Investor Report Assoc
Required to do production of financial report packages.
Responsible for ROA creation and quality control for Investment Reviews. Responsibilities
Associate would be responsible for delivering their clients, custodian and/or their consultants a comprehensive financial activity statement package that includes portfolio & benchmark performance, holdings, portfolio valuation & transactions, portfolio earnings & ROA.
Additional reports includes Investment Review Reports for TESE accounts, FAS157 reports, 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.
Project meetings with team in US to gain understanding of projects assigned/awarded and kind of output expected along with discussion of issues if any, solution and project progress.
Attend team meetings, leader regular meetings, trainings and contribution to innovation / process improvements in the function Required Qualifications
Master degree with 1-3 years of relevant experience
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 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 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.