01Overview
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 firms 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. Youll 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.
Job Description
This role will support the Investment Research Group (IRG) and the RIA platform by delivering transparent, reliable performance analytics, portfolio reporting, attribution analysis, model oversight, and automated reporting. The individual will work closely with research analysts, quantitative analysts, and business partners to build scalable reporting solutions, generate meaningful advisor insights, and support data-driven decisions for model portfolios and managed account programs.
Key Responsibilities
Lead and support recurring performance reporting for IRG model portfolios, with a focus on producing accurate, timely, and easy-to-use monthly, quarterly, and annual deliverables.
Review model portfolio performance through attribution, benchmark comparisons, holdings analysis, portfolio diagnostics, and model evaluation to help identify key performance drivers and trends.
Develop reporting for peer group analytics, performance rankings, risk-adjusted rankings, and comparative reportin .
