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Ameriprise Financial
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Associate-RI Reporting

Associate-RI Reporting

Ameriprise Financial

1 - 3 years

3 - 5 Lacs

Gurugram

Posted:2 months ago| Platform:

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Skills Required

President Usage Mutual funds Focus Financial planning Manager Technology Manual Asset management Management Monitoring

Work Mode

Work from Office

Job Type

Full Time

Job Description

This Position is Responsible for timely and accurate production and delivery of ESG/RI reporting Which includes Report creation/generation and validation of various types of reports including manual reports Maintain CPM queries related to RI reporting and working with Vermilion Reporting Suite Be responsible for timely reporting and managing on time delivery of ESG/RI & TCFD reports Understand the Vermilion Reporting Suite application and able to able to understand the features Use data from a variety of sources to analyze complex business issues, as well as incorporating company and industry knowledge to answer business questions, identify issues, and recommend corrective courses of action Understanding of data flow from various sources like Aladdin & FactSet Monitor and resolve exceptions from RI Management supported business and technology systems, Perform assigned processes and reporting in accordance with policies, procedures and controls, meeting and/or exceeding established service levels Required to consistently work towards anticipating, meeting and exceeding customers requirements whilst ensuring effective teamwork at all times Accountable for proactive identification of risks/issues, developing well thought out solutions Provide appropriate escalation when clients expectations are at risk or cannot be met Obtain appropriate approvals and alignments from stakeholders and leaders for exception processes

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Associate-RI Reporting