Sr Mgr-Performance Analytics

Ameriprise Financial Services, LLC • Boston, MA

2d • $82,400 - $110,000

About The Position

The position supports initiatives specific to investment performance measurement and analysis. It involves leading a staff responsible for collecting, communicating, measuring, and analyzing investment performance information to ensure accuracy and the delivery of time-sensitive performance information for clients, marketing materials, investment professionals, and all levels of management.

Requirements

• Strong knowledge of investment concepts.
• Critical thinker with strong problem solving skills.
• Excellent verbal and written communications skills.
• Strong organizational skills.
• Ability to work independently.
• High proficiency with Microsoft Office Tools, such as Microsoft Excel and Access.
• A strong team player who is able to successfully meet deadlines.
• 5+ years work experience in investment management or financial services.
• 2+ years of people leadership experience.
• BS/BA degree in Business, Finance, Accounting, or equivalent.

Nice To Haves

• Advanced knowledge of performance measurement concepts; CIPM preferred.
• Work experience specific to performance measurement and analytics.
• Proficient with data and report automation.
• Advanced experience with performance systems, such as Factset, Confluence, Morningstar, and Lipper.

Responsibilities

• Lead and manage a small team focused on the production of recurring deliverables, such as the validation of performance data in internal and/or vendor systems and the production performance reporting.
• Partner within Operations, Technology, and Vendors to ensure data quality and to identify and resolve issues related to performance data and reporting.
• Provide leadership and participate in performance measurement initiatives. This includes leading improvements impacting performance data, systems, and processes and ensuring thorough documentation of work processes are in place and maintained.
• Provide leadership, coaching, setting goals, and conducting performance reviews with direct reports.
• Influences and regularly interacts at all levels of the organization, including Senior Management, Portfolio Managers, Marketing Professionals, and Legal/Compliance Professionals.
• Develop policies and procedures for the performance measurement functions.
• Develop short and long-term business solutions for departmental initiatives.

Benefits

• We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

What This Job Offers

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