APWGI-Analyst-Financial Advisory Support

56672 Ameriprise India LLP; Delhi; On-site; INR 350,000 - 520,000; Full time

Job summary

Ameriprise India LLP is seeking a detail-oriented data support assistant to assist APWG advisors with client meeting materials, data analysis and e-forms. The role involves producing deliverables from raw financial data and maintaining Excel-based reports.

You will work under guidance, ensure quality checks, and update workflow databases while delivering timely, accurate outputs. Strong communication and analytical skills are essential for success in this onboarding-focused position in Delhi.

Qualifications

• Good verbal and written communication skills.
• Good analytical skills.
• Attention to detail.

Responsibilities

• Production: Analyze raw financial data, input into multiple tools and prepare client meeting presentations, managed account deliverables and e-forms.
• Problem Solving: Collaborate with mentor to complete quality checks and revise plans to meet compliance and quality standards.
• Administrative: Update process workflow database and create/maintain various Excel-based reports regularly and promptly.

Skills

Verbal communication

Written communication

Analytical skills

Tools

Excel

Job description

About Our Company

About Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. 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.

Job Description

Support APWG advisors force with creating client meeting presentations, managed account deliverables, e-forms etc. Data analysis and material preparation related to client meeting presentations, managed account service, e-form service etc. tailored to meet APWG specific requirements. Data comprehension and entry.

• Production: Analyze raw financial data, inputs in multiple tools, and prepare deliverables for the relevant service such as client meeting presentations, managed account deliverables, e-forms etc.
• Problem Solving: Work with the mentor to complete quality check processes for deliverables and accordingly revise plan work to meet the compliance and quality standards.
• Administrative: Update in the process workflow database and creation/maintenance of various Excel based reports in a regular and timely manner.

Additional knowledge, skills, experience or training

• Good verbal and written communication skills.
• Good analytical skills.
• Attention to detail.

Full-Time/Part-Time Full time Timings (8:00p-4:30a) India Business Unit AWMPO AWMP&S President's Office

Job Family Group Business Support & Operations

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, military status, veteran status, marital status, pregnancy, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities.

If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth. Explore opportunities within each business and region below. Ameriprise US | Careers Ameriprise India | Careers Columbia Threadneedle Investments US | Careers Columbia Threadneedle Investments EMEA APAC | Careers RiverSource | Careers

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