Manager - Funds Management Research
- Employer
- Ameriprise Financial
- Location
- Minneapolis, Minnesota
- Salary
- To be discussed at the time of interview.
- Closing date
- Jul 7, 2019
View more
- Job Function
- Wealth Management
- Industry Sector
- Asset Management
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
Job Description
Provide research and analysis for selecting, monitoring and evaluating fund options for annuity and life products; provide analysis for fund selection and implementation of assigned funds and contribute to growth in sales and assets by supporting marketing and compliance initiatives while ensuring corporate profitability expeditions and while providing high quality investment choice for clients.
Responsibilities
•Prepare fund/subadvisor research, analysis and manager selection for assigned product lines (annuity and life) which includes utilizing written research and industry software to identify, evaluate and report on industry and investment product trends and analyze the competitive environment.
•Provide comprehensive analysis on investment performance relative to the market, benchmark and peers and prepare reports that identify trends, opportunities, and recommendations in-force business or for new business offerings. Communicate investment information concisely both in writing and verbally.
•Oversee and drive strategic projects related to business goals. Subject matter expert lead on medium scale projects including development, project formation, marketing and maintenance.
•Actively manage relationships with external fund partner firms which includes regular communication on product performance, due diligence and operational issues while meeting all compliance requirements.
•Lead across the organization to share information, resolve issues, support wholesaling initiatives, marketing communications and provide compliance efforts to support the team.
Required Qualifications
•Bachelor’s degree or equivalent.
•5+ years of investment-related experience within a product management, due diligence analyst or marketing position.
•Strong quantitative skills with the ability to combine investment knowledge and technical expertise to produce effective results.
•Experience with analytical software to analyze investment style, risk characteristics and performance.
•Experience with managing professional relationship with third party institutions.
•Attention to detail and strong written/verbal communications skills.
Preferred Qualifications
•Certifications: CFA; CIMA, CAIA.
Company
Focused on people, not just our bottom line. Here, you'll be part of an inclusive, collaborative culture that rewards you for your contributions. You'll work with other talented people who share your assion for doing great work that's in the best interest of our clients. And you'll have plenty of opportunities to make your mark at the office - and a ifference in your community. So if you're talented, driven and want to work for a company that cares, put a rewarding career more within reach at Ameriprise Financial.
- Telephone
- 7247466975
- Location
-
112 Ameriprise Financial Center
Minneapolis
MN
55474
US
Sign in to create job alerts
Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.
Create alert