Investor Report Assoc-cm Ind
5 months ago
This Position is Responsible for timely and accurate production and delivery of ESG/RI reporting. Which includes Report creation/generation and validation of various types of reports including manual reports. Maintain CPM queries related to RI reporting and working with Vermilion Reporting Suite.
**Key Responsibilities**
- Associate be responsible for timely reporting and managing on time delivery of ESG/RI & TCFD reports.
- Use data from a variety of sources to analyze complex business issues, as well as incorporating company and industry knowledge to answer business questions, identify issues, and recommend corrective courses of action.
- Understanding of data flow from various sources like Aladdin & FactSet.
- Monitor and resolve exceptions from RI Management supported business and technology systems,
- Perform assigned processes and reporting in accordance with policies, procedures and controls, meeting and/or exceeding established service levels.
- Required to consistently work towards anticipating, meeting and exceeding customers’ requirements whilst ensuring effective teamwork at all times.
- Accountable for proactive identification of risks/issues, developing well thought out solutions.
- Provide appropriate escalation when clients' expectations are at risk or cannot be met.
- Obtain appropriate approvals and alignments from stakeholders and leaders for exception processes.
- Participation in various process development testing. Able to resolve the queries asked by the CPM and escalate it to the right owners of the data.
- Attend team meetings, leader regular meetings, trainings and contribution to innovation / process improvements in the function
**Required Qualifications**
- Basic MS - Word / Excel, Outlook knowledge
- Good communication skills (written / oral), interpersonal skills & be an effective team player
- Sound analytical skills
- Basic understanding of Capital Markets (esp. Securities, Funds, and Forex Markets)
**Preferred Qualifications**
- PowerPoint working knowledge
- Experience working cross-organizationally with both Business and Technology groups.
- Ability to meet tight deadlines with a high degree of accuracy.
- Sound knowledge of ESG reporting
- Ability to manage multiple tasks
**About Our Company**
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. 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.
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, veteran status, marital status, family status or any other basis prohibited by law.
**Full-Time/Part-Time**
Full time
**Timings**
(2:00p-10:30p)
**India Business Unit**
AWMPO AWMP&S President's Office
**Job Family Group**
Mutual Fund Operations
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