This role requires close collaboration with cross‑functional stakeholders in India and the U.S., along with the ability to translate business requirements into automated workflows and insights using tools such as Python, SQL, and Power BI.
Key Responsibilities:
· Partner with Operations and Investments teams to identify automation opportunities, pain points, and process inefficiencies.
· Lead end‑to‑end automation lifecycle: discovery, requirements gathering, solution design, development coordination, testing, deployment, and post‑implementation support.
· Develop functional and technical specifications for automation initiatives using Python, SQL, Power BI, and other relevant tools.
· Perform deep‑dive data analysis to quantify impact, define metrics, and support prioritization of automation use cases.
· Collaborate with technology teams, engineers, and data analysts to operationalize solutions and ensure successful implementation.
· Create dashboards, reports, and automated analytics to support decision‑making for Bank Operations and Investments leadership.
· Drive continuous improvement by maintaining a pipeline of automation opportunities and tracking performance outcomes.
· Engage with U.S. partner teams to ensure alignment on requirements, timelines, and expected outcomes.
· Provide subject‑matter expertise on workflow simplification, automation best practices, and process redesign.
Qualifications
· 6–8+ years of experience in business analysis, process automation, or analytics-driven transformation roles.
· Proven experience in designing and delivering automation solutions using Python, SQL, and Power BI.
· Strong understanding of process mapping, workflow design, and operational improvement methodologies.
· Demonstrated ability to partner with Operations teams to translate manual processes into automated workflows.
· Excellent analytical thinking with the ability to work with large datasets and derive meaningful business insights.
· Strong communication and stakeholder management skills, including experience working with cross‑location teams.
· Ability to independently manage multiple priorities and deliver high‑impact outputs in fast‑paced environments.
· Experience in banking/financial services operations or investment workflows.
· Prior experience in leading automation or continuous improvement initiatives.
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. 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.
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, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Timings
India Business Unit
Job Family Group
Top 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
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