Team Lead Research Analyst

Ameriprise Financial Services, LLC

Team Lead Research Analyst on the Investment Performance team at Ameriprise. Conducting research and providing analytical support while collaborating with various business units.

Posted 7/1/2026full-timeNoida • 🇮🇳 IndiaSeniorWebsite

About the role

Key responsibilities & impact

Serve a critical function in advancing initiatives within the broker dealer's Advice & Wealth Management (AWM) segment
Conduct research, define and document business requirements, and provide analytical and reporting support
Contribute to the development and ongoing maintenance of the infrastructure necessary to sustain and enhance performance reporting capabilities across the AWM segment of Ameriprise Financial
Collaborate with other business units (e.g. products, technology, legal, compliance, marketing, training, field implementation, etc.) and vendors
Participate in the execution of projects aimed at developing investment products, ensuring compliance, enhancing the quality of the performance data, and improving the front-end experience
Provide data quality oversight, escalation support, process and procedure development, and back-up support to “business and usual” performance reporting operational tasks
Maintain or supervise control-related testing across the various performance tools and processes to ensure a single, cohesive approach to testing/audit protocols of reporting mechanisms and underlying data
Help maintain business ownership of the performance reporting tools utilized for both client performance reporting and product performance reporting for the Advisory Platform

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 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
Ability to stay current with regulatory requirements and best practices

Benefits

Comp & perks

Health insurance
Flexible work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Investment AnalysisPerformance MetricsData Quality OversightPerformance Characteristic MetricsMoney-Weighted Return MethodologyTime-Weighted Return MethodologyAsset AllocationBenchmarkingPortfolio Accounting SystemsBusiness Requirements Documentation

Soft Skills

Strong Communication SkillsMulti-Tasking AbilityRelationship BuildingProject ExecutionCollaboration

Certifications

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