Sr. Analyst - Investment Business Management

Posted 3 Days Ago
Be an Early Applicant
2 Locations
In-Office
Mid level
Fintech
The Role
The role involves supporting investment teams in Fixed Income operations and Advanced Analytics, managing stakeholder communications, and coordinating efficiency initiatives.
Summary Generated by Built In
This role will provide support to Investment teams with primary focus on Fixed Income operations, Advanced Analytics initiatives and specialized investment operations tasks. Reporting to the EMEA Fixed Income Business Support Manager, this position will assist with both the operational support of EMEA Fixed Income and the coordination of technology-driven efficiency initiatives through the Advanced Analytics function, which is a partnership between Technology and Front Office teams globally.Key Responsibilities:Fixed Income & Advanced Analytics Support
  • Serve as a key liaison between investment teams, technology partners, and operational stakeholders globally
  • Manage complex stakeholder communications across multiple time zones and business units
  • Assist in managing escalations from fund managers and the Head of Fixed Income EMEA, coordinating resolution teams when operational issues arise
  • Support the coordination of FIAT (Fixed Income Automation Team) activities and BAU enhancements
  • Document and track new desk procedures, policies, and Risk Events (REVs)
  • Facilitate cross-functional meetings, take comprehensive notes, and ensure effective follow-up
  • Produce high-quality documentation for technology enhancement initiatives and stakeholder meetings
  • Support the intake process for understanding Investment teams' automation and efficiency needs
  • Help with administrative tracking and prioritisation of technology resources and implementation
  • Create and maintain project documentation and status updates
  • Build and nurture relationships with global stakeholders to ensure effective collaboration
Additional Responsibilities
  • Provide support for North America commission reporting using the Castine system
  • Assist with US Multi-Manager fund operations, including overdraft monitoring and resolution
  • Support additional investment operations tasks as needed
  • Take on expanded responsibilities supporting investment teams over time
Operational Excellence
  • Develop and maintain effective communication channels between global teams
  • Create and distribute meeting materials and follow-up documentation
  • Track action items to ensure timely resolution of issues
  • Support continuous improvement initiatives across Fixed Income operations
  • Assist with training coordination for new systems or processes
  • Maintain documentation of operational processes and procedural changes
Skills & QualificationsExperience
  • 3-5 years of experience in the asset management / financial services industry
  • Previous experience in investment operations, project coordination, or business analysis
  • Experience working in a global support function with multiple stakeholders
  • Demonstrated track record of effective stakeholder management and communication
Technical Knowledge
  • Strong proficiency in Microsoft Office suite, especially Excel, PowerPoint, and Teams
  • Experience with project management and documentation tools a plus
  • Understanding of fixed income markets and operations beneficial but not required
  • Prior experience using Aladdin OMS would be beneficial but not essential
  • Knowledge of financial systems and technology infrastructure beneficial
Core Competencies
  • Exceptional written and verbal communication skills with ability to influence and align diverse stakeholders
  • Strong meeting facilitation and documentation abilities
  • Excellent stakeholder management capabilities across organizational levels
  • Ability to organize and prioritize competing demands in a fast-paced environment
  • Detail-oriented with strong follow-through on commitments
  • Proactive problem-solving approach
  • Adaptability and resilience when handling urgent matters
  • Ability to work independently while coordinating with global teams
  • Strong interpersonal skills with ability to build relationships across organisational boundaries
  • Analytical mindset with ability to identify discrepancies in financial data
Education
  • Bachelor's degree in Business, Finance, Economics, or related field
  • Post-graduate qualification in Finance or related discipline preferred

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

Full time

Timings

(2:00p-10:30p)

India Business Unit

AWMPO AWMP&S President's Office

Job Family Group

Investment Management

Top Skills

Aladdin Oms
Excel
MS Office
PowerPoint
Teams
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The Company
Minneapolis, MN
16,649 Employees
Year Founded: 1894

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.

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