ETF/CEF/UIT Analyst-Manager Research

The Manager Research Analyst 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.

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

• Bachelor's degree preferably in Finance, Investments, Economics, or Business, or equivalent experience
• 3+ years of relevant experience in the Financial Services industry
• 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
• Active Series 7 or ability to obtain within 120 days

Preferred Qualifications

• 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
• Active Series 86/87

About Our Company

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

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.