Associate - Mktg Communications (Presentations)

Reposted Yesterday
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Gurugram, Haryana, IND
In-Office
Junior
Fintech • Payments • Financial Services
The Role
Join the EMEA Presentations Team to support product presentations for Wholesale and Institutional channels, ensuring timely and accurate delivery with strong collaboration and stakeholder engagement.
Summary Generated by Built In

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. 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.

Job Description

We are seeking for a talented individual to join our EMEA Presentations Team at Columbia Threadneedle Investments, part of Ameriprise Financial. As a member of the presentations team, you will support both Wholesale and Institutional channels with their product presentations, utilizing our Sales Enablement Platform Seismic. You will work closely with internal and external stakeholders to ensure that data, processes, and ultimately presentations are delivered in a timely and accurate manner.

Key Responsibilities

  • Pre-production - reviewing decks, collecting change requests and engaging stakeholders on expectations 

  • Production - Collecting data, producing presentation in Powerpoint, sharing with stakeholders and updating on changes - accurately and in a timely manner 

  • Post-Production - Uploading decks to our compliance system as well as our Document management tool, Seismic 

  • Work with a variety of stakeholders including investment and sales teams to update presentations.

  • Source data from approved sources, check data and input into presentations.

  • Have a solid understanding of the regulatory and compliance framework for asset management and ensure deck adherence

  • Communicate effectively with the team on work and progress to allow for more agile management by the Presentations Lead in workflow meetings

Required Qualification

  • Bachelor’s degree in Finance/Economics/Engineering or any related fields, and/or data management experience.

  • 1 – 3 years of relevant experience in finance (Asset management experience preferred).

  • Excellent knowledge of MS Excel, PowerPoint, and Word; experience with Seismic and/or SharePoint preferred.

  • Experience of asset management data sets – Performance, Characteristics, holdings, etc.

  • An understanding of Asset managers and Asset Management products.

  • Ability to work effectively on multiple projects under tight deadlines and managing multiple stakeholders simultaneously.

  • Experience of working with Seismic would be an advantage but not essential 

  • Strong leadership and excellent written and verbal communication skills.

  • IMC/IAQ preferred.

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least three (3) days per week, with flexibility to work from home two (2) days per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Full-Time/Part-Time

Full time

Timings

(2:00p-10:30p)

India Business Unit

AWMPO AWMP&S President's Office

Job Family Group

Marketing/Product Management

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, military status, veteran status, marital status, pregnancy, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Skills Required

  • Bachelor's degree in Finance/Economics/Engineering or any related fields, and/or data management experience.
  • 1 - 3 years of relevant experience in finance.
  • Excellent knowledge of MS Excel, PowerPoint, and Word.
  • Experience with Seismic and/or SharePoint preferred.
  • Experience of asset management data sets.
  • Strong leadership and excellent written and verbal communication skills.
  • IMC/IAQ preferred.
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The Company
40 Employees

What We Do

RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets. AREAS OF FOCUS • Family Finances • Retirement Planning Strategies • Wealth Preservation Strategies • Investment Management • Retirement Plan Distribution • Social Security Retirement Benefits • Small Business • Business Retirement Plans • Tax Planning Strategies CONNECT WITH US Phone: 979-417-0563 | 512-873-2527 OFFICE LOCATIONS 8300 N MOPAC EXPY, Suite 100, Austin, TX 78759 107 THIS WAY, Suite A, Lake Jackson, TX 77566 1 IKEA-RBFCU PKWY, Live Oak, TX 78233-2792 Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

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