Lead Research Analyst

Ameriprise Financial, Inc.
Gurgaon, India
01 Jan 2022
28 Jan 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Job Description

The Performance Reporting Analyst will play a key role in the execution of initiatives related to Advice & Wealth Management (AWM) performance reporting, including research, driving business requirements, and reporting support related to the investment performance reporting capabilities for the AWM segment of Ameriprise Financial. This role will also aid in developing and maintaining the infrastructure required to support ongoing performance reporting capabilities.


• In collaboration with other business units (e.g. products, technology, legal, compliance, communication, 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.

Required Qualifications

• Bachelor's Degree or equivalent experience.
• 5+ years of relevant experience preferably in the financial services industry.
• 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 execute on small to medium scale projects with limited supervision.
• Ability to establish and maintain strong relationships with vendors and across the organization.

Preferred Qualifications

• Bachelor's degree in Mathematics, Finance, Statistics, Economics, Accounting or other quantitative discipline
• Experience working with performance measurement and portfolio accounting systems (e.g. Albridge, First Rate, Fiserv APL, Informa, Envestnet).
• CIPM and/or CFA designation, or progress towards.
• Understanding of GIPS and ability to apply the standards to performance calculations and representations.

About Our Company

With the right company, life can be brilliant. 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 to create a brilliant 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.

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