Evaluation of Investment Performance for various products offered by CTI and support the team in RFP/RFIs and other adhoc requests.
Key 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.
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
(11:30a-8:00p)
India Business Unit
AWMPO AWMP&S President's Office
Job Family Group
Mutual Fund Operations
What We Do
Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals.
We believe that with the right advisor, the right advice, and the right firm, life can be brilliant.
Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.
Learn how you can build your career at Ameriprise Financial.
*Ameriprise Financial Q2 2020 Statistical Supplement
All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested.
By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.
