Investor Reporting Associate

RiverSource Life Insurance Company; Gurugram District; Híbrido; INR 600.000 - 900.000; Jornada completa

Descripción de la vacante

Ameriprise India LLP in Gurugram seeks an Investor Reporting Associate to produce financial report packages and ROA, ensuring accuracy and timely delivery. You will prepare portfolio performance data, valuations, and related reports for clients, custodians, and consultants, while coordinating with US teams.

The role emphasizes cross-functional collaboration, data quality, and meeting client requirements with strong MS Office and Capital Markets knowledge.

Formación

• MS Word, Excel and Outlook basics required.
• Strong communication and interpersonal abilities.
• Solid analytical skills with attention to detail.
• Basic understanding of Capital Markets (securities, funds, forex).

Responsabilidades

• Produce financial report packages and ROA creation.
• Deliver comprehensive activity statements including portfolio data.
• Prepare Investment Review Reports and board materials.
• Collaborate with US team, participate in meetings and process improvements.

Conocimientos

Communication skills

Analytical skills

Teamwork

Capital Markets knowledge

Herramientas

MS Word

MS Excel

Outlook

PowerPoint

GIM E3

SSRS

Portstat

MoneyMate

VRS

Descripción del empleo

Investor Reporting Associate### Investor Reporting AssociateApply: Hybrid: Gurugram, Haryana, India: Full time: Posted Today: End Date: December 4, 2026 (28 days left to apply): R26\\_4402**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**Required to do production of financial report packages. Responsible for ROA creation and quality control for Investment Reviews.**Key Responsibilities** Associate would be responsible for delivering their clients, custodian and/or their consultants a comprehensive financial activity statement package that includes portfolio & benchmark performance, holdings, portfolio valuation & transactions, portfolio earnings & ROA. Additional reports includes Investment Review Reports for TESE accounts, FAS157 reports, ERISA disclosure reports, meeting books, client presentations etc. Required to consistently work towards anticipating, meeting and exceeding customers’ requirements whilst ensuring effective teamwork at all times. Project meetings with team in US to gain understanding of projects assigned/awarded and kind of output expected along with discussion of issues if any, solution and project progress. Attend team meetings, leader regular meetings, trainings and contribution to innovation / process improvements in the function **Required Qualifications** Basic MS – Word / Excel, Outlook knowledge 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) **Preferred Qualifications** PowerPoint working knowledge Experience on accounting & reporting tools - GIM E3, SSRS, Portstat, MoneyMate & VRS Ability to work independently as well as collaborate with cross – functional teams Ability to manage multiple tasks **In-Office Collaboration**We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least three (3) days per week, with flexibility to work from home two (2) days per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.**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*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.*