Ameriprise Financial
Sr. Performance Analyst
Minneapolis, MN
Nov 13, 2024
Full Job Description
We are hiring a Senior Performance Analyst to support initiatives specific to investment performance measurement and analysis! It involves collecting, calculating, measuring and analyzing investment performance, performance attribution and other performance relevant metrics as well as 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
  • Production of recurring deliverables to internal business partners incl. load a variety of reports into internal systems,, including custom data requests
  • Active support of implementation of changes impacting performance, including development of solutions
  • Partner with internal organizations to ensure data quality and to identify and resolve issues related to reporting
  • Ensure complete and detailed documentation of relevant processes are in place and well maintained


Required Qualifications

  • BS/BA degree in Business, Finance, Accounting, or similar
  • Knowledge of investments, fund accounting and reporting.
  • 5-7 years work experience in the financial services or investment management industry
  • Critical thinker with strong problem-solving skills
  • Strong verbal and written communications skills
  • Strong organizational skills
  • Ability to work independently
  • Standout colleague who can efficiently meet fast paced target dates


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

About Our Company
We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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

The estimated base salary for this role is $74,800 - $101,000 / 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.

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

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Mutual Fund Operations

Line of Business

AMINV US Asset ManagementPDN-9d79d037-91d3-4d04-ba45-ab3d69da7968
Job Information
Job Category:
Finance
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Sr. Performance Analyst
Ameriprise Financial
Minneapolis, MN
Nov 13, 2024
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