Key Responsibilities
- Lead and manage a small team focused on the production of recurring deliverables, such as the validation of performance data in internal and/or vendor systems and the production performance reporting.
- Partner within Operations, Technology, and Vendors to ensure data quality and to identify and resolve issues related to performance data and reporting.
- Provide leadership and participate in performance measurement initiatives. This includes leading improvements impacting performance data, systems, and processes and ensuring thorough documentation of work processes are in place and maintained.
- Provide leadership, coaching, setting goals, and conducting performance reviews with direct reports.
- Influences and regularly interacts at all levels of the organization, including Senior Management, Portfolio Managers, Marketing Professionals, and Legal/Compliance Professionals.
- Develop policies and procedures for the performance measurement functions.
- Develop short and long-term business solutions for departmental initiatives.
Required Qualifications
- Strong knowledge of investment concepts.
- Critical thinker with strong problem solving skills.
- Excellent verbal and written communications skills.
- Strong organizational skills.
- Ability to work independently.
- High proficiency with Microsoft Office Tools, such as Microsoft Excel and Access.
- A strong team player who is able to successfully meet deadlines.
- 5+ years work experience in investment management or financial services.
- 2+ years of people leadership experience.
- BS/BA degree in Business, Finance, Accounting, or equivalent.
Preferred Qualifications
- Advanced knowledge of performance measurement concepts; CIPM preferred.
- Work experience specific to performance measurement and analytics.
- Proficient with data and report automation.
- Advanced experience with performance systems, such as Factset, Confluence, Morningstar, and Lipper.
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.
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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.
