Senior Analyst - Due Diligence | Alternative Investments

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 Senior Analyst- Due Diligence for Alternative Investments will play a pivotal role within the Ameriprise Investment Research Group. This position is responsible for leading the comprehensive investment due diligence process for hedge funds, private credit, private equity, private real estate, and other alternative investment offerings. The Senior Analyst will be engaged in all aspects of investment sourcing and analysis, maintaining oversight of existing platform investments, and preparing detailed reports and presentations for the Investment Committee. Additionally, this role requires close collaboration with various internal groups to ensure a cohesive and strategic approach to investment management.

This position and team structure offers the advantage of a generalist approach. Leverage your investment knowledge and our comprehensive suite of alternative products to gain broad exposure across various investment strategies, maximizing your impact and professional growth.

Key Responsibilities:

• Source and evaluate new investment opportunities through ongoing engagement with a wide range of alternative asset managers
• Conduct comprehensive due diligence, including detailed analysis of RFIs, offering documents, manager meetings, onsite visits, and industry research
• Prepare and deliver investment recommendations and manager evaluations to internal stakeholders and investment committees
• Monitor existing investments through regular manager dialogue, performance analysis, and risk assessment; provide actionable recommendations
• Serve as a subject matter expert on alternative investments for internal partners and financial advisors

Required Qualifications:

• 5+ years of relevant experience in investment research, due diligence, or alternative investments
• Bachelor's degree (or equivalent experience), preferably in Finance, Economics, Investments, or related field
• Strong analytical, critical thinking, and problem-solving capabilities
• Excellent written and verbal communication skills
• Ability to manage work independently and prioritize effectively
• Active Series 7 license or ability to obtain within 120 days

Preferred Qualifications

• Demonstrated knowledge of alternative investment strategies and structures
• Prior experience conducting research on private markets (private equity, private credit, real assets)
• High attention to detail, strong ownership mindset, and intellectual curiosity
• Advanced quantitative and analytical skills, with the ability to clearly communicate complex investment concepts
• CFA and/or CAIA designation, or an interest in pursuing one

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 $114,500- $157,400/ 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.