Senior Investment Performance Analyst

Ameriprise Financial•Minneapolis, MN

32d

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.

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.