Performance and Analytics Associate

Performance & Analytics Associate

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. 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.

Job Description

Be responsible for receiving data, scrubbing the data, performing data integrity checks, and validation. Measuring and analyzing investment performance data while working with multiple systems
Perform variance analysis between systems, Equity Return Calculation, and Performance Attribution Analysis.
Produce and communicate results to internal clients. Execute reports in a timely and accurate manner under stringent deadlines.
Gather data independently, check for data integrity, and assure quality output. Collect and gather data sources and results.
Apply basic analytical skills to understand key drivers of financial results. Write commentary for senior leaders.
Manage personal, day to day activities.
Use a high attention to detail and perform self-quality checks.
Support additional performance initiatives as needed.

Key Responsibilities

• Need to do Performance calculation for Equity, Fixed, Multi Asset, Institutional client and retail clients.
• Attribution on Equity and Fixed Income. Derivative and Capital Market concept. Good knowledge on Forex Currency etc. Strong Capital Market Knowledge (esp. Securities, Mutual Funds, Forex, etc).
• Strong knowledge of Microsoft Excel and working knowledge of Access is required. Strong knack for Automation.Strong written and verbal communications skills, with attention to detail.
• Knowledge of Bloomberg, Morningstar, Factset, and Lipper would be useful.

Required Qualifications

• BCOM/MBA/MCOM/CA/CIPM/CFA Inter.
• Hands on experience with VBA/SQL Queries.

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 three (3) days per week, with flexibility to work from home two (2) days 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.

Full-Time/Part-Time

Full time

Timings

(11:30a-8:00p)

India Business Unit

AWMPO AWMP&S President's Office

Job Family Group

Mutual Fund Operations

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, military status, veteran status, marital status, pregnancy, 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.

Experience Level

Entry Level