Analyst, Investment Performance Reporting

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

This job may be located in Minneapolis, MN or Charlotte, NC.

Required Qualifications
3+ years of experience in the financial services industry

Bachelor's Degree or equivalent experience

Preferred Qualifications
Reporting and analysis experience in a financial services organization (broker/dealer preferred)

Knowledge in investment concepts, practices, procedures, management operations and tools

Conceptual and practical understanding of the various performance metrics, such as different money-weighted and time-weighted return methodologies, risk analytics, benchmarking, and asset allocation

Strong communications skills, both oral and written, to interact with team, business partners, advisors, and senior management

Ability to effectively and efficiently multi-task between different projects and recurrent tasks

Ability to execute on small to medium scale projects with limited supervision

Ability to establish and maintain strong relationships with vendors and across the organization

Experience working with performance measurement and portfolio accounting systems (e.g., Pershing X, First Rate, InvestCloud (aka APL), Informa, Envestnet, Morningstar, & FactSet)

CIPM and/or CFA designation, or progress towards

Understanding of GIPS and ability to apply the standards to performance calculations and representations

Knowledge of practices and procedures of retail-oriented investment products and financial planning

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.

Base Pay Salary

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/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Business Support & Operations

Line of Business

FPPS Wealth Management Solutions