Lead Performance, Analytics

Ameriprise Financial Services, LLC

Team Lead - Research Analyst on Investment Performance team at Ameriprise, responsible for investment performance reporting initiatives and research analysis. Leading collaboration across business units and maintaining reporting tools.

Posted 8/2/2026full-timeNoida • 🇮🇳 IndiaSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment performance measurement, analysis, and reporting within the financial services industry, with a strong understanding of performance reporting tools and the ability to collaborate effectively across business units.

Highest-signal resume keywords

Investment Performance MeasurementPerformance Reporting ToolsPortfolio Accounting SystemsCertificate In Investment Performance (CIPM)Chartered Financial Analyst (CFA)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business Requirements DocumentationAnalytical SupportPerformance Reporting DevelopmentControl-Related TestingInvestment Concepts Knowledge

Soft Skills

Strong Communication SkillsMulti-Tasking AbilityRelationship Management

Tools & Technologies

Pershing XFirst RateInvestCloudInforma Profile ProducerEnvestnetMorningstar DirectFactSet

Certifications & Qualifications

Certificate In Investment Performance (CIPM)Chartered Financial Analyst (CFA)

Industry Keywords

Financial Services IndustryInvestment Performance StandardsGlobal Investment Performance Standards (GIPS)Broker/Dealer

About the role

Key responsibilities & impact

Conduct research and define/document business requirements
Provide analytical and reporting support
Contribute to the development and ongoing maintenance of performance reporting capabilities
Participate in the execution of projects developing investment products
Maintain or supervise control-related testing across various performance tools
Help maintain business ownership of performance reporting tools
Collaborate with other business units and vendors

Requirements

What you’ll need

5+ years of experience in the financial services industry
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 performance measurement and portfolio accounting systems (e.g., Pershing X, First Rate, InvestCloud, 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)
Strong communication skills, both oral and written
Ability to multi-task between different projects and recurring tasks
Ability to establish and maintain relationships with vendors and across the organization

Benefits

Comp & perks

Career advancement opportunities
Inclusive and collaborative culture
Work flexibility between home and office
Opportunities to make a difference in the community