Senior Financial Analyst at Lamb Weston driving financial analysis and reporting for supply chain management. Partnering with Procurement and ESG teams to enhance financial strategies and sustainability initiatives.
AL
Hybrid Analyst, Investment Performance Reporting
Posted 5 months ago
About the role
- Analyst assessing investment performance reporting for Ameriprise Financial's AWM segment. Collaborate across teams to enhance reporting capabilities and ensure compliance with performance standards.
Responsibilities
- Serve a critical function in advancing initiatives within the broker dealer's Advice & Wealth Management (AWM) segment
- Conduct research and define/document business requirements
- Provide analytical and reporting support
- Contribute to the development and maintenance of infrastructure for performance reporting capabilities
- Collaborate with other business units to enhance performance data
- Maintain an intake process for questions/escalations related to performance reporting tools
- Maintain control-related testing across various performance tools
- Verify compliance with Global Investment Performance Standards (GIPS) for third-party products
- Maintain business ownership of performance reporting tools
Requirements
- 3+ years of experience in the financial services industry
- Bachelor's Degree or equivalent experience
- Reporting and analysis experience in a financial services organization (broker/dealer preferred)
- Knowledge in investment concepts, practices, procedures, management operations and tools
- Conceptual and practical understanding of various performance metrics
- Strong communication skills, both oral and written
- Ability to multi-task between different projects
- Ability to execute on small to medium scale projects with limited supervision
- Experience working with performance measurement and portfolio accounting systems
- CIPM and/or CFA designation, or progress towards
- Understanding of GIPS and ability to apply the standards
Benefits
- vacation time
- sick time
- 401(k)
- health insurance
- dental insurance
- life insurance
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