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Ameriprise Financial
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Reporting Associate RC IND

Reporting Associate RC IND

Ameriprise Financial

1 - 3 years

3 - 5 Lacs

gurugram

Posted:3 hours ago| Platform:

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Skills Required

service level manager quality assurance process improvement mutual funds financial planning agile workflow manager quality control asset management wholesale

Work Mode

Work from Office

Job Type

Full Time

Job Description

As part of the Digital & Sales Enablement team within Marketing, you will be part of the presentations team supporting both Wholesale and Institutional channels with their product presentations through PowerPoint and utilizing our Sales Enablement Platform Seismic. Working with internal and external stakeholders/parties to ensure data, process and ultimately presentations are delivered in a timely and accurate state. The role includes presentations production, peer review decks to supports the team and ensure quality control and submit through compliance for final approval.

Key Responsibilities
Critical responsibility would be to transition, standardize, optimize and produce PowerPoint product and strategy presentations. Work with a variety of stakeholders including investment and sales teams to update presentations. Source data from approved sources, check data and input into presentations. Have a solid understanding of the regulatory and compliance framework for asset management and ensure deck adherence

Perform assigned processes and reporting in accordance with policies, procedures and controls, meeting and/or exceeding established service level agreement. Required to consistently work towards anticipating, meeting and exceeding client requirements whilst ensuring effective teamwork at all times. Accountable for proactive identification of risks/issues, developing well thought out solutions. Communicate effectively with the team on work and progress to allow for more agile management by the Presentations Lead in workflow meetings.

Be a go getter and proactive member supporting team and stakeholders in day to day queries. Raise issues to concerned teams and seek active resolution. Train and mentor new members of the team. Do quality assurance and make sure all books and records are clean. Work on process improvement opportunities and support business support team with change initiatives.

Active engagement in change initiative and provide subject matter expertise and effectively communicate across multiple audiences. Developed understanding of reporting applications, reports and authoritative data sources.
Attend team meetings, huddle, leaders regular meetings, trainings and contribution to innovation / process improvements in the function. Required Qualifications
Experience as presentations producer in PowerPoint and Strong knowledge of Excel Good attention to detail. Strong communications skills (written / oral), interpersonal skills & be an effective team playerSound analytical skills An understanding of Asset managers and Asset Management products.

Experience of asset management data sets Performance, Characteristics, holdings, etc

Demonstrable organizational skills

Preferred Qualifications
Experience of Seismic

IMC/IAQ preferred
Ability to work independently as well as collaborate with cross functional teams Ability to manage multiple tasks

(2:00p-10:30p)

Mutual Fund Operations

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Reporting Associate RC IND