Ameriprise Financial Services, LLC

WMS Manager, Analyst

Ameriprise Financial Services, LLC

full-time

Posted on:

Location Type: Hybrid

Location: Minneapolis • Minnesota, North Carolina • 🇺🇸 United States

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Salary

💰 $93,400 - $128,400 per year

Job Level

Mid-LevelSenior

About the role

  • Provide top quality research and investment analysis
  • Participate in the manager selection process
  • Conduct ongoing due diligence for mutual funds and separate accounts
  • Manage partner relationships and review marketing/training materials

Requirements

  • 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
  • Strong quantitative skills
  • Experience with analytical software to analyze investments (Excel, Access, FactSet, Morningstar Direct)
Benefits
  • Health insurance
  • 401(k)
  • Vacation time
  • Sick time
  • Dental insurance
  • Life insurance

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
investment analysisdue diligencequantitative skillsanalytical software
Soft skills
relationship management
Certifications
FINRA Series 7