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Director, Manager Research - Fixed Income

Employer
Ameriprise Financial, Inc.
Location
Charlotte, USA
Salary
Competitive
Closing date
Jun 9, 2023

View more

Job Function
Operations
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
The Director, Manager Research - Fixed Income will be responsible for providing top-quality research and investment analysis, leading the manager selection process, and conducting ongoing due diligence for fixed income mutual funds, separately managed accounts and investment strategists. This position will also manage third-party partner relationships; interact directly with portfolio managers; generate concise, well-written research; effectively communicate with senior leaders; provide thought leadership on new product development; lead major research projects or business lines; and contribute to cross organizational projects.

Responsibilities

  • Conduct autonomous, comprehensive investment research, analysis, and manager selection for fixed income strategies. This includes the use of qualitative and quantitative techniques to evaluate investment managers and associated products. At times, this may include portfolio management responsibilities and/or general securities analysis and support.
  • 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, wholesaling team, clients, and advisors.
  • Oversee and drive strategic projects related to business goals. Act as a subject matter expert on cross-organizational projects.
  • Lead across the organization to share information and resolve issues. Support wholesaling initiatives, product development, and marketing/communications.
  • Actively manage relationships with external partners that includes regular communication on product performance, due diligence, and operational issues.


Required Qualifications

  • Bachelor's degree (or equivalent work experience)
  • 5+ years of relevant experience
  • Prior manager research or asset management experience
  • Attention to detail and strong written/verbal communication skills
  • 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, FactSet, Morningstar Direct)
  • Experience managing professional relationships with third party institutions
  • Active Series 7 or the ability to obtain within 120-days of hire date.


Preferred Qualifications

  • Expertise in asset allocation, manager combinations, and portfolio structuring
  • MBA, CFA, CAIA, CIMA, and/or CFP preferred.


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.

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