Business Systems Analyst II

Posted Yesterday
Be an Early Applicant
Minneapolis, MN, USA
In-Office
67K-100K Annually
Junior
Fintech • Payments • Financial Services
The Role
Deliver business-as-usual and ad hoc reporting for wealth management and supervision teams. Gather requirements, connect data across systems, develop Power BI and CRM-based solutions, automate processes, identify efficiency improvements, and provide insights to business partners. The role requires strong analytical and communication skills, collaboration with users, and willingness to learn AI and other development tools.
Summary Generated by Built In

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

This role will be a critical asset for the WMS Analytics team, a global team of analysts and developers supporting WMS and Supervision operations. The role will focus on delivering data, reporting, and automations for the WMS and Supervision business units. Primary tools will be PowerBI, Salesforce/CRM, Excel, new AI capabilities and various development tools. The role will work closely with partners to develop end-to-end solutions for reporting and processes, and provide BAU and ad hoc reporting critical to the business goals.

Key Responsibilities

  • Deliver BAU reporting to multiple business lines, while establishing expertise in data and business knowledge
  • Drive efficiencies for analytics and processes through automation using endorsed tools and technology
  • Strong collaboration with business users to ensure requirements are understood and met
  • Identify opportunities for efficiencies and enhancements in current and future data deliverables
  • Leverage data to enhance reporting on activity; connect data points across multiple systems to provide meaningful insights with guidance from leaders.

Required Qualifications

  • Strong analytical, quantitative, and problem-solving skills and ability to develop reporting using available technology applications
  • Strong relationship and communication skills in working with colleagues and providing recommendations and insights based on available data and industry knowledge
  • Bachelors degree or equivalent
  • 2+ years of experience in a data and reporting environment, or exposure through education in data, computer science, etc.
  • Willingness to learn new tools supporting AI transformations and other development of end-to-end processes to support business needs
  • Microsoft Office applications (Word, Excel, PowerPoint)

Preferred Qualifications

  • Experience on a data delivery team
  • Experience in financial industry
  • Tool proficiency in Salesforce/CRM, PowerBI and SQL

Base Pay Salary

The base salary is $66,700-100,000 and maybe 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

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Business Support & Operations

Line of Business  

FPPS Wealth Management Solutions

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

  • Strong analytical, quantitative, and problem-solving skills
  • Ability to develop reporting using available technology applications
  • Strong relationship and communication skills
  • Bachelor's degree or equivalent
  • 2+ years of experience in a data and reporting environment, or relevant educational exposure to data or computer science
  • Willingness to learn new AI and development tools
  • Microsoft Office applications, including Word, Excel, and PowerPoint
  • Experience on a data delivery team
  • Experience in the financial industry
  • Proficiency in Salesforce or CRM, Power BI, and SQL
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The Company
HQ: Seguin, TX
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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