Description
As a Team Lead - Research Analyst on the Investment Performance team, you will serve a critical function in advancing initiatives within the broker dealer's Advice & Wealth Management (AWM) segment, specifically those related to investment performance reporting. Responsibilities include conducting research, defining and documenting business requirements, and providing analytical and reporting support. Additionally, you will contribute to the development and ongoing maintenance of the infrastructure necessary to sustain and enhance performance reporting capabilities across the AWM segment of Ameriprise Financial.Key Responsibilities
In collaboration with other business units (e.g. products, technology, legal, compliance, marketing, training, field implementation, etc.) and vendors, participate in the execution of projects aimed at developing investment products, ensuring compliance, enhancing the quality of the performance data, and improving the front-end experience Provide data quality oversight, escalation support, process and procedure development,



and back-up support to “business and usual” performance reporting operational tasks. Maintain or supervise control-related testing across the various performance tools and processes to ensure a single, cohesive approach to testing/audit protocols of reporting mechanisms and underlying data In collaboration with other business units, participate in the performance verification compliance process for third-party investment manager performance information on the Advisory Platform Help maintain business ownership of the performance reporting tools utilized for both client performance reporting and product performance reporting for the Advisory Platform The team is headquartered in Minneapolis, MN. Candidates will be based out of India office, with regular virtual collaboration via Microsoft Teams.
Required Qualifications
5+ years of experience in the financial services industry Master's Degree or equivalent exp

📌 Lead Performance Noida (India)
🏢 56672 Ameriprise India
📍 India