Investor Report Associate

1 week 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

    1 week 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...

  • Investor Relations Role

    2 days ago

    Gurgaon, Haryana, India AKMV Consultants Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role: Investor RelationsLocation: Gurugram (On-site)Job PurposeTo manage communication b/w the company and its investors ensuring transparency and maintain investors' confidence in the company's financial performance and strategy.Key ResponsibilitiesStrategic Communication & Stakeholder EngagementDevelop and execute a comprehensive investor relations...

  • Investor Relations Role

    2 days ago

    Gurgaon, Haryana, India AKMV Consultants Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Designation - Investor Relations (Mid-Senior Level)Experience: 10-15 yearsLocation: GurgaonIndustry: Manufacturing / Automotive / Diversified ConglomerateRole OverviewWe are seeking a seasoned professional to lead and strengthen the Investor Relations function for a large, listed conglomerate with diversified business interests.The role will be pivotal in...

  • Investor Relations Manager

    2 days 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,...

  • Investor Relations Associate

    1 week ago

    Gurgaon, Haryana, India Faad Capital Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    ·      Work alongside the Faad Network teams in the investment closing process·      Manage the overall execution (closing) of transactions by coordinating and monitoring the status of various workstreams across teams and jurisdictions·      Coordinate the funding process including the handling of funds flows and capital...

  • Reporting Associate

    7 days ago

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

    About The RoleWe are seeking a Reporting Associate to join and become a major contributor to our Global Reporting Team. A successful candidate in this position will have demonstrable experience with financial reporting and compliance related responsibilities.The Reporting Associate will be working cross-functionally and have regular interaction with key...

  • Investment Associate

    2 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...

  • Senior Director Investor Relations

    2 days ago

    Gurgaon, Haryana, India Mobikwik Full time ₹ 1,50,00,000 - ₹ 2,50,00,000 per year

    Job Title: Senior Director Investor RelationsLocation: GurgaonAbout the Role:We are looking for an experienced Sr. Director – Investor Relations to manage and strengthen our relationship with investors and drive strategic corporate development initiatives. The role also drives corporate development initiatives, capital allocation, and strategic...

  • Risk Reporting Associate

    1 week ago

    Gurgaon, India NatWest Group Full time

    Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. This role is based in India and as such all normal working days must be carried out in India. Join us as a Risk Reporting Associate - In this key role, you’ll be working with the bank and changing...