Job Description

This role requires data management and Financial Products and Ameriprise Advisor performance metric reporting. Design and develop databases to streamline reporting. Structure reports, which includes data gathering and accurate execution of reports, and comprise ad-hoc analysis. Automate report preparation and check for data integrity and quality.
Prepare Daily/weekly/monthly/quarterly reports for Advice and Wealth Management LFO Business Facing Team.
Ability to communicate with leaders and U.S. business partners.

Key Responsibilities

• Report structuring, including data gathering and timely and accurate execution of reports including ad-hoc analysis.
• Prepare weekly/monthly/quarterly reports for AWM LFO Business Facing Team.
• Provide support on ad-hoc projects based on the business needs.
• Work closely with Business for Month end reporting.
• Must be able to maintain the documentation and ensure quality is maintained throughout.
• Manage personal reports/activities and maintain desk Instructions to support back-up planning.

Required Qualifications

• 2-4 years of relevant experience
• Strong knowledge of MS Excel, MS Access, VBA, Hyperion Essbase, SQL.
• Knowledge of Power BI
• Strong understanding of basic accounting principles.
• Strong logical, analytical and abstract thinking skills.
• Ability to manage multiple tasks and work independently.
• Strong communication, interpersonal, organizational and time-management skills.

Preferred Qualifications

• Knowledge of running queries using SAS
• Knowledge of using and updating JIRA

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.

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.

Full-Time/Part-Time

Full time

Timings

(2:00p-10:30p)

India Business Unit

AWMPO AWMP&S President's Office

Job Family Group

Finance