Financial Planning Analyst
1 week ago
Support advisors in creating and delivering comprehensive financial plans for their retail clients.
Key Responsibilities
- Support financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level
- Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful examination of clients' financial documents and advisor inputs
- Generate reports through approved planning tools
- Upskilling oneself with U.S. financial planning concepts to help discuss/prepare plan strategies/ suggestions with advisors in the U.S. via phone or e-mail
- Based on client's financial situation, document advice in the required format shared by the advisors
- Perform activities involved in preparing detailed financial plans within the defined turnaround time and quality metrices
- Manage multiple and evolving priorities and expectations, by working closely with team members and business partners in focused and responsive manner
Required Qualifications
- 6 months - 2 years of work experience in financial services sector is preferred (preferably in a multinational environment)
- Postgraduation in Finance/ Diploma in Financial Planning/ Graduation in Commerce/ Mathematics/ Economics/ Business Management
- Excellent verbal and written communication skills
- Analytical skills to develop data-driven reports with attention to detail.
- Demonstrated ability multitask - manage time and prioritize tasks to meet deadlines
- Strong interpersonal skills
- Willingness to work in a team structure
Preferred Qualifications
- Exposure to financial products like mutual funds, insurance, retirement plans, financial planning, etc. would be an added advantage
- Cross cultural competence
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
(8:00p-4:30a)
India Business Unit
AWMPO AWMP&S President's Office
Job Family Group
Business Support & Operations
-
Financial Planning Analyst
2 weeks ago
Gurgaon, Haryana, India Tyroo Full time ₹ 9,00,000 - ₹ 12,00,000 per yearWe are seeking a highly skilled and detail-oriented individual to join our team as an FP&A (FinancialPlanning and Analysis) Analyst based in Gurgaon, India. As an FP&A Analyst, you will be responsible for providing financial analysis, forecasting, and budgeting support specific to our operations. Your role will involve analyzing financial data, identifying...
-
Financial Analyst
1 week ago
Gurgaon, Haryana, India Spinebiz Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionSpinebiz is a global technology consultancy and systems integrator specializing in IT services, digital transformation, finance & accounting outsourcing, and cybersecurity. We empower businesses with innovative, scalable, and secure solutions to drive growth and efficiency. Our mission is to help enterprises achieve their strategic...
-
Financial Planning Analyst
1 week ago
Gurgaon, Haryana, India Blackberrys Full time ₹ 5,00,000 - ₹ 15,00,000 per yearRole & responsibilitiesFinancial Reporting and Analysis:Prepared monthly PnL, variance analysis and business dashboard.Prepared forecasted PnL and discuss with senior leadership team on risk and opportunities.Drive profitability analysis by business line, and product category.Track key performance indicators (KPI) and operating metrics; highlight risks and...
-
Financial Analyst
1 week ago
Gurgaon, Haryana, India Priquant Ventures Private Limited Full time ₹ 29,600 - ₹ 12,90,908 per yearJob SummaryWe are looking for a Financial Analyst with 2–3 years of hands-on experience to support budgeting, forecasting, investment analysis, and strategic decision-making. You will prepare financial models, analyze trends, monitor performance, and provide actionable insights to business leaders. This role plays a key part in optimizing financial...
-
Financial Analyst
4 hours ago
Gurgaon, Haryana, India Paxcom Full time ₹ 4,00,000 - ₹ 12,00,000 per yearAbout UsPaxcom, a leading Digital Solution Provider, is now a part of Paymentus, a top electronic bill payment provider in North America. Paymentus leads the marketplace with innovative solutions and has recently partnered with PayPal and Alexa to expand its offerings.For more details, visit Location: GurgaonWorking Hours: 2:00 PM to 11:00 PM ISTJoining...
-
Financial Analyst
11 hours ago
Gurgaon, Haryana, India Zoom Communications Full time ₹ 6,00,000 - ₹ 18,00,000 per yearJob Title: Financial AnalystLocation: Gurugram, HaryanaProfessional Experience: 03 to 07 years or moreCTC: LPAType of Employment: Full-timeTimeline for Hiring: ImmediateEducational Qualifications:Bachelors/Master's in Finance, Commerce, Economics, or Accounting.CA / CMA / CFA / MBA (Finance) preferred.About usZOOM is South Asia's largest live broadcast...
-
Senior Analyst Financial Advisory Support
4 days ago
Gurgaon, Haryana, India Ameriprise Financial Full time ₹ 9,00,000 - ₹ 12,00,000 per yearThe candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors' practices. This position will...
-
Financial Planning Analyst
7 days ago
Gurgaon, Haryana, India Ofb Tech Full time ₹ 9,00,000 - ₹ 12,00,000 per yearWhat Youll DoVariance Analysis: Support in analyzing monthly and quarterly variances between actuals and budgets/forecasts, and assist in preparing explanations.Product Costing: Help in evaluating product costs and margins, working with production/operations teams for accurate costing inputs.Month-End Close Reviews: Assist in month-end scrutiny of accounts...
-
Analyst Controllership IND
4 days ago
Gurgaon, Haryana, India Ameriprise Financial Full time ₹ 5,00,000 - ₹ 12,00,000 per yearControllership Analyst will be responsible for perform the balance sheet account reconciliations and ensuring the timelines and accuracyof the financial data. The analyst will work closely with Account owner and Account Manager to investigate and clear off the variances, complete thecertification in the frontier module basis the certification period.Key...
-
Financial Analyst
2 weeks ago
Gurgaon, Haryana, India RJ Corp Retail Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole OverviewThe Incumbent will be aFinancial Analystwith strong expertise in theapparel retail sectorto partner closely with the CFO in driving the company's global growth agenda. This role will be pivotal in analyzing acquisition targets, evaluating country expansion opportunities, and building financial models to support high-stakes investment...