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Senior Lead Performance, Analytics
Ameriprise Financial Services, LLCGroup Lead - Research Analyst at Ameriprise Financial focusing on investment performance reporting initiatives. Conducting research, analytics, and contributing to performance reporting capabilities.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in investment performance measurement, analysis, and reporting within the financial services industry, with a strong understanding of performance reporting tools and methodologies. Proven ability to manage projects effectively while maintaining strong relationships across teams and with vendors.
Highest-signal resume keywords
Investment Performance MeasurementPerformance Reporting ToolsCertificate in Investment Performance (CIPM)Chartered Financial Analyst (CFA)Global Investment Performance Standards (GIPS)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Performance AnalysisPerformance ReportingMoney-Weighted Return MethodologyTime-Weighted Return MethodologyPortfolio Accounting Systems
Soft Skills
Strong Communication SkillsMulti-Tasking AbilityProject ExecutionRelationship ManagementLeadership Skills
Tools & Technologies
Pershing XFirst RateInvestCloudEnvestnetMorningstar DirectFactSet
Certifications & Qualifications
Certificate in Investment Performance (CIPM)Chartered Financial Analyst (CFA)
Industry Keywords
Financial ServicesInvestment ConceptsPerformance Verification ComplianceBusiness RequirementsAnalytical Support
About the role
Key responsibilities & impact- Conducting research, defining and documenting business requirements, and providing analytical and reporting support.
- Contribute to the development and ongoing maintenance of the infrastructure necessary to sustain and enhance performance reporting capabilities.
- Participate in the performance verification compliance process for third-party investment manager performance information.
- Help maintain business ownership of the performance reporting tools utilized for both client and product performance reporting.
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
- 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
- Experience working with performance measurement and portfolio accounting systems (e.g., Pershing X (fka Albridge), First Rate, InvestCloud, Envestnet, Morningstar Direct, & FactSet)
- Certificate in Investment Performance (CIPM) and/or Charted Financial Analyst (CFA) designation
- Understanding of Global Investment Performance Standards (GIPS) and ability to apply the standards to performance calculations and representations
- 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.
Benefits
Comp & perks- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development