Analyst, Investment Performance Reporting

Investment Performance Analyst

As an Analyst on the Investment Performance & Analytics team, you will serve a critical function in advancing initiatives within the broker dealer's Advice & Wealth Management (AWM) segment, specifically those related to investment performance reporting. Responsibilities include conducting research, defining and documenting business requirements, and providing analytical and reporting support. Additionally, you will contribute to the development and ongoing maintenance of the infrastructure necessary to sustain and enhance performance reporting capabilities across the AWM segment of Ameriprise Financial.

Key Responsibilities

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

Preferred Qualifications

About Our Company

We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding 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, 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.

The estimated base salary for this role is $74,800 - $101,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and / or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances

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

Exempt

Business Support & Operations

FPPS Wealth Management Solutions