Investment Associate Jobs in Minnesota
Investment Associate jobs in Minnesota are in steady demand, concentrated in asset management, private equity, wealth management, and institutional finance across a market anchored by the Twin Cities metro. Minneapolis and Saint Paul together form the state's dominant hiring hub, with Bloomington and Rochester contributing a smaller but consistent share of openings. Well-established employers such as U.S. Bancorp, Ameriprise Financial, and Allianz Life Insurance Company of North America maintain a lasting presence here and recruit investment associates across portfolio analysis, client advisory, and alternative investments. Find a role that fits below and apply directly.
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See related jobsAbout Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves 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.
Job Description
The Senior Research Associate role is an exciting opportunity for someone who combines a strong interest in investments with expertise in data, analytics and technology.As part of the Investment Research Group, you will support quantitative research and analysis across IRG’s investment research coverage, leveraging data and analytics to generate insights across asset classes and investment products. You will work with investment and market data to evaluate products, monitor key characteristics and trends, develop quantitative models and analytics, and support the team's broader investment research and due diligence processes.
A significant component of the role will focus on building and enhancing the team's data infrastructure, analytical tools, dashboards and automated processes. This includes developing scalable datasets and reporting solutions, maintaining data quality and validation controls, improving existing analytical processes, and identifying new ways to use data, automation and technology to strengthen investment research and improve efficiency.
Key Responsibilities
- Support quantitative research, analysis and due diligence across IRG’s investment research coverage, including individual equities, fixed income and managed investment products, through data analysis, monitoring and reporting.
- Develop and maintain analytical tools, dashboards and reports used to evaluate investment products, monitor key characteristics and support the Investment Research Group's research and due diligence processes.
- Support the development and enhancement of investment research datasets and data processes, including data validation, quality controls, documentation and integration of data from multiple sources.
- Conduct quantitative analysis of investment products and strategies, including performance, risk, peer group and other investment characteristics, and clearly communicate findings to research partners.
- Identify opportunities to improve and automate existing analytical and reporting processes to increase efficiency, scalability and reliability.
- Partner with members of Investment Research and other internal teams to understand analytical needs, troubleshoot data issues and develop practical solutions.
- Maintain current knowledge of investment products, financial markets, industry practices, and emerging analytical and technology capabilities relevant to investment research.
Required Qualifications
- Bachelor's degree or equivalent experience, preferably in Finance, Economics, Computer Science, Data Analytics, Statistics or a related field.
- 0-3 years of relevant experience in financial services, investment research, data analytics or a related field.
- Strong analytical and problem-solving skills with an interest in financial markets, investment products and quantitative investment analysis.
- Experience working with large datasets and performing data analysis, validation and reporting.
- Experience using analytical or data visualization tools.
- Ability to communicate analytical findings clearly through written commentary, reports and visualizations.
- Ability to manage multiple assignments, work collaboratively and adapt to evolving business and analytical needs.
- Active Series 7 or ability to obtain within 120 days.
Preferred Qualifications
- Understanding of financial markets, investment products and asset classes across equity, fixed income and managed investments.
- Experience with analytical and visualization platforms such as Power BI, Amazon SageMaker, or Dataiku.
- Familiarity with investment performance and risk concepts, including returns, benchmarks, peer groups and risk statistics.
- Experience working with investment, market or reference data from multiple sources.
- Interest in pursuing the Chartered Financial Analyst (CFA) designation or developing deeper expertise in investment analysis.
- Demonstrated curiosity about data, automation and emerging technologies and their application to investment research.
Base Pay Salary
The estimated base salary for this role is $81,700 - $112,300 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
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 year-end 2024. Our team of 22,000 people across 19 countries, serves 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.
Job Description
The Senior Research Associate role is an exciting opportunity for someone who combines a strong interest in investments with expertise in data, analytics and technology.As part of the Investment Research Group, you will support quantitative research and analysis across IRG’s investment research coverage, leveraging data and analytics to generate insights across asset classes and investment products. You will work with investment and market data to evaluate products, monitor key characteristics and trends, develop quantitative models and analytics, and support the team's broader investment research and due diligence processes.
A significant component of the role will focus on building and enhancing the team's data infrastructure, analytical tools, dashboards and automated processes. This includes developing scalable datasets and reporting solutions, maintaining data quality and validation controls, improving existing analytical processes, and identifying new ways to use data, automation and technology to strengthen investment research and improve efficiency.
Key Responsibilities
- Support quantitative research, analysis and due diligence across IRG’s investment research coverage, including individual equities, fixed income and managed investment products, through data analysis, monitoring and reporting.
- Develop and maintain analytical tools, dashboards and reports used to evaluate investment products, monitor key characteristics and support the Investment Research Group's research and due diligence processes.
- Support the development and enhancement of investment research datasets and data processes, including data validation, quality controls, documentation and integration of data from multiple sources.
- Conduct quantitative analysis of investment products and strategies, including performance, risk, peer group and other investment characteristics, and clearly communicate findings to research partners.
- Identify opportunities to improve and automate existing analytical and reporting processes to increase efficiency, scalability and reliability.
- Partner with members of Investment Research and other internal teams to understand analytical needs, troubleshoot data issues and develop practical solutions.
- Maintain current knowledge of investment products, financial markets, industry practices, and emerging analytical and technology capabilities relevant to investment research.
Required Qualifications
- Bachelor's degree or equivalent experience, preferably in Finance, Economics, Computer Science, Data Analytics, Statistics or a related field.
- 0-3 years of relevant experience in financial services, investment research, data analytics or a related field.
- Strong analytical and problem-solving skills with an interest in financial markets, investment products and quantitative investment analysis.
- Experience working with large datasets and performing data analysis, validation and reporting.
- Experience using analytical or data visualization tools.
- Ability to communicate analytical findings clearly through written commentary, reports and visualizations.
- Ability to manage multiple assignments, work collaboratively and adapt to evolving business and analytical needs.
- Active Series 7 or ability to obtain within 120 days.
Preferred Qualifications
- Understanding of financial markets, investment products and asset classes across equity, fixed income and managed investments.
- Experience with analytical and visualization platforms such as Power BI, Amazon SageMaker, or Dataiku.
- Familiarity with investment performance and risk concepts, including returns, benchmarks, peer groups and risk statistics.
- Experience working with investment, market or reference data from multiple sources.
- Interest in pursuing the Chartered Financial Analyst (CFA) designation or developing deeper expertise in investment analysis.
- Demonstrated curiosity about data, automation and emerging technologies and their application to investment research.
Base Pay Salary
The estimated base salary for this role is $81,700 - $112,300 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
See All 5 Investment Associate Jobs in Minnesota
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Find Investment Associate JobsInvestment Associate Jobs by City in Minnesota
Where Minnesota roles are concentrated, by current openings.
Investment Associate Job Market in Minnesota
A snapshot from current Minnesota openings, updated as new roles post.
Who's Hiring
What Minnesota Employers Look For
The qualifications that appear most often in investment associate jobs across Minnesota.
- Bachelor's degree in finance, economics, or a related field required
- Series 7 and Series 63 or 66 licenses required or must be obtained upon hire
- One to three years of experience in investment analysis, banking, or financial services
- Proficiency in financial modeling, valuation methods, and Excel-based analysis
- Strong understanding of equity, fixed income, and alternative investment products
- CFA candidacy or progress toward the CFA designation strongly preferred
Investment Associate Jobs in Minnesota: Frequently Asked Questions
How do you become an investment associate in Minnesota?
Most investment associate roles in Minnesota require a bachelor's degree in finance, economics, business, or accounting, followed by obtaining FINRA securities licenses, typically the Series 7 and either the Series 63 or Series 66, through a sponsoring employer. These exams are administered nationally but registered through FINRA, and Minnesota employers commonly sponsor new hires for them. Pursuing CFA candidacy through the CFA Institute strengthens a candidate's profile significantly in the competitive Twin Cities market.
Which companies hire investment associates in Minnesota?
Companies currently hiring investment associates in Minnesota include Piper Sandler, Northwestern Mutual, and Ameriprise Financial, per current listings on Migrate Mate as of November 2026. Minnesota's deep concentration of financial services headquarters, insurance companies, and regional asset managers means consistent openings across a range of firm sizes and investment strategies.
Which Minnesota cities have the most investment associate jobs?
Minneapolis, Baxter, and Rochester account for the largest share of investment associate openings in Minnesota. Minneapolis anchors the market as home to major financial services headquarters including Ameriprise Financial and U.S. Bancorp, while Saint Paul and Bloomington draw openings from insurance firms and regional investment offices that cluster in the southern Twin Cities corridor.
Are there remote investment associate jobs in Minnesota?
Yes, though they are less common than for purely analytical or technology roles, since investment associate work frequently involves client interaction and team-based portfolio reviews. About 50% of investment associate openings tied to Minnesota are remote or hybrid as of November 2026, with hybrid schedules more prevalent than fully remote arrangements. Research, modeling, and reporting duties are the tasks most often performed off-site.
How can I get hired as an investment associate in Minnesota with little or no experience?
The most realistic entry path is through a rotational analyst or associate program at one of the Twin Cities' large financial services firms, such as those offered by Ameriprise Financial or U.S. Bancorp, which recruit recent graduates into structured programs covering portfolio operations, client services, and research. Entry-level roles like financial analyst, operations associate, or client service associate at these firms provide a direct bridge into investment associate positions. Completing the Series 7 exam before applying, or demonstrating active CFA candidacy, gives candidates a clear competitive edge over applicants without credentials.
Where can I find and apply to investment associate jobs in Minnesota?
You can find and apply to investment associate jobs in Minnesota on Migrate Mate, which lists current openings across the state. Search the listings to find roles that match your experience and target location, then apply directly to the ones that fit.
See All 5 Investment Associate Jobs in Minnesota
Find roles in Minnesota that match your experience and apply in just a few clicks.
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