APWGI-Analyst-Financial Advisory Support
Ameriprise Financial (company site, opens in a new tab)GurugramOn-siteDirect career pageEst. 4.5–8 LPA
Posted 14h ago
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Job description
Structured overview of role & requirements
About This Role
- Prepare client meeting presentations, managed account deliverables, and e-forms tailored to advisor requirements.
- Analyze raw financial data and input into multiple tools to generate relevant service deliverables.
- Maintain process workflow databases and Excel reports to ensure compliance and quality standards.
Minimum Requirements
- Work Experience Required: Not explicitly mentioned in the JD.
- Good verbal and written communication skills.
- Strong analytical skills and attention to detail.
- Willingness to work full-time with timings 8:00 PM to 4:30 AM India time zone.
Ideal Candidate Profile
- Experience or comfort in working with financial data and producing client-facing financial materials.
- Ability to follow compliance and quality standards under mentor guidance.
- Detail-oriented with skills in Excel and data management relevant to business support and operations roles.