Skip to content

Open nowPosted 5 days ago

Senior Analyst - Liquid Alternatives Due Diligence

ameriprise144 open roles

Pay
$114,500 – $157,400 a year
Where
Minneapolis Minnesota
Work mode
On site
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowSenior Analyst - Liquid Alternatives Due Diligenceameriprise · Minneapolis Minnesota
  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on ameriprise's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

8.0% of postings close within 7 days. Measured by our own scanner across the market. ameriprise postings stay open a median of 3 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.5%3 days
  3. 8.0%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 5 days ago

ameriprise median: 3 days open

The posting

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

In this role, you will be responsible for leading manager research, selection, and ongoing due diligence for Liquid Alternative investment strategies across mutual funds, separately managed accounts (SMAs), and exchange-traded funds (ETFs). You will also serve as the primary research lead for the Liquid Alternatives asset class, overseeing manager coverage, conducting investment and operational due diligence, monitoring performance and risk, and delivering recommendations regarding manager selection, approval, retention, watch status, and removal.

Additionally, you will be responsible for interacting directly with external investment managers, producing high-quality research and investment recommendations, communicating findings to internal stakeholders and investment committees, and serving as a subject matter expert on Liquid Alternatives across the organization.

Key Responsibilities:

  • Lead manager research, due diligence, and selection activities for Liquid Alternative mutual funds, separately managed accounts, and exchange-traded funds.
  • Serve as the primary research owner for the Liquid Alternatives asset class, maintaining coverage of assigned managers and identifying new investment opportunities.
  • Conduct comprehensive qualitative and quantitative analysis of investment managers, including investment philosophy, process, people, performance, portfolio construction, risk management, and operational capabilities.
  • Monitor covered strategies through ongoing due diligence, performance evaluation, risk assessment, and regular engagement with portfolio management teams.
  • Prepare and maintain investment research reports, manager scorecards, and research updates for internal stakeholders and investment committees.
  • Deliver investment recommendations regarding manager additions, retention, watch status, and removals from approved and recommended lists.
  • Communicate investment insights and recommendations effectively to investment committees, senior leadership, financial advisors, and internal partners.
  • Build and manage productive relationships with external asset managers and strategic partners.
  • Serve as a subject matter expert on Liquid Alternative investment strategies, portfolio applications, and industry developments.
  • Support advisor education, wholesaling initiatives, product development efforts, marketing material reviews, and cross-functional projects as needed.

Required Qualifications:

  • 5+ years of experience in investment research, manager due diligence, investment consulting, asset allocation, or other related investment roles.
  • Bachelor's degree in Finance, Economics, Investments, or a related field (or equivalent experience).
  • Experience evaluating investment products and managers using both qualitative and quantitative research methodologies.
  • Strong analytical skills and proficiency with investment research platforms such as FactSet, Morningstar Direct, Bloomberg, or similar tools.
  • Exceptional written and verbal communication skills, including the ability to present investment recommendations to senior stakeholders and investment committees.
  • Ability to independently manage a research coverage universe and prioritize competing responsibilities.
  • Active FINRA Series 7 license or the ability to obtain within 120 days.

Preferred Qualifications

  • Demonstrated knowledge of Liquid Alternative investment strategies, including hedge fund replication, long/short equity, market neutral, managed futures, global macro, multi-strategy, credit, and alternative income approaches.
  • Experience conducting manager selection and ongoing manager oversight.
  • Experience presenting investment recommendations to investment committees or senior leadership.
  • Strong understanding of portfolio construction, risk management, and performance attribution.
  • Experience interacting directly with third-party asset managers and institutional investment firms.
  • High degree of intellectual curiosity, ownership, and attention to detail.
  • CFA and/or CAIA designation, or progress toward completion.

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary

The estimated base salary for this role is $114,500 - $157,400 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Business Support & Operations

Line of Business

FPPS Wealth Management Solutions

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against ameriprise's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.
  3. We apply on ameriprise's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.
  4. Every reply, sorted

    ameriprise's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.
  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.