Senior Investment Performance Analyst

Ameriprise Financial Services, LLC • Minneapolis, MN

5d

About The Position

We are hiring a Senior Performance Analyst to support initiatives specific to investment performance measurement and analysis! You will be collecting, calculating, measuring and analyzing investment performance and presenting results to internal business clients including Marketing, Client Reporting, Portfolio Managers, Senior Business Leaders, Compliance, Product Development and other partners. Key Responsibilities Calculation and analysis of relevant fund performance and other analytical data, including ad-hoc data requests. Production of recurring deliverables provided to internal business partners. Actively support implementation of changes impacting performance, including development of solutions. Partner with internal organizations to ensure good data quality and to identify and resolve issues related to reporting. Ensure documentation of relevant processes are complete, detailed and well-maintained. Work on ad-hoc projects as needed.

Requirements

• BS/BA degree in Business, Finance, Accounting, or similar
• Knowledge of investments, fund accounting and reporting
• 5-7 years work experience in the financial services or investment management industry
• A standout colleague who can efficiently meet fast paced target dates
• Critical thinker with strong problem-solving skills
• Strong verbal and written communications skills
• Strong organizational skills
• Ability to work independently

Nice To Haves

• Curiosity about financial markets
• Work experience specific to performance measurement and analytics
• Experience with investment analytic systems like FactSet or BlackRock
• CIPM, CFA or eager to pursue
• Proficiency with Microsoft Excel and Access

Responsibilities

• Calculation and analysis of relevant fund performance and other analytical data, including ad-hoc data requests.
• Production of recurring deliverables provided to internal business partners.
• Actively support implementation of changes impacting performance, including development of solutions.
• Partner with internal organizations to ensure good data quality and to identify and resolve issues related to reporting.
• Ensure documentation of relevant processes are complete, detailed and well-maintained.
• Work on ad-hoc projects as needed.

Benefits

• vacation time
• sick time
• 401(k)
• health, dental and life insurances

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees