Investor Reporting Associate

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 great 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. Job Description Required to do production of financial report packages. Responsible for ROA creation and quality control for Investment Reviews. Key Responsibilities Associate would be responsible for delivering their clients, custodian and/or their consultants a comprehensive financial activity statement package that includes portfolio & benchmark performance, holdings, portfolio valuation & transactions, portfolio earnings & ROA. Additional reports includes Investment Review Reports for TESE accounts, FAS157 reports, ERISA disclosure reports, meeting books, client presentations etc. Required to consistently work towards anticipating, meeting and exceeding customers’ requirements whilst ensuring effective teamwork at all times. Project meetings with team in US to gain understanding of projects assigned/awarded and kind of output expected along with discussion of issues if any, solution and project progress. Attend team meetings, leader regular meetings, trainings and contribution to innovation / process improvements in the function Required Qualifications Basic MS – Word / Excel, Outlook knowledge Good communication skills (written / oral), interpersonal skills & be an effective team player Sound analytical skills Basic understanding of Capital Markets (esp. Securities, Funds, and Forex Markets) Preferred Qualifications PowerPoint working knowledge Experience on accounting & reporting tools - GIM E3, SSRS, Portstat, MoneyMate & VRS Ability to work independently as well as collaborate with cross – functional teams Ability to manage multiple tasks  In-Office Collaboration We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders.