Analyst WMS Manager Research

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. You will also manage partner relationships, review marketing/training materials, contribute to cross organizational projects, support senior analysts and improve existing analytical tools and be responsible for search and selection related to the maintenance of the U.S. Core 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 in finance, economics, accounting, or investment-related field.

• FINRA Series 7 or ability to obtain within 120 days

Preferred Qualifications

• Prior manager research experience

  CFA, CAIA, CIMA

• 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, Access, FactSet, Morningstar Direct).

• Experience managing professional relationships with third party institutions.

• Attention to detail and strong written/verbal communication skills.

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 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.

The estimated base salary for this role is $93,400 - $128,400 / 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 timeExemptBusiness Support & OperationsFPPS Wealth Management Solutions