Investor Report Associate

9 hours ago

Gurugram Haryana, 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 send-ons, Attribution reports, Risk Reports, 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 2+ 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 Report Associate

    4 days ago

    Haryana, India Ameriprise Financial Full time

    Production of financial report packages, Investment review and performance reports. Responsible for ROA creation and quality control for Inv 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...

  • Investor Report Assoc-cm Ind

    2 weeks ago

    Gurugram, Haryana, India Ameriprise Financial Full time

    Required to do production of financial report packages. Responsible for ROA creation and quality control for Investment Reviews. **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,...

  • Investor Relations

    3 weeks ago

    Gurugram, India AKMV Consultants Pvt Ltd Full time

    Role: Investor Relations Location: Gurugram (On-site) Job Purpose: To manage communication b/w the company and its investors ensuring transparency and maintain investors’ confidence in the company’s financial performance and strategy. Key Responsibilities: 1. Strategic Communication & Stakeholder Engagement • Develop and execute a...

  • Investor Relations

    2 weeks ago

    Gurugram, India AKMV Consultants Full time

    Job Description Role: Investor Relations Location: Gurugram (On-site) Job Purpose: To manage communication b/w the company and its investors ensuring transparency and maintain investors confidence in the company's financial performance and strategy. Key Responsibilities: 1. Strategic Communication & Stakeholder Engagement Develop and execute a...

  • Investor Relations Manager

    7 days ago

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

    Role Overview: As an Investor Relations Manager at Sadbhav Futuretech Limited, you will have the exciting opportunity to work closely with senior leadership in representing a fast-growing renewable energy and agri-tech company to investors, analysts, market researchers, and stakeholders. Key Responsibilities: - Prepare and manage investor communications...

  • Financial Reporting Associate

    2 weeks ago

    Gurugram, Haryana, India 4X4 Advisory Service Private Limited Full time

    **Job Title: Financial Reporting Associate** **Location**: Gurgaon **Department**: Finance **Reports To**: Finance Manager / Financial Controller **Job Summary**: **Key Responsibilities**: - Prepare and review monthly, quarterly, and annual financial statements in compliance with IFRS. - Assist in the consolidation of group financial reports (if...

  • Ri Reporting Associate

    4 days ago

    Gurugram, Haryana, 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...

  • Associate Price Reporter, Chemicals

    10 hours ago

    Gurugram, Haryana, India S&P Global Full time

    **Associate Price Reporter, Chemicals**: - Gurgaon, India - Editorial Group - 318746 **Job Description**: **About The Role**: **Grade Level (for internal use)**: 09 ** The Role**: Associate Price Reporter, India and Middle East Chemicals Markets - S&P Global Commodity Insights is the leading provider of energy pricing, news, and analytics. We’re...

  • Esg Associate

    2 weeks ago

    Gurugram, Haryana, India FarMart Full time

    **About FarMart** We are a modern food supply network of farming communities, food businesses and consumers. Our mission is to make food value chains more resilient, reliable and rewarding for all of humanity. At FarMart, we are building the good food economy. FarMart is proud to have partnered with and backed by renowned VCs like General Catalyst, Matrix...

  • Associate, Reporting

    1 week ago

    Gurugram, Haryana, India Gartner Full time

    **Description**: **About the role**: This role sits in the HR Strategy & Operations division and will play a critical role in defining and driving data quality, reliability and accessibility across HR systems and reporting. This role's impact lies in the ability to monitor data quality across systems, troubleshoot issues and make recommendations to resolve....