Investment Platform Analyst, Platform Distribution Job recruitment

Job Description
Available Openings: 1
Job Title: Investment Platform Analyst, Platform Distribution
Job ID: 84676

Location: Boston, MA

Business Unit: US Asset Management
Full/Part Time: Full-Time
Eligible for Relocation: N
Regular/Temporary: Regular
Travel Percentage: None
License:

About Ameriprise

Focused on people, not just our bottom line.

Here, you'll be part of an inclusive, collaborative culture that rewards you for your contributions. You'll work with other talented people who share your passion for doing great work that's in the best interest of our clients. And you'll 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 company that cares, put a rewarding career more within reach at Ameriprise Financial.

Responsibilities
Columbia Management, an Ameriprise Financial company, is seeking an Investment Platform Analyst to join a Platform Distribution team and join the firm in its Boston, MA office.

Objective:

Increase Columbia Management sales through intermediary distributors by gaining and maintaining placement on research department discretionary and nondiscretionary platforms.
Process

The platform placement process represents a guideline of the steps required to proactively identify opportunities and secure placement.

* Initiate relationships with each analyst within research departments at respective firms

* Develop knowledge of each firm, the platforms and research process

* Introduce Columbia Management

* Identify platform opportunities

* Present the Columbia Management solution

* Follow-up

* Service platform placements

Responsibilities and Skills:

The platform sales role and responsibilities require a well rounded skill-set that includes investment subject matter expertise, the ability to articulate the salient points of an investment thesis to a sophisticated, institutional investor audience, and a willingness to deliver a high-level of productivity.

Subject matter expertise: The platform sales person should cultivate investment knowledge by proactively studying investment industry content, actively participating in Columbia Management investment discussions and product trainings.

Cultivate an in-depth command of three broad subjects:

- Economics

- Capital markets

- Columbia Management investment strategies

Relationship sales skills and responsibilities:

Strategic planning - Develop a strategic plan for each firm-s research department. When relevant, partner with National Accounts to coordinate the overall firm strategy with the research platform strategy. Coordinating strategy with National Sales and National Accounts will maximize the value of nondiscretionary platform placements.

Tactical planning - Each quarter, establish an objective with each analyst within each firm that facilitates progress toward platform placement, and create an action plan to accomplish the goal within 90-days.

Activity - The platform sales person should execute a high level of sales activity to deepen relationships with each research department, diversify analyst network, identify platform opportunities, and progress through the platform placement process.

J2W: EFC

J2W: LI

Required Qualifications

Qualified candidates must possess the following:

* Minimum of 5 years of related experience, preferably within an asset management organization.

* Demonstrated interest in the capital markets and understanding of the mutual fund research process.

* Track record of developing relationships with professional buyers to influence investment decisions.

* Experience analyzing mutual funds, and(or) recommended lists discretionary models, identifying opportunities and strategically positioning strategies to achieve platform placement.

* BS or BA

* CFA or significant progress toward CFA.

* FINRA registrations required within specified time frame.

Disclosure

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients. Ameriprise Financial Services, Inc. is an Equal Opportunity Employer.

- 2011 Ameriprise Financial, Inc. All rights reserved.

JCODE

JCODE: 23269

JCODE: 23913