Job Description
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. 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.
Job Description
The position supports initiatives specific to investment performance measurement and analysis. It involves collecting, measuring, analysing and communicating investment performance information to ensure accuracy and the delivery of time-sensitive performance information for clients, marketing materials, investment professionals, and all levels of management.
Key Responsibilities
The position supports initiatives specific to investment performance measurement and analysis. It involves collecting, measuring, analysing and communicating investment performance information to ensure accuracy and the delivery of time-sensitive performance information for clients, marketing materials, investment professionals, and all levels of management.
Ongoing Team Responsibilities Include
Collect and update performance information such as portfolio and benchmark data, Reconcile and analyse returns generated by performance system using analytical tools to identify and resolve issues.
Produce, ensure data integrity, and distribute standard and ad-hoc performance reports on a daily / weekly / monthly basis that supports investment management, sales, and client reporting.
Actively maintain and monitor Performance team SLA's to provide timely reporting and align to stakeholders needs
Effectively interpret, analyse, and communicate performance related questions from clients, marketing, investment professionals and management.
Participate in project-oriented initiatives to meet the objectives of the performance analytics department either in a team or self-directed environment, such as automating report solutions or participating in departmental projects.
Qualifications
Degree Educated in Business, Finance, Accounting, or equivalent
Minimum 1-3 years work experience in investment management or financial services
Strong numerical and communication skills, both oral and written.
Critical thinker with strong problem-solving skills
Strong organizational skills
Ability to work independently
Proficiency with Microsoft Office Tools, such as Microsoft Excel
A strong team player who is able to successfully meet deadlines
Preferred
Familiarity with investment and performance measurement concepts
Work experience specific to performance measurement and analytics
Proficient with data and report automation
Experience with performance systems, such as FactSet, Aladdin, Fundstation, Lipper, and/or Morningstar.
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders clients, advisors, employees and shareholders. Our employees work in the office at least three (3) days per week, with flexibility to work from home two (2) days per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Full-Time/Part-Time
Full time
Timings
(4:45p-1:15a)
India Business Unit
AWMPO AWMP&S President's Office
Job Family Group
Mutual Fund Operations
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, military status, veteran status, marital status, pregnancy, 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.
