
Financial Planning Analyst
2 weeks ago
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 timeTimings
(8:00p-4:30aIndia Business Unit
AWMPO AWMP&S President's OfficeJob Family Group
Business Support & Operations-
Senior Financial Planning Analyst
1 week ago
Gurgaon, Haryana, India Ameriprise Financial Services, LLC Full time ₹ 9,00,000 - ₹ 12,00,000 per yearThe candidate will support Client Relationship Managers in creating and delivering comprehensive financial plans for their retail clients. The specialist will complete data inputs in financial planning tools and document the recommendations provided by the advisors.Key ResponsibilitiesInternal Operational activities:Support Ameriprise Advisor Center...
-
Analyst - Financial Planning & Analysis
3 days ago
Gurgaon, Haryana, India Skeps Full timeAs a Financial Planning and Analyst, you will -- Monitor and manage cash flow, working capital, and liquidity requirements.- Ensure adherence to internal controls, compliance standards, and financial policies.- Analyze financial performance against budgets, forecasts, and historical results.- Deliver monthly and quarterly financial reports with variance...
-
Financial Planning And Strategy
3 weeks ago
Gurgaon, Haryana, India Sun Life Financial Full timeYou are as unique as your background experience and point of view Here youll be encouraged empowered and challenged to be your best self You ll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you Your leaders will inspire and help you reach your potential and soar to new heights Every day you ll...
-
Financial Analyst
4 weeks ago
Gurgaon, Haryana, India Informatics Full timeHiring Alert - Financial Analyst (CA) | Copper Mining IndustryWe are urgently looking for a Financial Analyst (CA qualified) with solid experience in the copper mining industry for one of our esteemed clients.Key Responsibilities:- Oversee day-to-day finance and accounting operations, including accounts payable, receivable, general ledger, and bank...
-
Digital Marketing Analyst
4 weeks ago
Gurgaon, Haryana, India Ameriprise Financial Full timeThe candidate will be responsible to take up an instrumental role and help conduct smooth operations for dedicated advisor a team of financial advisors to help provide outstanding digital marketing experience and enable client acquisitions The digital marketing expert will assist in managing and organizing relevant digital marketing tools permissible as...
-
Strategic Financial Analyst
3 days ago
Gurgaon, Haryana, India beBeeFinancial Full time US$ 9,00,000 - US$ 12,00,000Business Analyst RoleWe are seeking a highly skilled Business Analyst to join our team. This is a key role that will involve managing financial data, preparing financial reports, and analyzing financial trends.Key Responsibilities:Manage and analyze financial data to identify trends and opportunities.Prepare financial reports for stakeholders, including...
-
Financial Planning
4 weeks ago
Gurgaon, Haryana, India VK Catalyst Consultancy LLP Full time- To oversee budgeting, forecasting, and financial analysis to support business strategy and decision-making. - Develop financial models, and provide insights to senior management. - The role requires strong analytical, communication, and leadership skills. - Budgeting and Forecasting -Managing the annual budgeting process, developing financial forecasts,...
-
Gurgaon, Haryana, India HireRight Full timeOverview The Senior Manager, FP&A Strategy will serve as a key partner to the Director of FP&A Strategy in delivering strategic financial insights and driving planning processes for Operations function across the company. This role is responsible for managing the execution of annual and long-range planning, coordinating cross-functional inputs, and ensuring...
-
Financial Planning
3 weeks ago
Gurgaon, Haryana, India AMH Services Private Limited Full timeFinance FP&A Revenue & Cost Finance Shared Services (FSS) TeamAMH Finance Shared Services (FSS) Team interacts and collaborates with finance teams of operating companies of the Argenbright Group in the US & Europe.The FSS team is involved in core finance activities such as accounts payable, month-end close, financial planning & analysis (FP&A), procurement,...
-
Senior Financial Analyst
7 days ago
Gurgaon, Haryana, India HireRight Full time ₹ 15,00,000 - ₹ 25,00,000 per yearAbout HireRightHireRight is the premier global background screening and workforce solutions provider. We bring clarity and confidence to vetting and hiring decisions through integrated, tailored solutions, driving a higher standard of accuracy in everything we do. Combining in-house talent, personalized services, and proprietary technology, we ensure the...