What are the responsibilities and job description for the Advisory Research Relations Associate position at Columbia Threadneedle Investments, US?
Support senior Advisory Research Consultants relationships with intermediary research departments and their efforts to gain and service placements on research department discretionary and nondiscretionary research platforms.
Key Responsibilities
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 Columbia’s 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.
Required Qualifications
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.
Preferred Qualifications
CFA or progress toward CFA.
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Sales
Line of Business
AMINV US Asset Management
Key Responsibilities
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 Columbia’s 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.
Required Qualifications
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.
Preferred Qualifications
CFA or progress toward CFA.
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Sales
Line of Business
AMINV US Asset Management
