What are the responsibilities and job description for the Analyst, Investment Performance Reporting position at Ameriprise Financial?
Key Responsibilities
In collaboration with other business units (e.g. products, technology, legal, compliance, marketing, training, field implementation, etc.) and vendors, participate in the execution of projects aimed at enhancing the quality of the performance data along with improving the front-end experience
Maintain an intake process for all questions/escalations related to data, calculations, and functionalities in performance reporting tools
Maintain control-related testing across the various performance tools to ensure a single, cohesive approach to testing/audit protocols of reporting mechanisms and underlying data
In collaboration with other business units, participate in the Global Investment Performance Standards (GIPS) compliance verification for the composites of third-party products on the Advisory Platform
Help maintain business ownership of the performance reporting tools utilized for client performance reporting and calculation and presentation of composites' performance for the products on the Advisory Platform
This job may be located in Minneapolis, MN or Charlotte, NC.
Required Qualifications
3 years of experience in the financial services industry
Bachelor's Degree or equivalent experience
Preferred Qualifications
Reporting and analysis experience in a financial services organization (broker/dealer preferred)
Knowledge in investment concepts, practices, procedures, management operations and tools
Conceptual and practical understanding of the various performance metrics, such as different money-weighted and time-weighted return methodologies, risk analytics, benchmarking, and asset allocation
Strong communications skills, both oral and written, to interact with team, business partners, advisors, and senior management
Ability to effectively and efficiently multi-task between different projects and recurrent tasks
Ability to execute on small to medium scale projects with limited supervision
Ability to establish and maintain strong relationships with vendors and across the organization
Experience working with performance measurement and portfolio accounting systems (e.g., Pershing X, First Rate, InvestCloud (aka APL), Informa, Envestnet, Morningstar, & FactSet)
CIPM and/or CFA designation, or progress towards
Understanding of GIPS and ability to apply the standards to performance calculations and representations
Knowledge of practices and procedures of retail-oriented investment products and financial planning
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 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.
Base Pay Salary
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Salary : $74,800 - $101,000
