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Key Responsibilities
- Associate would be responsible for creation, validation and delivering a comprehensive financial activity statement package that includes ROA, portfolio & benchmark performance, holdings, portfolio valuation & transactions their clients, custodian and/or their consultants.
- Additional reports includes Investment Review, TESE, FAS157, ATC, ERISA disclosure reports, meeting books, client presentations etc.
- Required to consistently work towards anticipating, meeting and exceeding customers' requirements whilst ensuring effective teamwork at all times.
- Perform assigned processes and reporting in accordance with policies, procedures and controls, meeting and/or exceeding established service level agreement.
- Required to consistently work towards anticipating, meeting and exceeding client requirements whilst ensuring effective teamwork at all times.
- Accountable for proactive identification of risks/issues, developing well thought out solutions.
- Provide appropriate escalation when clients expectations are at risk or cannot be met.
- Obtain appropriate approvals and alignments from stakeholders and leaders for exception review.
- Active engagement in change initiative meetings with teams in US and EMEA to gain understanding of projects assigned/awarded and kind of output expected along with discussion of issues, solution and project progress.
- Provide subject matter expertise and effectively communicate across multiple audiences.
- Developed understanding of reporting applications, reports and authoritative data sources.
- Attend team meetings, leaders regular meetings, trainings and contribution to innovation / process improvements in the function.
Required Qualifications
- Basic MS Word / Excel, Outlook knowledge
- Good communication skills (written / oral), interpersonal skills & be an effective team player
- Sound analytical skills
- Basic understanding of Capital Markets (esp. Securities, Funds, and Forex Markets)
Preferred Qualifications
- PowerPoint and xcel working knowledge
- Experience on accounting & reporting tools - GIM E3, SSRS, Portstat, MoneyMate & VRS
- Ability to work independently as well as collaborate with cross functional teams
- Ability to manage multiple tasks
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 firms 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. Youll also have plenty of opportunities to make your mark at the office and a difference in your community. So if youre 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.About Our Company
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-TimeTimingsIndia Business UnitJob Family Group
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