Investor Report Associate

1 day ago

Gurgaon, India Ameriprise Financial Full time

Production of financial report packages, Investment review and performance reports.
Responsible for ROA creation and quality control for Investment Reviews.
Investigate and validate daily, weekly, monthly and quarterly reports and deliver to client, Investment Relationship Manager, custodian etc.
Work independently on research and validation reports packages and meet predefined SLA
Project meetings with US/UK business partners to gain understanding of projects
Attend team meetings, leader regular meetings, trainings and contribution to innovation / process improvements in the function.

**Responsibilities**

Associate would be responsible for delivering their clients, custodian and/or their consultants a comprehensive financial activity statement package that includes portfolio & benchmark performance, holdings, portfolio valuation & transactions, portfolio earnings & ROA. Additional reports includes Investment Review Reports for TESE accounts, FAS157 reports, ERISA disclosure reports, meeting books, client presentations etc. Required to consistently work towards anticipating, meeting and exceeding customers’ requirements whilst ensuring effective teamwork at all times.
Project meetings with team in US to gain understanding of projects assigned/awarded and kind of output expected along with discussion of issues if any, solution and project progress.
Attend team meetings, leader regular meetings, trainings and contribution to innovation / process improvements in the function

**Required Qualifications**

MBA - Finance or B.Com with 1+ years of work experience
Basic understanding of Capital Markets (esp. Securities, Funds, and Forex Markets)
Good communication skills (written / oral), interpersonal skills & be an effective team player
Ability to work independently as well as collaborate with cross - functional teams
Sound analytical skills
Basic MS - Word / Excel, Outlook knowledge

**Preferred Qualifications**

PowerPoint working knowledge
Ability to manage multiple tasks
Experience on accounting & reporting tools - GIM E3, SSRS, Portstat, MoneyMate & VRS is added advantage

**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.

  • Investor reporting

    2 weeks ago

    Gurgaon, Haryana, India Trufrost & Butler Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionTrufrost & Butler is a premier provider of commercial refrigeration and foodservice equipment, dedicated to helping businesses succeed and thrive. With a strong presence in India and Sri Lanka, we deliver a truly international portfolio of cooling and foodservice solutions. Founded by industry veterans with decades of hands-on expertise,...

  • Investor Relations Associate

    7 days ago

    Gurgaon, Haryana, India IAF Venture Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionIAF Venture connects entrepreneurs seeking early stage growth capital with a diverse investor community. Our network consists of over 100 angel investors who collaborate with entrepreneurs on their transformative visions and ideas. We provide opportunities for wealth creation by matching promising startups with resourceful and...

  • Associate Director – Investor Relations

    5 days ago

    Gurgaon, Haryana, India Shiprocket Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Associate Director – Investor RelationsGurugram, HaryanaDepartment FinanceJob posted on August 6, 2025Employee Type permanentExperience range 5+ yearsABOUT SHIPROCKETWe're on a mission to make e-commerce simple, accessible, and trustworthy. We enable e-commerce sellers with AI-driven technology and dependable services encompassing conversion, order...

  • Investor Relations

    7 days ago

    Gurgaon, India Climate Angel Full time

    Upload CV **The Role** We are scaling at a crazy pace and are doing new things that we weren’t doing last year. You need to able to roll up your sleeves, pick up broken pieces & have an urge to make the result successful. **Responsibilities**: You will be leading the interaction with start-ups and investors for the purpose of deal syndication. The job...

  • Investor Relations Specialist

    2 weeks ago

    Gurgaon, Haryana, India myfollo Full time ₹ 8,00,000 - ₹ 20,00,000 per year

    Company Description, a technology brand of Valion P.R.E.F.O., is India's first "Private Real Estate Family Office" offering innovative solutions in real estate advisory and transactions. The company operates on an "Aggregate, Control & Transact" model, engaging property owners and developers online to optimize inventory and facilitate efficient transactions....

  • VP-Investor Relations

    3 days ago

    Gurgaon, Haryana, India Z1 Tech Full time ₹ 15,00,000 - ₹ 60,00,000 per year

    We are seeking a highly skilled and strategic VP-Investor Relations to lead our engagement with investors, analysts, and key stakeholders. The ideal candidate will have extensive experience in Investor Relations (IR), preferably in publicly listed companies or investment banking, and possess a strong financial acumen.What you will do:Develop and execute the...

  • Manager - Investor Relations

    1 day ago

    Gurgaon, Haryana, India IndiGo (InterGlobe Aviation Ltd) Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Objectives of the RoleCommunicating in line with best practice and regulation: Ensure all external communications meet legal and industry standards for accuracy and transparency.Educating international financial audiences: Share clear information about the IndiGo's strategy to global investors and analysts.Coordinating internal processes: Work with various...

  • VP-Investor Relations

    1 day ago

    Gurgaon, Haryana, India Z1 Tech Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    We are seeking a highly skilled and strategic VP-Investor Relations to lead our engagement with investors, analysts, and key stakeholders. The ideal candidate will have extensive experience in Investor Relations (IR), preferably in publicly listed companies or investment banking, and possess a strong financial acumen. What you will do:Develop and...

  • Investor Relations Manager

    24 hours ago

    Gurgaon, Haryana, India Sadbhav Futuretech Limited Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    We're Hiring:Investor Relations Managerat Sadbhav Futuretech LimitedSadbhav Futuretech Limited is seeking an experienced Investor Relations Manager to join our growing team in Gurugram.This is a fantastic opportunity to work closely with senior leadership and represent a fast-growing renewable energy and agri-tech company in front of investors, analysts,...

  • Investment Associate

    3 days ago

    Gurgaon, Haryana, India GAJAPATI CAPITAL Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Investment Associate Intern — Gajapati CapitalGurugram | On-site | InternshipAbout Us:Gajapati Capital is an investment firm focused onluxury real estate, commercial assets, and private investments. We work with HNIs and investors to identify, analyze, and execute high-value opportunities.Role Overview:We're looking for anInvestment Associate Internwho's...