Teams at Ameriprise Financial Services, LLC

Support healthcare hedge fund portfolio managers by monitoring cash and holdings, entering equity trade orders, producing daily/monthly/quarterly reports, ensuring compliance with client guidelines, liaising with Compliance/Operations/Technology, troubleshooting operational/tech issues, aiding platform implementations, providing ad hoc analytics and transaction details, supporting due diligence, and creating/maintaining team processes.

Lead quantitative financial modeling and analysis for the Capital Markets Solution team. Ensure model accuracy, resolve modeling issues, assess risk/return trade-offs, present recommendations to stakeholders, and support control environment and reporting. Serve as subject-matter expert on financial instruments and insurance contracts.

Lead product marketing for the ETF lineup: create messaging and collateral, manage lifecycle content, run complex marketing programs, measure results, and coordinate cross-functional stakeholders (sales, product, investments, compliance) to drive awareness and growth for financial advisor distribution.