Lead Research Analyst

Ameriprise Financial Services, LLC

Group Lead Research Analyst on Investment Performance team, focusing on investment performance reporting at Ameriprise Financial. Includes research, support, collaboration, and project management responsibilities.

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

About the role

Key responsibilities & impact

Conducting research, defining and documenting business requirements, and 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 of Ameriprise Financial
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
Participate in the performance verification compliance process for third-party investment manager performance information on the Advisory Platform
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

7+ 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
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
Ability to stay current with regulatory requirements and best practices

Benefits

Comp & perks

Health insurance
Professional development opportunities
Flexible work arrangements
Equipment allowances

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Investment AnalysisPerformance MeasurementPortfolio Accounting SystemsMoney-Weighted Return MethodologyTime-Weighted Return MethodologyPerformance Characteristic MetricsAsset AllocationBenchmarkingData Quality OversightProcess Development

Soft Skills

Strong Communication SkillsMulti-Tasking AbilityRelationship ManagementLeadership SkillsProject Execution

Certifications

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