Full-Time
Columbia Threadneedle Associate Fixed Income Research Analyst
Cmbs
Confirmed live in the last 24 hours
Ameriprise Financial
10,001+ employees
Provides financial planning and advisory services
Entry
Minneapolis, MN, USA
- Genuine interest in commercial real estate and structured finance.
- Strong analytical abilities and knowledge of financial statements.
- Understanding of the fixed income markets.
- Communication and relationship building skills to appropriately influence and share ideas with others.
- BA/BS degree
- Chartered Financial Analyst (CFA) completed or in progress.
- In-depth quantitative and qualitative evaluation of investment opportunities in the commercial real estate (CRE) debt market. A base line knowledge of valuation and cash flow modeling of investment real estate, across a variety of property types, is critical for success in the role.
- Communicate investment recommendations that summarize the evaluation and research of an investment opportunity. When appropriate, write recommendation documents to present to management.
- Responsible for the monthly surveillance of existing investments in the CMBS market. Update models and communicate any material change in outlook with clear and concise reasoning.
- Monitor the commercial real estate market by engaging with research analysts across the industry as well as summarizing public REIT earnings calls. Interact with Wall Street firms to source opportunities and gather information critical to the investment analysis.
- Interact with issuers and dealers, attending meetings and conferences as needed.
- Contribute to team discussions focused on investment opportunities and performance.
Ameriprise Financial offers financial planning services and advice through a network of financial advisors. Their services include helping clients assess their retirement readiness and providing strategies to manage investment risks. Clients can engage in conversations about their financial goals, such as whether to pay off a mortgage early, with the guidance of an advisor. What sets Ameriprise apart from competitors is their focus on personalized financial conversations and the emphasis on rational decision-making in investing. The company's goal is to empower clients to achieve their financial dreams and live the life they have earned.
Company Stage
N/A
Total Funding
$287.3M
Headquarters
Minneapolis, Minnesota
Founded
N/A
Simplify's Take
What believers are saying
- Joining Ameriprise offers the opportunity to work with a leading financial planning firm with a strong reputation and extensive client base.
- The company's focus on personalized financial advice allows advisors to build meaningful relationships with clients, enhancing job satisfaction.
- Ameriprise's philanthropic efforts and community involvement can provide employees with a sense of purpose and pride in their work.
What critics are saying
- Legal disputes, such as the ongoing lawsuit with LPL Financial, could impact Ameriprise's reputation and create a challenging work environment.
- The competitive nature of the financial advisory industry may pressure Ameriprise to continuously innovate and differentiate its services.
What makes Ameriprise Financial unique
- Ameriprise Financial emphasizes personalized financial planning and advisor-client relationships, setting it apart from competitors who may focus more on automated or impersonal services.
- The firm's Confident Retirement® approach and focus on retirement readiness provide a unique value proposition in the financial advisory market.
- Ameriprise's commitment to philanthropy, as evidenced by nearly $2 million in grant funding, enhances its reputation as a socially responsible company.
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