Director - Investment Management Analysis

Charlotte, NC

Job Description

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 longterm 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 longterm 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

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.

PDN-a13b62e1-e0e9-4bf6-8ef3-5ac3f413cb75

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 longterm 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 longterm 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

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.

PDN-a13b62e1-e0e9-4bf6-8ef3-5ac3f413cb75

About Ameriprise Financial

For 125 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you’ve earned and committed to helping you be brilliant.

A company with integrity.

Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression, and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are.

  • We have more than $875 billion in assets under management and administration.

  • We maintain leadership positions in each of our core business segments: Advice & Wealth Management, Asset Management, Annuities, and Protection.

  • We have more than 2 million individual, business, and institutional clients.

Our Leaders

Part of our strength as a company comes from the strength of our leadership—an experienced and long-tenured team.

Our Locations

Ameriprise Financial was founded and is headquartered in Minneapolis. We also have corporate offices throughout the United States and across the globe, including New York, Boston, London, and India.

Our History

Since 1894, we at Ameriprise Financial have been helping millions of clients invest towards their financial goals and dreams.

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Ameriprise Financial
Director - Investment Management Analysis
Ameriprise Financial
Charlotte, NC
Mar 6, 2026
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