Analyst WMS Manager Research jobs in United States
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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
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H1B Sponsor Likelynote

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

Investment analysisManager selectionAnalytical softwareCFAQuantitative skillsFINRA Series 7Relationship managementCommunication skillsAttention to detail

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

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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 Stage

Leadership Team

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Angela Grabovsky, CFP®, CRPC®, MBA, APMA®
Private Wealth Advisor, Chief Executive Officer
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Anthony C. Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
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Company data provided by crunchbase