Ameriprise Financial Services, LLC

Senior Analyst, Investment Performance

Ameriprise Financial Services, LLC

full-time

Posted on:

Location Type: Hybrid

Location: Minneapolis • Minnesota • North Carolina • United States

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Salary

💰 $100,000 - $115,000 per year

Job Level

Senior

About the role

  • Conducting research
  • Defining and documenting business requirements
  • Providing analytical and reporting support
  • Contributing to the development and ongoing maintenance of the infrastructure necessary to sustain and enhance performance reporting capabilities across the AWM segment
  • Participating in the execution of projects aimed at developing investment products
  • Ensuring compliance
  • Enhancing the quality of performance data
  • Improving the front-end experience
  • Providing data quality oversight, escalation support, process and procedure development
  • Maintaining or supervising control-related testing across the various performance tools and processes
  • Participating in the performance verification compliance process for third-party investment manager performance information on the Advisory Platform
  • Helping maintain business ownership of the performance reporting tools utilized for both client and product performance reporting

Requirements

  • 5+ years of experience in the financial services industry
  • Bachelor's Degree or equivalent experience
  • Investment performance measurement, analysis, and reporting experience in a financial services organization (broker/dealer preferred)
  • Knowledge in investment concepts, practices, procedures, management operations and tools
  • Experience with both account level performance and product level composite performance
  • Conceptual and practical understanding of money-weighted and time-weighted return methodologies, performance characteristic metrics (e.g. alpha, beta), asset allocation, and benchmarking
  • Experience working with performance measurement and portfolio accounting systems (e.g., Pershing X (fka Albridge), First Rate, InvestCloud (aka APL), Informa Profile Producer, Envestnet, Morningstar Direct, & FactSet)
  • Certificate in Investment Performance (CIPM) and/or Charted Financial Analyst (CFA) designation, or progress towards
  • Understanding of Global Investment Performance Standards (GIPS) and ability to apply the standards to performance calculations and representations
  • Knowledge of practices and procedures of retail-oriented investment products and financial planning
  • Strong communications skills, both oral and written, to interact with team, business partners, advisors, senior management and vendors
  • Ability to effectively and efficiently multi-task between different projects and recurring tasks
  • Ability to execute on small to large scale projects with limited supervision
  • Ability to establish and maintain strong relationships with vendors and across the organization
  • Strong leadership skills to effectively guide junior colleagues
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 & Tools
investment performance measurementperformance analysisperformance reportingmoney-weighted return methodologytime-weighted return methodologyperformance characteristic metricsasset allocationbenchmarkingportfolio accounting systemsdata quality oversight
Soft Skills
strong communication skillsmulti-taskingproject executionrelationship buildingleadership
Certifications
Certificate in Investment Performance (CIPM)Chartered Financial Analyst (CFA)