Perform monitoring, maintenance, and reporting functions on Special Assets as directed by the Senior Investment Officer for Special Assets.
Handle basic trust investment duties for specific trust relationships. Examples include but are not limited to, development of investment allocation strategies for trust accounts and performing transactions when needed. Member of the Investment Sub-Committee.
Perform annual investment reviews for assigned trust relationships annually. Member of the Account Review Sub-Committee.
Provide back-up support when necessary for trusts assigned to other Investment Officers. This includes assuring account data integrity. This quality control and reconciliation directly contributes to maintaining positive advisor/client relationships and delivering quality customer service.
Support the New Business process by performing asset review work for potential new account acceptance or future nomination of the Bank in governing documents.
Required Qualifications
3+ years of investment management, brokerage or relevant experience
Associate's degree or equivalent
Requirements
Basic understanding and familiarity with real estate as an investible asset class
Good written and oral communication skills.
Strong organizational skills and attention to detail.
Ability to prioritize and follow through.
Good analytical and problem-solving skills.
Work well independently and as part of a team.
Strong experience using Microsoft Excel
Bachelor's Degree
Industry certification or interest in pursuing: CFA, CIMA or other
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
Benefits
Health insuranceDental insurance401(k)Paid time offPerformance bonus
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
In this role, you will be responsible for trust investment duties for specific trust relationships, with an emphasis on Special Assets (including real estate, farmland, mineral rights, for example). You will develop investment strategies for trusts and monitor execution of activities to ensure they are fulfilled, working directly or indirectly with advisors and clients when needed and support the Senior Investment Officer in charge of Special Assets with monitoring, managing, and reporting on these assets. This includes supporting other Investment Officers in the investment management process for Trusts, including making recommendations for process enhancements. Additional responsibilities include establishing and maintaining positive advisor and client relationships, quality customer service, positive audit results, and client retention.
Ameriprise · Minneapolis, MN