Ameriprise Financial Services, LLC Logo

Ameriprise Financial Services, LLC

Director - Investment Management Analysis

Posted 13 Days Ago
Be an Early Applicant
In-Office
Charlotte, NC, USA
140K-193K Annually
Senior level
In-Office
Charlotte, NC, USA
140K-193K Annually
Senior level
The Director will shape investment strategies, oversee portfolio management, ensure alignment with regulations, and support long-term financial performance.
The summary above was generated by AI

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

The Director, Investment Management Analysis will play a critical role in shaping and executing the investment strategy for Ameriprise’s Owned Assets portfolio. This position is critical to the firm’s investment decision-making process and is deeply involved in strategic asset allocation, overseeing daily investment execution, and ensuring alignment of the investment portfolio with enterprise objectives.
This role partners closely with business lines, Asset Liability Management (ALM), Treasury, and the firm’s asset manager to guide the company’s investment profile and support long‑term financial performance.

Responsibilities

  • Provide daily operational direction to implement approved strategies

  • Advise on portfolio management decisions, ensuring alignment with statutory and regulatory rules, accounting standards, liquidity and capital requirements, tax considerations, and credit risk targets.

  • Support strategic initiatives, identifying emerging issues, analyzing financial implications, and contributing to enterprise-level decision making.

  • Assess and inform decisioning related to strategic initiatives, identifying issues, and assessing financial impacts

  • Develop and prepare presentations to senior level audiences regarding investment strategy, results, and recommendations

  • Serve as a fixed income subject matter expert, supporting financial modeling, scenario analysis, and long‑term investment planning.

Required Qualifications

  • 5+ years of experience in investments, including 3+ years focused on fixed income or investment strategy.

  • Deep knowledge of fixed income markets, asset classes, and portfolio construction concepts.

  • Proven ability to think strategically and apply quantitative and problem-solving skills

  • Strong relationship and communication skills

Preferred Qualifications

  • Proven ability to think strategically and apply quantitative and problem-solving skills

  • Prior experience leading cross-functional projects

  • Chartered Financial Analyst (CFA)

  • Associate / Fellow of the Society of Actuaries

  • Degree in Finance, Economics, or related discipline

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

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 four (4) days per week, with flexibility to work from home one (1) day 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.

Base Pay Salary

The estimated base salary for this role is $140,200 - $192,800/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Finance

Line of Business  

FIN Finance

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.

Top Skills

Asset Management
Financial Planning
Investment Strategy

Similar Jobs

13 Days Ago
In-Office
Charlotte, NC, USA
140K-193K Annually
Senior level
140K-193K Annually
Senior level
Fintech • Payments • Financial Services
The Director will shape investment strategy, oversee execution, advise on portfolio management, and develop presentations for senior audiences, focusing on fixed income investment.
Top Skills: Financial ModelingScenario Analysis
7 Minutes Ago
Remote or Hybrid
USA
84K-110K Annually
Mid level
84K-110K Annually
Mid level
Edtech • Information Technology • Software
The Talent Development Manager designs and executes leadership development programs, partners with HR and business leaders, and utilizes data to enhance organizational effectiveness.
Top Skills: Ai ToolsWorkday
8 Minutes Ago
Remote or Hybrid
United States
135K-245K Annually
Senior level
135K-245K Annually
Senior level
Automotive • Big Data • Information Technology • Robotics • Software • Transportation • Manufacturing
The Staff Product Manager will define and execute GM's global connectivity strategy by managing partnerships and overseeing product lifecycle, driving customer experience and aligning with advanced connectivity technologies.
Top Skills: 5G)Cellular (4G LteEsimMobile Edge Compute (Mec)Open RanRemote Sim ProvisioningWi-Fi

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account