APWGI-Analyst-Financial Advisory Support

Ameriprise Financial Services, LLC; Gurugram District; Presencial; INR 300.000 - 520.000; Jornada completa

Descripción de la vacante

Ameriprise India LLP is seeking a detail-oriented support professional to assist with client meeting presentations, managed account deliverables, and e-forms. You will analyze financial data and prepare materials tailored to APWG requirements.

The role emphasizes data comprehension, entry, and timely Excel reporting, with a focus on quality checks and compliance. Full-time position based in Gurugram, India, with standard timings and immediate team collaboration.

Formación

• Strong verbal and written communication abilities.
• Solid analytical mindset for data interpretation and presentation.
• Meticulous attention to detail and accuracy in deliverables.

Responsabilidades

• Production: analyze raw financial data and prepare client meeting materials and e-forms.
• Problem Solving: assist mentor with quality checks to meet compliance and quality standards.
• Administrative: update process databases and create Excel-based reports on a regular basis.

Conocimientos

Communication skills

Analytical skills

Attention to detail

Herramientas

Excel

Descripción del empleo

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.