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Investor Reporting Associate

Ameriprise India·Gurugram

Pay not statedJunior levelFull-time
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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

  • 1–3 years in data & business analytics
  • Reporting
  • Excel
  • Capital markets
  • Valuation
  • Any graduate

Good to have

  • Mutual funds
  • PowerPoint

What you get

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