Ameriprise Financial Services, LLC · 4 days ago
Analyst WMS Manager Research
Ameriprise Financial Services, LLC is a diversified financial services leader with over $1.5 trillion in assets under management. In this role, you will provide top quality research and investment analysis, manage partner relationships, and contribute to cross-organizational projects while supporting senior analysts and improving analytical tools.
CommercialConstructionProperty ManagementReal EstateResidential
Responsibilities
Support the research activities of the broader research organization by conducting comprehensive investment research, analysis and manager selection for assigned product lines. This includes the use of qualitative and quantitative techniques to evaluate investment managers and associated products. In most instances, this will include back-up coverage for assigned asset classes or independent coverage of smaller asset categories. At times, this may include general securities analysis and support
Update, maintain and improve existing analytical tools, models and processes
Actively manage relationships with external partners which includes regular communication on product performance, due diligence, and operational issues
Contribute to strategic projects related to business goals. Act as a subject matter expert on medium scale, cross-organizational projects including development, project formation, marketing and maintenance
Qualification
Required
3-5 years' relevant experience
Bachelor's degree in finance, economics, accounting, or investment-related field
FINRA Series 7 or ability to obtain within 120 days
Preferred
Prior manager research experience
CFA, CAIA, CIMA
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, Access, FactSet, Morningstar Direct)
Experience managing professional relationships with third party institutions
Attention to detail and strong written/verbal communication skills
Benefits
Vacation time
Sick time
401(k)
Health, dental and life insurances
Company
Ameriprise Financial Services, LLC
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.
H1B Sponsorship
Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (74)
2023 (62)
2022 (105)
2021 (82)
2020 (73)
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-10-03
2025-10-02
Company data provided by crunchbase