Senior Associate, WMS Manager Research

Responsibilities

• Conduct autonomous, comprehensive investment research, analysis and selection for assigned product lines. This includes the use of qualitative and quantitative techniques to evaluate investments and associated products.
• Prepare written reports that identify trends, opportunities, and recommendations related to assigned coverage area.
• Communicate investment information concisely both in writing and verbally to a variety of constituents, including the Investment Committee, sales team and advisors.
• Maintain, enhance, and develop quantitative tools to assist in evaluation of investment strategies.
• Required Qualifications
• 1 - 3 years' relevant experience
• Bachelor's degree or equivalent experience, preferably in Finance, Investments, Economics, or Business.
• Active Series 7 or ability to obtain within 120 days

Requirements

• Demonstrate understanding of and passion for investments, economics, capital markets, and statistics.
• Understanding of ETFs, Closed-End Funds, and UITs
• Strong working knowledge of Excel
• Attention to detail, accuracy and high level of personal accountability.
• Strong quantitative skills and the ability to effectively communicate investment knowledge.
• Prior research experience with a focus on ETFs, Closed-End Funds, and/or UITs
• Experience with analytical software used to evaluate investments (FactSet, Morningstar Direct, Bloomberg)
• Interest in pursuing the Chartered Financial Analyst (CFA) Designation
• 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
• Base Pay Salary
• Full-Time/Part-Time
• Full time
• Exempt/Non-Exempt
• Exempt
• Job Family Group
• Business Support & Operations
• Line of Business
• FPPS Wealth Management Solutions

Benefits

Additional Information

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 The Manager Research Senior Associate role is an exciting opportunity for someone passionate about investments to be part of the Ameriprise Investment Research Group. This role is responsible for supporting firm and product due diligence, investment analysis and selection of Exchange Traded Funds, Closed-End Funds, and Unit Investment Trusts.

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