Performance Analytics Analyst Performance Analytics Analyst …

Ameriprise Financial, Inc.
in Minneapolis, MN, United States
Permanent, Full time
Be the first to apply
Competitive
Ameriprise Financial, Inc.
in Minneapolis, MN, United States
Permanent, Full time
Be the first to apply
Competitive
Performance Analytics Analyst
Job Description

The position supports initiatives specific to investment performance measurement and analysis. It involves collecting, calculating, measuring and analyzing investment performance and communicating results to internal business clients including: Marketing; Client Reporting; Portfolio Managers; Senior Business Leaders; Compliance; Product Development; and other professionals.

Responsibilities

Ongoing team responsibilities include:
• Calculation and analysis of relevant equity and fixed income fund analytic data, including custom data requests
• Production of recurring deliverables to internal business partners incl. loading reports into internal systems
• Ensure complete and thorough documentation of relevant processes are in place and well maintained
• Active support in implementation of changes impacting performance, including development of solutions.
• Partner with internal organizations to ensure data quality and to identify and resolve issues related to reporting
• Work on ad-hoc projects as needed
Ongoing team responsibilities include:
• Calculation and analysis of relevant equity and fixed income fund analytic data, including custom data requests
• Production of recurring deliverables to internal business partners incl. loading reports into internal systems
• Ensure complete and thorough documentation of relevant processes are in place and well maintained
• Active support in implementation of changes impacting performance, including development of solutions.
• Partner with internal organizations to ensure data quality and to identify and resolve issues related to reporting
• Work on ad-hoc projects as needed

Required Qualifications

• Knowledge of investments, fund accounting, reporting and investment performance measurement
• 3+ years work experience in the financial services or investment management industry
• A strong team player who is able to successfully meet demanding deadlines
• Critical thinker with strong problem solving skills
• Strong verbal and written communications skills
• Strong organizational skills
• Ability to work independently
• BS/BA degree in Business, Finance, Accounting, or equivalent
• Interest in financial markets

Preferred Qualifications

• Work experience specific to performance measurement and analytics
• Experience with investment analytic systems, like FactSet or Blackrock
• CIPM, CFA or willingness to pursue
• Proficiency with Microsoft Excel and Access

About Our Company

With the right company, life can Be Brilliant®. At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial and we can Be Brilliant® together.

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.
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