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 year-end 2024. Our team of 22,000 people across 19 countries, serves 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.
Job Description
Provide support by performing analysis and reporting, to provide recommendations for the business. Identify process improvements and adjustments to existing reporting models. Provide expertise for small to medium projects, which may involve developing solutions for problems within the business. Resolve problems or issues through methods of trouble shooting and separate analysis. Using sound information and theory, provide management with recommended actions to resolve issues or create value for the business.Key Responsibilities
Using data from a variety of sources, analyze complex business issues, incorporating company and industry knowledge, mathematical and technological expertise, and sound analytical processes. Statistical analysis, modeling, & other quantitative techniques are used to answer business questions, identify issues and/or recommend courses of action in the course of analysis.
Use ‘big data’ to create actionable insights through intuitive visualizations (Power BI), transforming data analytics to drive innovative solutions, tell the story, and guide leaders in making data-driven decisions.
This position will design reporting solutions to meet business objectives by working with internal and external partners.
Manage multiple relationships across the organization, and at times with external parties and clients. Be the main point of contact to answer questions within business analyst area of expertise. Act as liaison among business leaders, staff, and utility functions to gather information and share best practices, and to ensure initiatives are executed appropriately.
Provide and review reports of quantitative and qualitative data produced both internally and externally to the company. Ensure accuracy and appropriate report design. Be responsible for resolution to reporting issues as they arise. Reports may be of a routine nature or may be requested or run on an ad-hoc basis as part of a larger project or special business concern.
Present results of analysis and/or recommendations to business managers, utility partners, and at times external parties. Communicate action plans and priorities to appropriate partners.
Required Qualifications
Associate's degree in MIS, business, Mathematics, Economics, computer programming or applicable experience.
Strong relationship and communication skills in working with colleagues and influencing customers on recommendations and analysis.
Ability to synthesize large quantities of information, create linkages, and express complex concepts in a concise and audience-relevant manner.
Experience in visualization tools (Power BI, Tableau, Looker) – Power BI preferred.
Ability to thrive in rapidly changing environment - proactive, flexible and able to handle and prioritize multiple projects simultaneously.
1+ years of analyst experience
Strong analytical, quantitative, and problem-solving skills and ability to use statistical analysis and modeling, with associated technology applications.
Develop solutions for complex problems for the business unit. Identify and recommend changes to policies, procedures, and business model.
Preferred Qualifications
Ability to create PowerPoint presentations and dashboards for senior leadership.
Experience with one or more Business Intelligence and Data Mining Tools desired (e, g, SQL, python etc.)
Strong focus on qualitative and quantitative data analysis including statistical techniques, general data analysis, and trend analysis among others.
Ability to quickly grasp and articulate the essence of complex issues/data; adept at operating with both high-level concepts and detailed analysis.
Excellent storytelling, facilitation, communication, and presentation skills.
Ability to influence senior and executive level leadership.
Demonstrated ability to effectively lead change management activities in customer and employee behavior.
Proven ability to effectively collaborate with others, initiate action, and adapt to change.
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
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 four (4) days per week, with flexibility to work from home one (1) day 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.
Base Pay Salary
The estimated base salary for this role is $66,700- $91,700/ 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.Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, 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
- Associate's degree in MIS, business, Mathematics, Economics, or computer programming.
- 1+ years of analyst experience
- Experience in visualization tools (Power BI preferred)
- Strong analytical, quantitative, and problem-solving skills
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






