You will be collecting, calculating, measuring and analyzing investment performance and presenting results to internal business clients including Marketing, Client Reporting, Portfolio Managers, Senior Business Leaders, Compliance, Product Development and other partners.
Key Responsibilities
- Calculation and analysis of relevant fund performance and other analytical data, including ad-hoc data requests.
- Production of recurring deliverables provided to internal business partners.
- Actively support implementation of changes impacting performance, including development of solutions.
- Partner with internal organizations to ensure good data quality and to identify and resolve issues related to reporting.
- Ensure documentation of relevant processes are complete, detailed and well-maintained.
- Work on ad-hoc projects as needed.
Required Qualifications
- BS/BA degree in Business, Finance, Accounting, or similar
- Knowledge of investments, fund accounting and reporting
- 5-7 years of work experience in the financial services or investment management industry
- A standout colleague who can efficiently meet fast-paced target dates
- Critical thinker with strong problem-solving skills
- Strong verbal and written communications skills
- Strong organizational skills
- Ability to work independently
Preferred Qualifications
- Curiosity about financial markets
- Work experience specific to performance measurement and analytics
- Experience with investment analytic systems like FactSet or BlackRock
- CIPM, CFA or eager to pursue
- Proficiency with Microsoft Excel and Access
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 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.
Base Pay Salary
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Top Skills
What We Do
Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals.
We believe that with the right advisor, the right advice, and the right firm, life can be brilliant.
Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.
Learn how you can build your career at Ameriprise Financial.
*Ameriprise Financial Q2 2020 Statistical Supplement
All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested.
By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.
