Client Portfolio Analyst

Ensure individual product strengths are well-articulated in the marketplace. Provide timely insights on portfolio positioning and competitive advantage in support of the sales process. Share relevant market intelligence to the investment and product teams to ensure our product set remains competitively positioned. The scope of the Client Portfolio Analyst role is supporting investment strategies delivered in partnership with the Client Portfolio Managers to both the Institutional and Intermediary Distribution teams.

Partner with Client Portfolio Managers and Investment Teams in representing strategies to prospects and clients, bringing both product and investment expertise. Perform custom reports and analysis as required utilizing proprietary and third-party vendor information, which may include activities such as supporting client/prospect specific requirements, providing input into product team projects and initiatives, and contribute to Thought Leadership pieces.

Conduct research to understand the marketplace, competitors, and advisor/client needs to develop effective strategies to highlight and capitalize on competitive advantages. Set performance expectations for products and assess performance results versus expectations, benchmarks, and peers. Evaluate and recommend product changes where appropriate.

Work with the marketing group to develop marketing collateral including commentaries, presentations, RFP/database content, and other relevant materials required to describe, and position assigned strategies and teams.

Additional knowledge

A solid understanding of investment concepts and desire to develop and refine analytical skills using industry technology and tools. Ability to collaborate with, influence and lead across the organization to drive results. Strong problem-solving and written communication skills using data to identify trends, challenges and solutions. Familiarity with FactSet, Bloomberg, Zephyr and Morningstar a plus.

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 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.

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