Senior Portfolio Analyst

As a Portfolio Analyst on the Tax Exempt Fixed Income team, you will contribute to the management of a wide range of fixed income investment vehicles, including retail mutual funds, ETFs, and separately managed accounts. Responsibilities include performing data analysis on performance, risk, market dynamics & opportunities, and providing a bridge between research and portfolio construction.

Key Responsibilities

What We're Looking For:

This role requires somebody who wants to go above and beyond and thrives in a dynamic environment. You will work closely with several portfolio managers, traders, and research analysts on short-term and long-term projects to ensure superior performance for our clients. To be most successful, you will need to blend curiosity, flexibility, and precision.

What You'll Do:

• Manage fundamental aspects of portfolio monitoring, such as drivers of performance, reporting, and risk monitoring.

• Work with a broad set of partners to ensure portfolios operate smoothly and within guidelines.

• Contribute to building portfolios by working with data, creating operational processes, and evaluating investment ideas.

• Work with the municipal research data analytics team to build and refine tools that help drive portfolio performance through security selection.

• Develop monitors, reports, and presentations for portfolio management, research, internal partners, and clients.

• Become knowledgeable & proficient in several data and investment systems, such as Bloomberg and BlackRock Solutions.

What You'll Like About This Role:

• Opportunity to gain in-depth exposure to fixed income investing.

• Opportunities to collaborate with fundamental research analysts and portfolio managers across the organization to exchange ideas, communicate insights, and broaden your expertise.

• Making an impactful contribution to the success of the team and helping clients to achieve their investment goals

• Structured mentoring and career progression

• Work-life balance

• Competitive base salary plus an attractive yearly performance driven bonus

• Access to robust healthcare coverage

• Retirement saving plan with a company match

• An organization with steadfast commitment to diversity and inclusion

• A working climate that values and supports different perspectives and culture

Required Qualifications:

• Bachelor's degree or equivalent work experience

• Strong interpersonal skills with the ability to interface with multiple teams and individuals at various levels.

• Ability to combine superior problem-solving and analytical skills with effective communication of data-supported ideas.

• Demonstrated interest in financial markets and concepts.

• Technological aptitude with Microsoft Office, programming languages, and an ability to quickly learn specialized investment systems.

• Proven intellectual curiosity

• Attention to detail, accuracy, and timeliness, and a cooperative can-do attitude

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

Investment Management

Line of Business

AMINV US Asset Management