Investor Reporting Associate
GurugramFull-timeJunior levelPosted 2 days ago
Junior data analytics role at Ameriprise India in Gurugram.
About the role
Responsible for ROA creation and quality control for Investment Reviews.
What you'll do
- Associate would be responsible for delivering their clients, custodian and/or their consultants a comprehensive financial activity statement package that includes…
- Additional reports includes Investment Review Reports for TESE accounts, FAS157 reports, ERISA disclosure reports, meeting books
- Attend team meetings, leader regular meetings, trainings and contribution to innovation / process improvements in the function
What you need
- Reporting
- Excel
- Capital markets
- Valuation
Good to have
- Mutual funds
- PowerPoint