Group Lead Research Analyst

Reposted 2 Days Ago
Be an Early Applicant
2 Locations
In-Office
Senior level
Fintech
The Role
Lead due diligence and monitoring of alternative investments (hedge funds, private credit, private equity, real estate). Source opportunities, conduct detailed manager analysis, prepare recommendations and reports for the Investment Committee, and act as an internal subject-matter expert.
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 (Finance, Economics, Investments, or related)
  • 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
  • Work in-office at least three days per week (in-office collaboration expectation)
  • Willingness to work specified shift hours (2:00p-10:30p)
  • Demonstrated knowledge of alternative investment strategies and structures
  • Prior experience researching private markets (private equity, private credit, real assets)
  • Advanced quantitative and analytical skills and ability to communicate complex investment concepts
  • CFA and/or CAIA designation, or interest in pursuing one

Ameriprise Financial Services, LLC Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ameriprise Financial Services, LLC and has not been reviewed or approved by Ameriprise Financial Services, LLC.

  • Retirement Support Feedback suggests a 401(k) with company contributions and financial well‑being programs strengthens long‑term savings. Employee stock purchase access and planning subsidies further support retirement readiness.
  • Strong & Reliable Incentives Feedback suggests annual and long‑term performance incentives, alongside variable or commission components in advisor roles, can create meaningful upside for certain positions. Licensing support and bonus opportunities reinforce a performance‑linked pay mix.
  • Flexible Benefits Feedback suggests flexible work options, the ability to purchase extra vacation, and paid volunteer time provide adaptable benefits for different life needs. On‑site clinic and fitness resources at headquarters and wellbeing programs add convenient lifestyle support.

Ameriprise Financial Services, LLC Insights

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The Company
Minneapolis, MN
16,649 Employees
Year Founded: 1894

What We Do

Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals. We believe that with the right advisor, the right advice, and the right firm, life can be brilliant. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Learn how you can build your career at Ameriprise Financial. *Ameriprise Financial Q2 2020 Statistical Supplement All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested. By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial. Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.

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