Senior Capital Markets Financial Analyst

Posted 22 Days Ago
2 Locations
In-Office
69K-121K Annually
Junior
Fintech • Payments • Financial Services
The Role
The role focuses on providing analytical support and developing complex financial models to support revenue improvement and expense reduction initiatives, involving data analysis and collaboration across teams.
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

Ameriprise Financial has an exciting opportunity for Senior Capital Markets Finance Analyst role! This position would be responsible to provide analytical support as well as develop complex financial models that will be used in revenue improvement or expense reduction initiatives. Apply data infrastructure by extracting, aggregating, and dissecting financial data and performance measurements for management review and action.

Key Responsibilities

  • Develop analytic models to support business transformation recommendations.

  • Analyze business situations, design and build models leveraging multiple data sources and tools for complex risk analysis across the company businesses.

  • Provide technical analysis and support by developing, improving, operating, and documenting asset models.

  • Evaluate current practices and methods for reporting and analyzing data.

  • Partner with business, technology and vendors to complete baseline activities and opportunities to improve current state and transform process and change initiatives, resulting in improved economics including both revenue and expenses.  In depth business process modeling capability, organizational design and financial acumen are critical to the success of this role.

  • Gather data and analyze problems across projects to recommend solutions to strategic transformation leads.  Work with the teams to implement project plan according to objectives and timeline.

Required Qualifications

  • Bachelor's degree in math, physics, economics, or quantitative field of study.

  • 1-3 years' experience performing quantitative analysis.

  • Strong relationship and communication skills in working with colleagues, influencing customers on recommendations and analysis results.

Preferred Qualifications

  • Experienced in developing data-driven conclusions and recommendations.

  • Experience writing code in various languages/platforms

  • Ability to work in an environment with multiple priorities.  

  • Ability to work independently; self-starter. 

  • Strong written and verbal communication skills. 

  • Ability to build strong relationships.

  • Information management competence including desktop application and data modeling skills.

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.

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).

Base Pay Salary

The estimated base salary for this role is $68,700- $120,600/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

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Finance

Line of Business  

FIN Finance

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

  • Bachelor's degree in math, physics, economics, or quantitative field of study
  • 1-3 years' experience performing quantitative analysis
  • Strong relationship and communication skills
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

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

Similar Jobs

In-Office
2 Locations
16649 Employees
69K-121K Annually

Celonis Logo Celonis

Operations Manager

Big Data • Information Technology • Productivity • Software • Analytics • Business Intelligence • Consulting
Hybrid
New York, NY, USA
3000 Employees
119K-140K Annually

Celonis Logo Celonis

Senior Director, Professional Services

Big Data • Information Technology • Productivity • Software • Analytics • Business Intelligence • Consulting
Hybrid
New York, NY, USA
3000 Employees
204K-240K Annually

Celonis Logo Celonis

Project Manager

Big Data • Information Technology • Productivity • Software • Analytics • Business Intelligence • Consulting
Hybrid
New York, NY, USA
3000 Employees
162K-191K Annually

Similar Companies Hiring

Scotch Thumbnail
Artificial Intelligence • eCommerce • Fintech • Payments • Retail • Software • Analytics
US
35 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account