Manager, Advisory Research Relations
Posted on: 30 Jan 2021
Boston, MA
Job Description
Support senior Advisory Research Consultants relationships with intermediary research departments and their efforts to gain and service placements on research department discretionary and non discretionary research platforms. Help team deepen relationships with intermediary research departments.
Support senior team members with each step of the sales process - Requests for Proposals, quarterly reporting, presentation materials, meeting preparation, and ad hoc requests.
Assist in building relationships, developing strategic initiatives and overseeing ongoing client service with sales & marketing partners (with goal to broaden and deepen relationships across partner firms)
Analyze intermediary research platform recommended lists and model portfolios to identify opportunities and risks.
Collaborate with Columbias Product Management and Investment teams to ensure that Advisory Research Relations team is fully informed about our commercially viable strategies, provide client feedback regarding industry trends and clients demand.
Prepare competitor and market analytics. Assist in the creation of customized reports utilizing tools such Morningstar, Genesys Research, and Zephyr.
Assist in maintaining internal intermediary research platform reporting used with senior management. Bachelors degree.
Minimum of 3-5 years of related industry experience, preferably within an asset management organization or broker dealer.
Demonstrated interest in the capital markets and understanding of the mutual fund research process.
Strong relationship and sales experience in the asset management business, including distribution of mutual funds, and/or SMA strategies preferred.
In-depth understanding of investment analytics.
Strong communication and presentation skills, as well as strong organizational skills required.
Experience in, or willingness to learn, analyzing mutual funds and/or recommended lists and discretionary models, identifying opportunities and strategically positioning strategies.
Series 7 (or SIE and Series 7 top off exam) and 66 (or 63 & 65 combined) or the ability to obtain within a defined period of time.
Familiarity with Morningstar Direct, Zephyr, and Factset.
Ameriprise Financial
Minneapolis, MN
Ameriprise Financial, Inc., through its subsidiaries, provides various financial products and services to individual and institutional clients in the United States and internationally. It operates through five segments: Advice & Wealth Management, Asset Management, Annuities, Protection, and Corporate & Other. The Advice & Wealth Management segment provides financial planning and advice, as well as full-service brokerage services primarily to retail clients through its advisors. The Asset Management segment offers investment management and advice, and investment products to retail, high net worth, and institutional clients through unaffiliated third party financial institutions and institutional sales force. Its products also include U.S. mutual funds and their non-U.S. equivalents, exchange-traded funds, variable product funds underlying insurance, and annuity separate accounts; and institutional asset management products, such as traditional asset classes, separately managed accounts, individually managed accounts, collateralized loan obligations, hedge funds, collective funds, and property funds.
The Annuities segment provides variable and fixed annuity products to individual clients through affiliated and unaffiliated advisors, and financial institutions. The Protection segment offers various products to address the protection and risk management needs of retail clients, including life, disability income, and property casualty insurance through advisors and affinity relationships.
The Corporate & Other segment consist of long term care business, net investment income or loss on corporate level assets. The company was formerly known as American Express Financial Corporation and changed its name to Ameriprise Financial, Inc. in September 2005. Ameriprise Financial, Inc. was founded in 1894 and is headquartered in Minneapolis, Minnesota.
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IndustryBanking/Financial Services
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No. of Employees14, 000
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Website
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Jobs Posted75
