08 Sep
|
Ameriprise India
|
Noida
08 Sep
Ameriprise India
Noida
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. 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 outstanding 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.
Oversight review of annual, semiannual, tailored shareholder's report and quarterly financial reports,
and other internal and external reports for Mutual Funds, Life and Annuity Products, and Collective Funds, which include financial statements, notes to the financial statements, financial highlights. Provide supervision to the team, including leading, coaching, and mentoring. Also, be responsible for work allocation/management among team members and their performance management.
Key Responsibilities
Oversight review of annual, semi-annual, and quarterly financial reports, which includes tailored shareholder report, financial statements, notes to the financial statements, financial highlights, and portfolio of investments. Validate financial information for accuracy and analysis of various financial relationships. Review various control roll forwards, reconciliations, and other supporting documentation.
High level review of reports/ filings, such as Forms 24f-2, N-MFP, N-CSR/CPO-PQR, NFA, that a
📌 Team Lead (Noida)
🏢 Ameriprise India
📍 Noida