Lead Portfolio Investment Analyst
Ameriprise Financial Services, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Noida • 🇮🇳 India
Visit company websiteJob Level
Senior
About the role
- Build and analyze investment portfolios for high-net-worth individuals (HNWI)
- Provide support to the US-based Portfolio Strategist
- Review, verify, and input investment holding data into portfolio analytic tools
- Prepare detailed portfolio reports and client-facing investment presentations
- Monitor market trends and identify investment opportunities
- Collaborate with internal teams to ensure high levels of client satisfaction.
Requirements
- Bachelor's Degree or equivalent experience
- 5-7 years of relevant experience, preferably in the financial services industry
- Familiarity with Financial planning concepts
- Strong analytical and reporting skills
- Strong investment products knowledge or willingness to acquire it
- Experience with financial tools like Morningstar Direct, Preqin etc.
- Detailed oriented with strong analytical skills.
Benefits
- Be part of an inclusive, collaborative culture that rewards you for your contributions
- Plenty of opportunities to make your mark at the office and a difference in your community
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment portfolio analysisfinancial planninganalytical skillsreporting skillsinvestment products knowledge
Soft skills
client satisfactioncollaborationattention to detail
Certifications
Bachelor's Degree