Sr. Equity Analyst Technology Sr. Equity Analyst Technology …

Ameriprise Financial, Inc.
in Minneapolis, MN, United States
Permanent, Full time
Be the first to apply
Ameriprise Financial, Inc.
in Minneapolis, MN, United States
Permanent, Full time
Be the first to apply
Sr. Equity Analyst Technology
Job Description

The Ameriprise Investment Research Group seeks a Senior Equity Research Analyst to provide coverage of the Technology and Communication Services sectors. An Ameriprise equity analyst provides original research and value-added insights to the company's network of more than 9,000 Financial Advisors. Analysts regularly provide equity recommendations from a Recommended List of 18-20 domestic stocks, supporting these recommendations with daily actionable ideas, quarterly Company Notes, and proprietary Sector Insight reports. The Tech/Comm Svcs analyst will also produce equity recommendations for in-house Model Portfolios while assisting in managing these portfolios, which are widely used by Ameriprise's Financial Advisors. The Director of Equity Research benchmarks the Tech/Comm Svcs Analyst's performance against a blended benchmark of well-established indices.


* Make proprietary investment recommendations and manage a sector Recommended List of 18-20 equities for Advisor and client use.
* Author insightful and timely company-specific and thematic daily commentaries and reports that showcase sector expertise and insight, providing opinions and action-oriented ideas for Advisors and clients.
* Respond to Advisor and client questions and requests regarding industry and company trends and events.
* Work and collaborate with other Ameriprise research analysts, provide peer review of team research notes and reports as requested.
* Participate as a team member responsible for managing domestic equity models, acting as the senior Technology and Communications Services subject matter expert.
* May include presentations at company-sponsored client events with detailed knowledge of the Tech/Comm Services industries and particular companies.
* Maintain detailed records for analyzing company and industry data, including charts, graphs, trend analysis, etc. Preserve due diligence files as appropriate and required.
* Perform special projects as required.

Required Qualifications

* 5+ years experience covering Technology sector equities.
* Bachelors degree in Finance, Economics, Accounting or Investment-related field.
* Advanced financial training, including at least five years of practical experience valuing companies using various methods (e.g., discounted cash flow, etc.).
* Excellent written and verbal communication skills, including the proper use of grammar, composition, and sentence structure.
* Ability to effectively and efficiently convey investment recommendations to all levels of Advisors and clients through written reports and commentary.
* Aptitude for identifying and analyzing valuable trends impacting the Technology sector; maintain an extensive knowledge base and understanding of the sector.
* Willing to establish strong, positive business relationships working collaboratively and cross-organizationally.
* Demonstrated ability to be flexible, open to others opinions and adaptive to change.
* Capable of managing and prioritizing multiple initiatives.
* Attention to detail with demonstrated respect for accuracy and commitment to a high level of personal accountability.

* FINRA Series 7, Series 16 and Series 86/87 registrations or the ability to obtain within 120 days
* State securities agent registration (S63 or S66) or ability to obtain within 120 days
* If more than one license or registration is required, will have the ability for additional time per policy.

Preferred Qualifications

* Three-years plus of experience working in Communications Services sector.
* Masters/advanced degree.
* Demonstrated ability to think creatively and thoughtfully challenge convention.
* Experience successfully developing proprietary investment projects and products.
CFA Charter holder, CFA candidate or other professional financial designation(s) - or desire to pursue the same.
* Buy-side or Sell-side equity research investment experience.
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