Team Lead Research Analyst

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection.

Be part of an inclusive, collaborative culture that rewards you for your contributions, and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong, ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Job Description

As a Team Lead - Research Analyst on the Investment Performance team, you will serve a critical function in advancing initiatives within the broker dealer's Advice & Wealth Management (AWM) segment, specifically those related to investment performance reporting. Responsibilities include conducting research, defining and documenting business requirements, and providing analytical and reporting support. Additionally, you will contribute to the development and ongoing maintenance of the infrastructure necessary to sustain and enhance performance reporting capabilities across the AWM segment of Ameriprise Financial.

Key Responsibilities

• In collaboration with other business units (e.g. products, technology, legal, compliance, marketing, training, field implementation, etc.) and vendors, participate in the execution of projects aimed at developing investment products, ensuring compliance, enhancing the quality of the performance data, and improving the front-end experience
• Provide data quality oversight, escalation support, process and procedure development, and back-up support to “business and usual” performance reporting operational tasks. 
• Maintain or supervise control-related testing across the various performance tools and processes to ensure a single, cohesive approach to testing/audit protocols of reporting mechanisms and underlying data
• In collaboration with other business units, participate in the performance verification compliance process for third-party investment manager performance information on the Advisory Platform
• Help maintain business ownership of the performance reporting tools utilized for both client performance reporting and product performance reporting for the Advisory Platform

The team is headquartered in Minneapolis, MN. Candidates will be based out of India office, with regular virtual collaboration via Microsoft Teams.

Required Qualifications

• 5+ years of experience in the financial services industry
• Master's Degree or equivalent experience

Preferred Qualifications

• Investment performance measurement, analysis, and reporting experience in a financial services organization (broker/dealer preferred)
• Knowledge in investment concepts, practices, procedures, management operations and tools
• Experience with both account level performance and product level composite performance.
• Conceptual and practical understanding of money-weighted and time-weighted return methodologies, performance characteristic metrics (e.g. alpha, beta), asset allocation, and benchmarking.
• Experience working with performance measurement and portfolio accounting systems (e.g., Pershing X (fka Albridge), First Rate, InvestCloud (aka APL), Informa Profile Producer, Envestnet, Morningstar Direct, & FactSet)
• Certificate in Investment Performance (CIPM) and/or Charted Financial Analyst (CFA) designation, or progress towards
• Understanding of Global Investment Performance Standards (GIPS) and ability to apply the standards to performance calculations and representations
• Knowledge of practices and procedures of retail-oriented investment products and financial planning
• Strong communications skills, both oral and written, to interact with team, business partners, advisors, senior management and vendors
• Ability to effectively and efficiently multi-task between different projects and recurring tasks
• Ability to execute on small to large scale projects with limited supervision
• Ability to establish and maintain strong relationships with vendors and across the organization
• While it does not include direct people management, the selected candidate will lead through influence, collaboration, and subject matter-expertise
• Ability to stay current with regulatory requirements and best practices

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least three (3) days per week, with flexibility to work from home two (2) days per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Full time(2:00p-10:30p)AWMPO AWMP&S President's OfficeBusiness Support & Operations

Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, military status, veteran status, marital status, pregnancy, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.