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Ameriprise Financial
Analyst WMS Manager Research
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What they do
A Research Analyst assists with a research program or project analysis. Works in a variety of fields within science or the social sciences, in programs based at a university or research institution, or works on government or industry sponsored research projects. Compile and analyze statistical data using modern and traditional methods to collect it.
$77,481 / year median in North Carolina
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 In this role, you will be responsible for providing top quality research and investment analysis, participating in the manager selection process and conducting ongoing due diligence for mutual funds, separate accounts and investment strategists across Managed Accounts in support of model portfolios and recommended lists. Additionally, you will manage partner relationships, review marketing/training materials, contribute to cross organizational projects, support senior analysts and improve existing analytical tools. Responsibilities also include search and selection related to the maintenance of the U.S. Growth Equity category. Key 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. In most instances, this will include back-up coverage for assigned asset classes or independent coverage of smaller asset categories. At times, this may include general securities analysis and support. 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 3-5 years' relevant experience Bachelor's degree Series 7 or ability to obtain within 120 days Preferred Qualifications Prior manager research experience