Senior Analyst, Due Diligence Alternative Investments

The Senior Analyst, Due Diligence for Alternative Investments will play a pivotal role within the Product and Platform Solutions department of Wealth Management. This position is responsible for leading the comprehensive investment due diligence process for hedge funds, private credit, private equity, private real estate, and other alternative investment offerings. The Senior Analyst will be engaged in all aspects of investment sourcing and analysis, maintaining oversight of existing platform investments, and preparing detailed reports and presentations for the Investment Committee. Additionally, this role requires close collaboration with various internal groups to ensure a cohesive and strategic approach to investment management.

This position and team structure offers the advantage of a generalist approach. Leverage your investment knowledge and our comprehensive suite of alternative products to gain broad exposure across various investment strategies, maximizing your impact and professional growth.

Key Responsibilities:

• Sourcing and evaluation of new investment opportunities through consistent dialogue with a broad number of alternative asset managers across a variety of asset classes and investment disciplines

• In-depth evaluation of alternative investment opportunities involving detailed review of RFI (request for information) responses and offering documents, discussions and onsite interviews with fund management, and industry analysis

• Prepare presentations on alternative investments detailing investment managers and strategies to present to internal business partners and investment committees

• Engage in regular dialogue with current investment managers to monitor existing alternative investments and make recommendations where appropriate

• Serve as a subject matter expert for the firm’s alternative investment platform with internal business partners and financial advisors

Required Qualifications:

• Bachelor's degree or equivalent experience

• Minimum of 5 years financial services experience

• Strong analytical, problem-solving skills and attention to detail

• Ability to work independently

• Effective verbal, written and interpersonal communication skills

• Active Series 7 or ability to obtain within 120 days

Preferred Qualifications:

• Experience with alternative investments

About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Business Support & Operations

Line of Business

FPPS Wealth Management Solutions