This role will be primarily focused on supporting the Product and Platform Solutions Management team managing monthly and quarterly business processes. This role will be responsible for compiling, analyzing and presenting key metrics to leaders and business partners. In addition to reporting responsibilities, the analyst will support the creation and on-going management of product marketing materials.
Key Responsibilities
- Develop and maintain standardized templates for monthly and quarterly reporting.
- Collect and compile data from multiple sources, ensuring consistency and accuracy.
- Prepare and distribute comprehensive reports on financial, operational and other business metrics.
- Work closely with cross-functional teams to ensure that data is correctly reflected in tools and reporting that are aligned with business objectives.
- Generate product marketing materials within defined turnaround time and perform quality checks to ensure high accuracy.
- Understanding the business processes thoroughly and the interdependencies of various sources/systems.
- Conduct data analysis to identify patterns, trends and actionable insights.
- Provide ad-hoc reports and insights as needed for decision-making.
- Maintain documentation of all processes\ reports being created.
Required Qualifications
- Bachelor’s degree in business related fields
- Strong academic background with good understanding of financial services industry.
- 3-7 years of related experience in the financial services industry.
- Candidate should have excellent knowledge and experience of MS Excel and/or MS Access
- Experience with financial content review and publishing.
- Strong verbal and written communication, interpersonal, organizational, and time-management skills.
- Highly organized, motivated, self-directed and possess a cohesive team attitude.
- Should be client-focused and possess strong prioritization skills.
- Ability to work independently as well as collaborate with cross-functional teams.
- Capable of quickly mastering new skills and concepts
- Demonstrates a strong drive for continuous learning and intellectual growth
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
(8:00p-4:30a)
India Business Unit
AWMPO AWMP&S President's Office
Job Family Group
Business Support & Operations
