Senior Research Analyst - Equity

Posted 4 Days Ago
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Troy, MI, USA
In-Office
129K-152K Annually
Senior level
Fintech • Payments • Financial Services
The Role
The Senior Research Analyst will develop quantitative methods for international equities, oversee strategy implementation, and conduct financial analysis for stock recommendations.
Summary Generated by Built In

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

Ameriprise Enterprise Investment Services Inc. seeks a Senior Research Analyst - Equity, in Troy, MI.

Responsibilities:

To Develop and maintain a proprietary quantitative screening and rating methodology for international equities. Oversee research, development and implementation of quantitative investment strategies utilized in the management of Ameriprise Financial client portfolios. Apply quantitative techniques and fundamental analysis to develop and maintain an International Recommended List of stocks, which Ameriprise can leverage.

Requirements:

Bachelor’s degree in finance, or a related field, plus 3 years of experience in portfolio management including utilizing the Core International Equity Model to assist in asset allocation for models that have significant international equity; 3 years of experience with quantitative analysis, including analyzing company’s financials, performing ratio analysis, forecasting future revenue and earnings to make a Buy/Hold stock recommendations, and build quantitative models and reports that enable detailed analysis and measurement of Model Portfolios. FINRA Series 7, SIE, and NASAA 66 licenses required. Salary Range: $ 129,100 to $151,500. To apply, please visit joinameriprise.com (Job Req #R26_1606.) General information on company benefits, and other compensation, including health and retirement, can be found at www.ameriprise.com/careers/corporate/employee-benefits.   

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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.

Skills Required

  • Bachelor's degree in finance or related field
  • 3 years of experience in portfolio management
  • 3 years of experience with quantitative analysis
  • FINRA Series 7, SIE, and NASAA 66 licenses
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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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