Research Analyst IND
Research Analyst IND
Ameriprise Financial Services, LLC- Posted 40 minutes ago
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Job Description
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The firm's focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection.
Be part of an inclusive, collaborative culture that rewards you for your contributions, and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong, ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Job Description
The Lead Research Analyst will support the Alternative Investments and Manager Research teams by performing investment data analysis, due diligence support, reporting, and operational research activities across both private and liquid alternative investment offerings. The role will partner closely with investment analysts and portfolio research professionals to support ongoing manager monitoring, research projects, investment onboarding activities, and various reporting initiatives.
This position provides broad exposure to alternative investments, manager research processes, and investment due diligence activities across multiple asset classes. The analyst will have the opportunity to develop investment knowledge while supporting a wide range of research, reporting, and analytical functions for both private and liquid alternative investment strategies.
Key Responsibilities
Support quarterly and ongoing monitoring of alternative investment offerings by gathering, validating, and analyzing performance, asset, distribution, redemption, and portfolio-level data.
Prepare recurring research reports, dashboards, and analytical materials utilizing internal systems, FactSet, Morningstar, Preqin, Bloomberg, and other third-party data sources.
Assist with due diligence activities by reviewing offering documents, RFIs, marketing materials, and manager communications and extracting key information for analyst review.
Coordinate and maintain investment research databases, due diligence records, SharePoint sites, and document repositories.
Support manager onboarding, product review, and completion memo processes through data collection, drafting, and documentation.
Assist with ad hoc analytical projects, including portfolio construction, holdings analyses, risk metrics, and other investment-related research requests.
Support recurring private alternatives reporting initiatives, including industry data gathering, performance benchmarking, and market intelligence reporting.
Participate in manager meetings and introductory calls, documenting key discussion points and maintaining organized records of manager interactions.
Coordinate the distribution, collection, and tracking of due diligence questionnaires, RFI responses, and related materials.
Partner with investment research professionals across multiple manager research disciplines to support team initiatives and cross-functional projects.
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
Full-Time/Part-Time
Full time
Timings
(2:00p-10:30p)
India Business Unit
AWMPO AWMP&S President's Office
Job Family Group
Business Support & Operations
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, military status, veteran status, marital status, pregnancy, 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.
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The firm's focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection.
Be part of an inclusive, collaborative culture that rewards you for your contributions, and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong, ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Job Description
The Lead Research Analyst will support the Alternative Investments and Manager Research teams by performing investment data analysis, due diligence support, reporting, and operational research activities across both private and liquid alternative investment offerings. The role will partner closely with investment analysts and portfolio research professionals to support ongoing manager monitoring, research projects, investment onboarding activities, and various reporting initiatives.
This position provides broad exposure to alternative investments, manager research processes, and investment due diligence activities across multiple asset classes. The analyst will have the opportunity to develop investment knowledge while supporting a wide range of research, reporting, and analytical functions for both private and liquid alternative investment strategies.
Key Responsibilities
Support quarterly and ongoing monitoring of alternative investment offerings by gathering, validating, and analyzing performance, asset, distribution, redemption, and portfolio-level data.
Prepare recurring research reports, dashboards, and analytical materials utilizing internal systems, FactSet, Morningstar, Preqin, Bloomberg, and other third-party data sources.
Assist with due diligence activities by reviewing offering documents, RFIs, marketing materials, and manager communications and extracting key information for analyst review.
Coordinate and maintain investment research databases, due diligence records, SharePoint sites, and document repositories.
Support manager onboarding, product review, and completion memo processes through data collection, drafting, and documentation.
Assist with ad hoc analytical projects, including portfolio construction, holdings analyses, risk metrics, and other investment-related research requests.
Support recurring private alternatives reporting initiatives, including industry data gathering, performance benchmarking, and market intelligence reporting.
Participate in manager meetings and introductory calls, documenting key discussion points and maintaining organized records of manager interactions.
Coordinate the distribution, collection, and tracking of due diligence questionnaires, RFI responses, and related materials.
Partner with investment research professionals across multiple manager research disciplines to support team initiatives and cross-functional projects.
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
Full-Time/Part-Time
Full time
Timings
(2:00p-10:30p)
India Business Unit
AWMPO AWMP&S President's Office
Job Family Group
Business Support & Operations
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, military status, veteran status, marital status, pregnancy, 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.
More Info
Key Skills
portfolio construction
investment data analysis
investment research databases
Preqin
About Company