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Full-time
Posted 27d ago
Apply by Aug 26
~40 hrs/week
Responsibilities
The associate will measure and analyze investment performance data while ensuring data integrity and performing variance analysis. They are also responsible for producing performance commentary for senior leadership and supporting RFP/RFI requests.
Requirements
Candidates must have 1 to 3 years of experience in the investment domain with proficiency in MS Excel and performance tools like Aladdin or Factset. Strong capital market knowledge and an analytical approach to problem-solving are essential for this role.
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
Evaluation of Investment Performance for various products offered by CTI and support the team in RFP/RFIs and other adhoc requests.
Responsibilities
Measure and analyze Investment Performance while working with multiple systems.
Gather Performance data, scrub the data, and perform data integrity checks and validation.
Apply basic analytical skills to understand key drivers of Investment performance.
Write up commentary for senior leaders. Produce and communicate results to internal clients.
Execute reports in a timely and accurate manner under stringent deadlines.
Perform variance analysis between systems, Return Calculation, and Performance Attribution Analysis. Manage personal, day to day activities.
Need high attention to detail and perform self-quality checks.
Support additional performance initiatives as needed.
Required Qualifications
1 to 3 years of experience working in the same domain/industry and good experience on reporting using MS Excel and other Performance tools like Aladdin, Factset, Morningstar.
Strong Capital Market Knowledge (esp. Securities, Mutual Funds, Forex, etc.).
Have a strong knack for Automation and an analytical approach towards Problem Solving.
Strong written and verbal communications skills with attention to detail.
Knowledge of Aladdin, Morningstar, Factset, and Lipper would be useful.
Preferred Qualifications
Successful candidate will have the following attributes: Critical thinker (problem solving), organizational skills, and the ability to work independently.
Hold strong communication skills (verbal/written) and familiarity with investment and Performance Measurement concepts like GIPS.
Hands on experience on Advanced Excel, VBA, and SQL.
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
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.
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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