Associate, Financial Planning

**Associate, Financial Planning & Analysis**: **Location**: **Gurgaon, Haryana** Team: **Financial Planning & Analysis** Job Requisition #**:R256077** Date posted**:Aug. 07, 2025

Prepare annual, semiannual, and quarterly financial reports for the Columbia Mutual Funds, Life and Annuity Products and Collective Funds, including financial statements, notes to the financial statements, financial highlights and portfolio of investments. Preparation of various internal reports and reports that are filed with regulatory agencies including...

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...

Description About this role Business Unit Overview: The Financial Planning & Analysis (FP&A) team is critical to helping senior managers understand the business of investment management at BlackRock. We guide and produce budgets, short and long-range forecasts; build and analyze business metrics and identify cost savings opportunities; deliver economic...

Field Compensation Analysts in EAR Award Administration are responsible for the service and administration of Experienced Advisor Recruiting (EAR) offer letter components and additional programs which support advisor recruitment and growth. Activities include client service, award measurement, and loan/bonus origination and maintenance using Access and Excel...

Description About this role Business Unit Overview: BlackRock recognizes the importance of quality and accurate business intelligence needed to make critical business decisions at all levels of the organization. The BlackRock FP&A team is aligned to the firm’s overall organizational structure in order to appropriately engage with each business unit to...

As a member of the Fund Administration Financial Reporting team, you will join a growing team focused on monthly, quarterly and annual deliverables. **Responsibilities** Prepare and review monthly Form N-PORT for all assigned mutual funds with the SEC Review financial information for accuracy and analyze various financial relationships Complete all...

Perform Accounting, Reconciliation, and Reporting functions on day to day basis for Specialized Accounting processes for Inter company, Fixed Assets, Software Capitalization, Fee Billing, Real Estate Accounting, Allocations, etc. Accurately and timely meet all internal and external service level agreements (SLAs). **Responsibilities** Perform the...

The role is responsible for providing support to the Business Intelligence & Analytics team within Columbia Threadneedle Investments, an asset management group of Ameriprise Financial. This individual will be responsible for end-user support, maintenance and updates to the platform. They will work collaboratively with business users to understand issues,...

Perform Accounting, Reconciliation, and Reporting functions on day to day basis for Specialized Accounting processes for Inter company, Fixed Assets, Software Capitalization, Fee Billing, Real Estate Accounting, Allocations, etc. Accurately and timely meet all internal and external service level agreements (SLAs). **Responsibilities** Perform the...