Investor Reporting Associate
Ameriprise Financial (company site, opens in a new tab)GurugramOn-siteDirect career pageEst. 5–9 LPA
Posted 14h ago
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Job description
Structured overview of role & requirements
About This Role
- Produce comprehensive financial report packages including portfolio & benchmark performance, holdings, valuation, transactions, earnings, and ROA for clients, custodians, and consultants.
- Deliver additional reports like Investment Review Reports, FAS157, ERISA disclosures, meeting books, and client presentations with quality control.
- Collaborate with US teams through project meetings to understand deliverables, resolve issues, and contribute to process improvements.
Minimum Requirements
- Basic proficiency in MS Word, Excel, Outlook, and good communication skills (written/oral).
- Basic understanding of Capital Markets (securities, funds, forex).
- Preferred knowledge of PowerPoint and exposure to accounting/reporting tools such as GIM E3, SSRS, Portstat, MoneyMate, and VRS.
- Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
- Comfortable working in a client-centric operations environment with emphasis on delivering detailed financial reports.
- Able to manage multiple tasks independently while collaborating across cross-functional teams, including international colleagues.
- Experience or willingness to work in an in-office setting at least three days per week with flexibility for partial remote work.