Senior Associate, 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 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.

Key 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.

• Support initial and ongoing due diligence reviews of asset management companies (including product level reviews). This includes: on-site visits, questionnaire management, direct interviews with firms’ senior management and investment teams to gain insight and build conviction in the strength and consistency of their investment philosophy, process and the people managing the strategies.

• 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

Preferred Qualifications

• 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

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.

Base Pay Salary

The estimated base salary for this role is $81,700 - $112,300 / 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