Senior Director, Manager Research - Fixed Income and Multi-Asset Research
Ameriprise Financial, Inc.
Location: Minneapolis, Minnesota
Type: Full Time
Internal Number: 19073336
The Senior Director, Manager Research will be responsible for leading a small team to provide top quality research and investment analysis, leading the manager selection process and conducting ongoing due diligence for fixed income and multi-asset investment products. 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 and contribute to cross organizational projects.
Conduct autonomous, comprehensive investment research, analysis and manager selection for assigned coverage areas. 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.
Hold direct research coverage for fixed income and multi-asset investment 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, wholesaling team, clients and advisors.
Oversee and drive strategic projects related to business goals. Act as a subject matter expert on cross-organizational projects.
People leadership responsibilities including coaching, goal setting, 1:1 meetings, written reviews, compensation, etc.
Lead across the organization to share information and resolve issues. Support wholesaling initiatives, product development and marketing/communications.
Actively manage relationships with external partners which includes regular communication on product performance, due diligence and operational issues.
Bachelor's degree (or equivalent work experience)
7+ years of relevant experience
Prior manager research experience
Attention to detail and strong written/verbal communication skills
Demonstrated ability to extract and analyze information
Strong quantitative skills with the ability to combine investment knowledge and technical expertise to produce effective results
Experience with analytical software (Excel, FactSet, Morningstar Direct)
Experience managing professional relationships with third party institutions
Expertise in asset allocation, manager combinations and portfolio structuring
Active Series 7 or the ability to obtain within 120-days of hire date
People leadership experience
Portfolio management experience
CFA, CAIA, CIMA, CFP and/or CPA 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.