Analyst WMS Manager Research

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 River Source Insurance and Annuities.

Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

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.

• 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.

• 3-5 years’ relevant experience
• Bachelor’s degree
• Series 7 or ability to obtain within 120 days

• CFA, CAIA, CIMA, CIPM
• 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, Fact Set, Morningstar Direct)
• Experience managing professional relationship with third party institutions
• Attention to detail and strong written/verbal communication skills

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).

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week.

Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

The estimated base salary for this role is $93,400 - $128,400 / year. We have a pay-for-performance compensation philosophy. Your initial total…