Client Portfolio Analyst

Client Portfolio Analyst

The scope of the Client Portfolio Analyst role is supporting investment strategies delivered in partnership with the Client Portfolio Managers to both the Institutional and Intermediary Distribution teams. Responsibilities include performing data analysis on performance, positioning, risk, market dynamics and opportunities. Ensure individual product strengths are well-articulated in the marketplace. Provide timely insights on portfolio positioning and competitive advantage in support of the sales process. Share relevant market intelligence to the investment and product teams to ensure our product set remains competitively positioned. Partner with Client Portfolio Managers and Investment Teams in representing strategies to prospects and clients, bringing both product and investment expertise. Perform custom reports and analysis as required utilizing proprietary and third-party vendor information, which may include activities such as supporting client / prospect specific requirements, providing input into product team projects and initiatives, and contribute to Thought Leadership pieces. Conduct research to understand the marketplace, competitors, and advisor / client needs to develop effective strategies to highlight and capitalize on competitive advantages. Set performance expectations for products and assess performance results versus expectations, benchmarks, and peers. Evaluate and recommend product changes where appropriate. Work with the marketing group to develop marketing collateral including commentaries, presentations, RFP / database content, and other relevant materials required to describe and position assigned strategies and teams.

A solid understanding of investment concepts and desire to develop and refine analytical skills using industry technology and tools. Ability to collaborate with, influence and lead across the organization to drive results. Strong problem-solving and written communication skills using data to identify trends, challenges and solutions. Familiarity with FactSet, Bloomberg, Zephyr and Morningstar a plus.

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.