Job Description
We are seeking a data-driven professional to lead Pledge Operations reporting and operations procedures, build scalable data strategy, and drive process automation end-to-end. This role owns the reporting roadmap for pledge, ensuring data quality, compliance, and timely operational insights for stakeholders across Business Operations.
You will collaborate with cross-functional teams to work in pledge-related operations.
Key ResponsibilitiesReporting & AnalyticsDesign and maintain enterprise-grade reports and dashboards for pledge lifecycle.
Work on reporting procedures and maintain SLAs and cadences (daily/weekly/monthly)
Deliver deep-dive analyses on reconciliation, and root-cause for pledge discrepancies.
Data StrategyWork with stakeholders to help define the data strategy for pledge operationsdata sources, integrations, lineage, schema design.
Maintain data dictionaries and documentation for pledge metrics and logic.
AutomationIdentify and work on automation opportunities across intake, validation, reconciliation, settlement/fulfillment, and reporting.
Operations ProceduresOwn and continuously improve SOPs for pledge processing.
Run operational reviews and controls testingreconciliations, dual validation, makerchecker processes.
Work on manual processes and procedures to maintain Pledge operations.
Stakeholder ManagementTranslate complex data concepts into clear, actionable insights for leadership.
Work with Product/Engineering on changes affecting pledge schema, events, or integrations.
Partner with Risk/Compliance to ensure procedures align with regulatory requirements and audit standards.
Required Qualifications
58 years in Operations Analytics, Reporting, Data Engineering/BI, or Process Automationpreferably in Financial and Banking Organizations
Strong SQL experience.
Hands-on with Power BI.
Highly Skilled in analyzing data.
Excellent communicationable to convert technical findings into business narratives and executive-ready reporting.
Proven track record driving process improvements and automation outcomes with measurable impact.
Key CompetenciesOperational Rigor: High ownership, strong attention to detail, disciplined execution.
Problem Solving: Analytical thinking with bias for action; adept at root-cause analysis.
Data Stewardship: Advocates for accuracy, lineage, and governance.
Automation Mindset: Persistent in eliminating manual steps and standardizing processes.
Stakeholder Influence: Builds trust, secures buy-in, and drives cross-functional outcomes.
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm's focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Timings
(2:00p-10:30p)
India Business Unit
AWMPO AWMP&S President's Office
Job Family Group
Business Support & Operations
