Group Lead Research Analyst

Reposted 2 Days Ago
Be an Early Applicant
2 Locations
In-Office
Senior level
Fintech • Payments • Financial Services
The Role
Lead due diligence and investment research for hedge funds, private credit, private equity, real estate, and other alternatives. Source and evaluate managers, perform detailed analysis, monitor existing investments, prepare recommendations for Investment Committee, and act as subject matter expert for internal partners and advisors.
Summary Generated by Built In

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection.

Be part of an inclusive, collaborative culture that rewards you for your contributions, and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong, ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Job Description

The Group Lead - Research Analyst , Due Diligence for Alternative Investments will play a pivotal role within the Ameriprise Investment Research Group. This position is responsible for leading the comprehensive investment due diligence process for hedge funds, private credit, private equity, private real estate, and other alternative investment offerings. The Analyst will be engaged in all aspects of investment sourcing and analysis, maintaining oversight of existing platform investments, and preparing detailed reports and presentations for the Investment Committee. Additionally, this role requires close collaboration with various internal groups to ensure a cohesive and strategic approach to investment management.
This position and team structure offers the advantage of a generalist approach. Leverage your investment knowledge and our comprehensive suite of alternative products to gain broad exposure across various investment strategies, maximizing your impact and professional growth.

Key Responsibilities

  • Source and evaluate new investment opportunities through ongoing engagement with a wide range of alternative asset managers
  • Conduct comprehensive due diligence, including detailed analysis of RFIs, offering documents, manager meetings, virtual visits and industry research
  • Prepare and deliver investment recommendations and manager evaluations to internal stakeholders and investment committees
  • Monitor existing investments through regular manager dialogue, performance analysis, and risk assessment; provide actionable recommendations
  • Serve as a subject matter expert on alternative investments for internal partners and financial advisors

Required Qualifications

  • 7+ years of relevant experience in investment research, due diligence, or alternative investments
  • Master’s degree (or equivalent experience), preferably in Finance, Economics, Investments, or related field
  • Strong analytical, critical thinking, and problem-solving capabilities
  • Excellent written and verbal communication skills
  • Ability to manage work independently and prioritize effectively
  • Active FINRA Series 7 license or ability to obtain within 120 days

Preferred Qualifications

  • Demonstrated knowledge of alternative investment strategies and structures
  • Prior experience conducting research on private markets (private equity, private credit, real assets)
  • High attention to detail, strong ownership mindset, and intellectual curiosity
  • Advanced quantitative and analytical skills, with the ability to clearly communicate complex investment concepts
  • CFA and/or CAIA designation, or an interest in pursuing one

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 three (3) days per week, with flexibility to work from home two (2) days 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.

Full-Time/Part-Time

Full time

Timings

(2:00p-10:30p)

India Business Unit

AWMPO AWMP&S President's Office

Job Family Group

Business Support & Operations

Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, military status, veteran status, marital status, pregnancy, 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.

Skills Required

  • 7+ years of relevant experience in investment research, due diligence, or alternative investments
  • Master's degree (or equivalent experience) in Finance, Economics, Investments, or related field
  • Strong analytical, critical thinking, and problem-solving capabilities
  • Excellent written and verbal communication skills
  • Ability to manage work independently and prioritize effectively
  • Active FINRA Series 7 license or ability to obtain within 120 days
  • Demonstrated knowledge of alternative investment strategies and structures
  • Prior experience conducting research on private markets (private equity, private credit, real assets)
  • High attention to detail, strong ownership mindset, and intellectual curiosity
  • Advanced quantitative and analytical skills, with ability to communicate complex investment concepts
  • CFA and/or CAIA designation, or interest in pursuing one
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The Company
40 Employees

What We Do

RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets. AREAS OF FOCUS • Family Finances • Retirement Planning Strategies • Wealth Preservation Strategies • Investment Management • Retirement Plan Distribution • Social Security Retirement Benefits • Small Business • Business Retirement Plans • Tax Planning Strategies CONNECT WITH US Phone: 979-417-0563 | 512-873-2527 OFFICE LOCATIONS 8300 N MOPAC EXPY, Suite 100, Austin, TX 78759 107 THIS WAY, Suite A, Lake Jackson, TX 77566 1 IKEA-RBFCU PKWY, Live Oak, TX 78233-2792 Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

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