Performance & Analytics Associate

Ameriprise Financial Services, LLC; Dadri; Hybrid; INR 600,000 - 1,200,000; Full time

Job summary

Ameriprise India LLP seeks a professional to evaluate investment performance across client solutions and support RFPs/RFIs. The role requires hands-on Excel, VBA, and industry tools like Aladdin, Factset, and Morningstar.

You will analyze data, write commentary for senior leaders, and deliver timely, accurate reports under deadlines in a client-focused, office-based setting with some flexibility for remote work.

Qualifications

• 1 to 3 years of experience in the same domain with good experience on reporting using MS Excel and other Performance tools like Aladdin, Factset, Morningstar.
• Strong Capital Market Knowledge (esp. Securities, Mutual Funds, Forex, etc.).
• Have a strong knack for Automation and an analytical approach towards Problem Solving.
• Strong written and verbal communications skills with attention to detail.
• Knowledge of Aladdin, Morningstar, Factset, and Lipper would be useful.

Responsibilities

• Measure and analyze Investment Performance while working with multiple systems.
• Gather Performance data, scrub the data, and perform data integrity checks and validation.
• Apply basic analytical skills to understand key drivers of Investment performance.
• Write up commentary for senior leaders. Produce and communicate results to internal clients.
• Execute reports in a timely and accurate manner under stringent deadlines.
• Perform variance analysis between systems, Return Calculation, and Performance Attribution Analysis. Manage personal, day to day activities.
• Need high attention to detail and perform self-quality checks.
• Support additional performance initiatives as needed.

Skills

Analytical skills

Attention to detail

Verbal communication

Written communication

Tools

Excel

Aladdin

Factset

Morningstar

Lipper

SQL

VBA

Job description

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

Evaluation of Investment Performance for various products offered by CTI and support the team in RFP/RFIs and other adhoc requests.

Responsibilities

• Measure and analyze Investment Performance while working with multiple systems.
• Gather Performance data, scrub the data, and perform data integrity checks and validation.
• Apply basic analytical skills to understand key drivers of Investment performance.
• Write up commentary for senior leaders. Produce and communicate results to internal clients.
• Execute reports in a timely and accurate manner under stringent deadlines.
• Perform variance analysis between systems, Return Calculation, and Performance Attribution Analysis. Manage personal, day to day activities.
• Need high attention to detail and perform self-quality checks.
• Support additional performance initiatives as needed.

Required Qualifications

• 1 to 3 years of experience working in the same domain/industry and good experience on reporting using MS Excel and other Performance tools like Aladdin, Factset, Morningstar.
• Strong Capital Market Knowledge (esp. Securities, Mutual Funds, Forex, etc.).
• Have a strong knack for Automation and an analytical approach towards Problem Solving.
• Strong written and verbal communications skills with attention to detail.
• Knowledge of Aladdin, Morningstar, Factset, and Lipper would be useful.

Preferred Qualifications

• Successful candidate will have the following attributes: Critical thinker (problem solving), organizational skills, and the ability to work independently.
• Hold strong communication skills (verbal/written) and familiarity with investment and Performance Measurement concepts like GIPS.
• Hands on experience on Advanced Excel, VBA, and SQL.

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.