Ameriprise Financial Services, LLC Logo

Ameriprise Financial Services, LLC

Equity Analyst, Consumer

Posted 17 Days Ago
Be an Early Applicant
In-Office
Charlotte, NC, USA
158K-237K Annually
Senior level
In-Office
Charlotte, NC, USA
158K-237K Annually
Senior level
Perform fundamental equity research across Consumer Discretionary and Consumer Staples: build and maintain financial models, valuations, earnings analysis, and investment theses. Produce research reports, earnings updates, and sector commentary; partner with portfolio managers and advisors to inform security selection, portfolio construction, and advisor-facing education and due diligence.
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

Join a collaborative investment team where your research will directly influence portfolio decisions and advisor outcomes. As a Consumer Sector Equity Analyst, you will conduct fundamental research across the Consumer Discretionary and Consumer Staples sectors, including financial modeling, earnings analysis, valuation, and assessment of industry and competitive trends. You will deliver actionable investment recommendations, support portfolio construction, and help strengthen the firm's growing separately managed account platform. This role offers the opportunity to combine analytical insight, sound investment judgment, and cross-functional collaboration while developing deep expertise across the consumer landscape and the broader investment organization.

How you'll spend your time...

  • Conduct in-depth fundamental research on assigned sectors, industries, and companies, including financial analysis, valuation, earnings assessment, competitive positioning, and investment thesis development.
  • Build and maintain financial models, forecasts, price targets, risk assessments, and investment recommendations that support portfolio construction and security selection decisions.
  • Partner with portfolio managers and investment leadership to provide timely insights on portfolio holdings, candidate investments, benchmark performance, and recommended portfolio changes.
  • Develop high-quality research reports, earnings updates, sector commentary, thematic publications, and presentations for internal stakeholders and advisors.
  • Support advisor engagement activities, educational events, webinars, and due diligence discussions by translating complex analysis into clear and actionable investment perspectives.
  • Maintain strong documentation, governance, and compliance practices across all research activities and investment recommendations.

To be successful in this role you will have...

  • 7+ years of experience in equity research in the consumer sector, investment analysis, asset management, or a related investment function, with demonstrated expertise in fundamental company and sector analysis.
  • Bachelor's degree in Finance, Economics, Accounting, Business, or a related field; Master of Business Administration, Chartered Financial Analyst designation, or advanced degree preferred.
  • Applicable securities licenses or registrations, or the ability to obtain required licensing within an established timeframe.
  • Strong financial modeling, valuation, scenario analysis, and investment recommendation capabilities, including the development of buy, hold, and sell theses.
  • Experience within buy-side, sell-side, registered investment advisor, separately managed account, or institutional investment environments is preferred.
  • Excellent communication, collaboration, and influencing skills, with the ability to present complex investment views to portfolio managers, advisors, and senior stakeholders.

U.S. Work Authorization & 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 $158,000 - $237,000 / 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

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.

Similar Jobs

17 Days Ago
In-Office
Charlotte, NC, USA
158K-237K Annually
Senior level
158K-237K Annually
Senior level
Fintech • Payments • Financial Services
Conduct fundamental equity research across Consumer Discretionary and Staples, build and maintain financial models and valuations, develop investment theses and recommendations, support portfolio construction and advisor engagement, produce research reports and presentations, and ensure governance and compliance of research activities.
2 Hours Ago
Remote or Hybrid
45K-85K Annually
Junior
45K-85K Annually
Junior
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Handles inbound calls and warm leads, consults customers on insurance needs, recommends appropriate Property and Casualty coverages, and converts prospects into policyholders. Completes paid licensing and sales training, represents the Liberty Mutual brand, provides customer-focused service, and meets sales goals. Requires a flexible schedule covering four weekdays and one weekend day, plus a compliant home workspace and high-speed wired internet connection.
Top Skills: Cable/Fiber/Dsl InternetPc
2 Hours Ago
Easy Apply
Remote or Hybrid
United States
Easy Apply
163K-247K Annually
Senior level
163K-247K Annually
Senior level
Fintech • HR Tech
Build and own full-stack services and APIs enabling businesses to offer and manage 401(k) plans. Design scalable features, evolve system architecture, establish engineering best practices, collaborate with product, design, compliance, and operations, debug production issues, and improve reliability, observability, and operational tooling. The role requires end-to-end system ownership, production support, and cross-team technical influence.
Top Skills: Amazon SqsAPIsGraphQLMessage-Based SystemsNservicebusReactRuby On RailsSidekiq

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