Managing Consultant, Project Finance Operational Risk
Guidehouse
Analyst, Investment Performance Reporting
Ameriprise Financial Services, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Minneapolis • Minnesota, North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $74,800 - $101,000 per year
Job Level
Mid-LevelSenior
About the role
- Serve a critical function in advancing initiatives within the broker dealer's Advice & Wealth Management (AWM) segment
- Conduct research and define/document business requirements
- Provide analytical and reporting support
- Contribute to the development and maintenance of infrastructure for performance reporting capabilities
- Collaborate with other business units to enhance performance data
- Maintain an intake process for questions/escalations related to performance reporting tools
- Maintain control-related testing across various performance tools
- Verify compliance with Global Investment Performance Standards (GIPS) for third-party products
- Maintain business ownership of performance reporting tools
Requirements
- 3+ years of experience in the financial services industry
- Bachelor's Degree or equivalent experience
- Reporting and analysis experience in a financial services organization (broker/dealer preferred)
- Knowledge in investment concepts, practices, procedures, management operations and tools
- Conceptual and practical understanding of various performance metrics
- Strong communication skills, both oral and written
- Ability to multi-task between different projects
- Ability to execute on small to medium scale projects with limited supervision
- Experience working with performance measurement and portfolio accounting systems
- CIPM and/or CFA designation, or progress towards
- Understanding of GIPS and ability to apply the standards
Benefits
- vacation time
- sick time
- 401(k)
- health insurance
- dental insurance
- life insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
performance reportingbusiness requirements documentationanalytical supportreporting supportperformance measurementportfolio accounting systemsinvestment conceptsperformance metricscompliance verificationcontrol-related testing
Soft skills
strong communication skillsmulti-taskingproject executioncollaborationproblem-solving
Certifications
CIPMCFA
