Reporting Associate

September 10, 2024

Ameriprise India

FULL TIME

As part of the Digital & Sales Enablement team within Marketing, you will be part of the presentations team supporting both Wholesale and Institutional channels with their product presentations through Power Point and utilizing our Sales Enablement Platform Seismic. Working with internal and external stakeholders/parties to ensure data, process and ultimately presentations are delivered in a timely and accurate state. The role includes presentations production, peer review decks to supports the team and ensure quality control and submit through compliance for final approval.
Key Responsibilities

Critical responsibility would be to transition, standardize, optimize and produce Power Point product and strategy presentations.
Work with a variety of stakeholders including investment and sales teams to update presentations.
Source data from approved sources, check data and input into presentations. Have a solid understanding of the regulatory and compliance framework for asset management and ensure deck adherence
Perform assigned processes and reporting in accordance with policies, procedures and controls, meeting and/or exceeding established service level agreement.
Required to consistently work towards anticipating, meeting and exceeding client requirements whilst ensuring effective teamwork at all times.
Accountable for proactive identification of risks/issues, developing well thought out solutions.
Communicate effectively with the team on work and progress to allow for more agile management by the Presentations Lead in workflow meetings.
Be a go getter and proactive member supporting team and stakeholders in day to day queries.
Raise issues to concerned teams and seek active resolution. Train and mentor new members of the team.
Do quality assurance and make sure all books and records are clean. Work on process improvement opportunities and support business support team with change initiatives.
Active engagement in change initiative and provide subject matter expertise and effectively communicate across multiple audiences.
Developed understanding of reporting applications, reports and authoritative data sources.
Attend team meetings, huddle, leader's regular meetings, trainings and contribution to innovation / process improvements in the function.

Required Qualifications

Working Knowledge of MS – Power Point, Word / Excel, Outlook
Good communication skills (written / oral), interpersonal skills & be an effective team player
Sound analytical skills
Basic understanding of Capital Markets (esp. Securities, Funds, and Forex Markets)
An understanding of Asset managers and Asset Management products.

Preferred Qualifications

Experience of Seismic
Experience of asset management data sets – Performance, Characteristics, holdings, etc
Ability to work independently as well as collaborate with cross – functional teams
Ability to manage multiple tasks

About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Timings

(2:00p-10:30p)

India Business Unit

AWMPO AWMP&S President's Office

Job Family Group

Mutual Fund Operations