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 financia…
Operations Team Member-WBG OPERATIONS (OPS)-Commercial Operations
Noida, Uttar Pradesh, India · On-site
Entry level
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Full-time
bachelor degree, postgraduate degree
Posted 2d ago
Apply by Sep 10
~40 hrs/week
Responsibilities
The role involves managing the shareholder reporting process and ensuring marketing content adheres to compliance regulations and internal templates. The associate will also provide operational production reporting and identify opportunities to improve consistency and reduce risk across marketing collateral.
Requirements
Candidates must hold a bachelor's degree in Finance, Economics, or Engineering, with an MBA or CFA pursuit preferred. Applicants should have 3-5 years of relevant finance experience, preferably in asset management, along with strong project management and editorial skills.
Full 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
We are looking for a talented marketing specialist to support day-to-day governance and regulatory activities of the North America Marketing team for Columbia Threadneedle Investments, part of Ameriprise Financial. This includes collaborating across the business for the update and qualitative review/edit of certain investor communications in cycles throughout the year, assisting in the regulatory review of a growing set of production materials across marketing production and North America more broadly to ensure compliance with SEC regulations, best practices, and business requirements. This role also involves providing operational production reporting support for quarterly and monthly production cycles, attending relevant meetings, and developing recommendations for improvement and marketing governance best practices.
Job Responsibilities
Manages the shareholder reporting process for Marketing, which entails requesting manager discussions from Product, copyediting content, reviewing and resolving business partner comments, managing approval steps for reports and submitting finalized reports for compliance approval.
Reviews and approves marketing content as a final approver, ensuring adherence to compliance approved templates.
Understands, interprets and incorporates feedback from stakeholders for revisions of materials.
Provides regular reporting and/or analysis in support of presentation and commentary production as needed.
Maintain database of teams' collateral for centralized content management and tracking
Conduct reviews of various marketing collateral submissions within the firms compliance system for Final Approval as needed in support of standard and ad hoc production, ensuring adherence to compliance approved templates
Attends and participates in relevant marketing governance and compliance check-ins
Identify opportunities for the firm to reduce risk, improve consistency, speed to market, and scale production through the application of best practices across the marketing organization
Coordinates with compliance and marketing to proactively communicate relevant regulatory changes that impact content or procedures
Job Qualifications :
Bachelor’s degree in Finance/ Economics/ Engineering or any related fields and/or MBA (Finance)/ Master’s in Economics and/or pursuing CFA.
3 – 5 years of relevant experience in finance (Asset management experience preferred)
Strong knowledge MS Excel, PowerPoint, and Word.
Excellent Attention to detail and history of conducting editorial review of content.
Strong organizational and project management skills to track and manage multiple marketing pieces with various process steps and deadlines.
Highly motivated self-starter with excellent verbal and written communication skills.
Experience within Asset Management compliance and regulations as a reviewer and/or submitter preferred
Experience working with and managing content within SharePoint.
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
(2:00p-10:30p)
India Business Unit
AWMPO AWMP&S President's Office
Job Family Group
Marketing/Product Management
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.
At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the expertise to serve the full range of individual and institutional investors' financial needs.
Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.
Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social
*Ameriprise Financial Q1 2024 Earnings Release.
Offices: 707 2nd Ave S, Minneapolis, MN 55402, US
Financial Planning and Investment ServicesWealth ManagementConstructionResidentialFinanceInsuranceCommercialProperty ManagementFinancial ServicesReal Estate
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