APWGI-Analyst-Financial Advisory Support

Threadneedle group; Gurugram District, Dadri; Hybrid; INR 600,000 - 900,000; Full time

Job summary

Ameriprise India LLP is seeking an APWG Analyst to support advisory teams with client meeting presentations, managed account deliverables, and e-forms in a hybrid Gurugram/Noida setup. The role emphasizes data-driven analysis and accurate material preparation for client interactions.

The candidate should have strong analytical, verbal and written communication skills, keen attention to detail, and the ability to collaborate with mentors to ensure compliance and quality standards.

Qualifications

• Strong data analysis and interpretation skills.
• Excellent verbal and written communication.
• High attention to detail and accuracy.

Responsibilities

• Produce client meeting presentations and e-forms.
• Prepare deliverables and reports from multiple tools.
• Maintain and update Excel-based reports and workflow data.

Skills

Data analysis

Communication skills

Attention to detail

Job description

## APWGI-Analyst-Financial Advisory SupportApply: Hybrid: Gurugram, Haryana, India: Noida, Uttar Pradesh, India: Full time: Posted Today: End Date: October 26, 2026 (12 days left to apply): R26\\_3885**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.*