Ameriprise Financial Services, LLC

Senior Investment Performance Analyst

Ameriprise Financial Services, LLC

full-time

Posted on:

Location Type: Hybrid

Location: Minneapolis • Minnesota • United States

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Salary

💰 $74,800 - $101,000 per year

Job Level

Senior

About the role

  • Calculation and analysis of relevant fund performance and other analytical data, including ad-hoc data requests
  • Production of recurring deliverables provided to internal business partners
  • Actively support 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 documentation of relevant processes are complete, detailed and well-maintained
  • Work on ad-hoc projects as needed

Requirements

  • 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
  • A standout colleague who can efficiently meet fast paced target dates
  • Critical thinker with strong problem-solving skills
  • Strong verbal and written communications skills
  • Strong organizational skills
  • Ability to work independently
  • 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 and Access
  • Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States.
Benefits
  • vacation time
  • sick time
  • 401(k)
  • health, dental and life insurances
  • variable pay in the form of bonus, commissions, and/or long-term incentives
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
fund performance analysisdata analysisperformance measurementinvestment analyticsfinancial reportingMicrosoft ExcelMicrosoft Access
Soft Skills
problem-solvingcommunicationorganizational skillsindependencecuriosity
Certifications
CIPMCFA