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Senior Portfolio Investment Analyst Lead

Senior Portfolio Investment Analyst Lead

Ameriprise Financial

8 - 13 years

15 - 20 Lacs

noida gurugram

Posted:4 days ago| Platform:

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Skills Required

finance mathematics financial tools accounting cfp analytical skills financial services bo investment products research economics research and analysis financial planning wealth management cfa statistics

Work Mode

Work from Office

Job Type

Full Time

Job Description

The HNWI Portfolio Analyst will build and analyze investment portfolios for high-net-worth individuals (HNWI). This role demands strong financial acumen, deep product knowledge, and proficiency in portfolio tools and databases. The ideal candidate will have prior experience in the HNW space and demonstrate the ability to work independently while collaborating effectively with internal stakeholders.

Key Responsibilities

Provide support to the US-based Portfolio Strategist in servicing the HNWI portfolios and learn the US investment landscape.
Review, verify, and input investment holding data into portfolio analytic tools to analyze current client/prospect portfolios.
Build and analyze investment portfolios tailored to HNWI clients.
Prepare detailed portfolio reports and client facing investment presentations.
Complete quarterly tasks to maintain the investment teams operational readiness (e.g., update quarterly performance metrics, approved investment strategies lists, etc.)
Leverage Morningstar Direct and Preqin databases for research and analysis.
Collaborate with internal teams to ensure high levels of client satisfaction.
Monitor market trends and identify investment opportunities.
Maintain strong communication with internal teams and product partners.

Required Qualifications

Bachelor's Degree or equivalent experience.
5-7 years of relevant experience, preferably in the financial services industry, including 3-5 years in the HNW wealth management space.
Familiarity with Financial planning concepts and strong analytical and reporting skills.
Strong investment products knowledge or willingness to acquire it (critical for discussions and recommendations).
Experience with financial tools like Morningstar Direct, Preqin etc.
Detailed oriented with strong analytical skills.
Strong communications skills, both oral and written, to interact with team, business partners, advisors, and senior management.
Ability to take direction and work independently with minimal supervision.
Ability to establish and maintain strong relationships with internal teams and across the organization.

Preferred Qualifications

Bachelors degree in mathematics, Finance, Statistics, Economics, or Accounting
Preferred certifications (not mandatory): CFA and/or CFP and/or Series 7/63/66 and/or SIE, or progress towards.

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Ameriprise Financial

Financial Services

Minneapolis

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Senior Portfolio Investment Analyst Lead