,812 / year median in North Carolina
+13% projected growth
Job Description
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 This position will be responsible for providing top quality research and investment analysis, participating in the manager selection process and conducting ongoing due diligence for fixed income mutual funds, exchange-traded funds, separate accounts, and investment strategists across Managed Accounts in support of model portfolios and recommended lists. This position will also manage partner relationships, review marketing/training materials, contribute to cross organizational projects, support senior analysts and improve existing analytical tools. Job Description This position will be responsible for providing top quality research and investment analysis, participating in the manager selection process and conducting ongoing due diligence for fixed income mutual funds, exchange-traded funds, separate accounts, and investment strategists across Managed Accounts in support of model portfolios and recommended lists. This position will also manage partner relationships, review marketing/training materials, contribute to cross organizational projects, support senior analysts and improve existing analytical tools. Responsibilities Support the research activities of the broader research organization by conducting comprehensive investment research, analysis and manager selection for assigned product lines. This includes the use of qualitative and quantitative techniques to evaluate investment managers and associated products. Update, maintain and improve existing analytical tools, models and processes. Actively manage relationships with external partners which includes regular communication on product performance, due diligence, and operational issues. Contribute to strategic projects related to business goals. Act as a subject matter expert on medium scale, cross-organizational projects including development, project formation, marketing and maintenance. Required Qualifications 2-5 years' experience Bachelor's degree Strong quantitative skills with the ability to combine investment knowledge and technical expertise to produce effective results. Experience with analytical software to analyze investments (Bloomberg, Excel, FactSet, Morningstar Direct). Experience managing professional relationship with third party institutions. Attention to detail and strong written/verbal communication skills.