Job Listing
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| Job ID: 14030498 |
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| Job Location: |
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Public Transportation is Available.
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| How to Apply: | To see employer contact information, log in or register. |
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| Job Title: | Investment Performance Analyst (R24_0000000616) |
| Work Type: | Work Days: Weekdays, Work Vary: No , Shift: First (Day), Hours Per Week: 40, Work Type: Regular |
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| Salary Offered: | Minimum $15.00 Hourly |
| Benefits: | Unspecified. |
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| Physical Required: | Unspecified |
| Drug Testing Required: | Unspecified |
| Education Required: | Associate's Degree |
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| Experience Required: | 24 Months |
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| Required Skills: | About Our Company
We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing 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 Services, 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.
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
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Business Support & Operations
Line of Business
FPPS Wealth Management SolutionsPDN-9bc34568-4dec-4133-83ef-25416f7eaaa3 |
| Preferred Skills: |
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| Job Description: |
The Analyst - Investment Performance Reporting role will lead and manage projects and initiatives related to Advice & Wealth Management (AWM) performance reporting, including research, driving business requirements, and analytical reporting support for initiatives related to the investment performance reporting capabilities. This role will aid in developing and maintaining the infrastructure required to support ongoing performance reporting capabilities.
Key Responsibilities
* In collaboration with other business units (e.g. products, technology, legal, compliance, marketing, field implementation, etc.) and vendors, participate in the execution of projects aimed at enhancing the quality of the performance data and improving the front-end reporting experience for advisors and clients.
* Troubleshoot and correct inaccurate data in a timely manner.
* 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.
* Participate in the development of new and execution of existing department policies and procedures.
* Create training materials, and assist with training all parties that use performance 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.
* Participate in the compilation of the monthly/quarterly performance data for the products on the Advisory Platform.
Required Qualifications
* Bachelor's degree in Mathematics, Finance, Statistics, Economics, Accounting or other quantitative discipline
* 3+ years of relevant experience in the financial services industry
* Reporting and analysis experience in a financial services organization (wealth management 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
* Understanding of inner-working of the transactional data that comprises metrics such as deposits, withdrawals, net contribution, investment income
* Strong communications skills, both oral and written, to interact with team and business partners
* Demonstrated experience in problem solving
* Organized, detail-oriented and extremely thorough
* Ability to work well under pressure or juggle multiple tasks in a deadline-driven environment
Preferred Qualifications
* Experience working with performance measurement and portfolio accounting systems (e.g., Pershing X (fka Albridge), First Rate, Tegra118 (aka APL), Informa, Broadridge, 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
Refer to ID when applying |
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