Apply on Employer Site

Ameriprise Financial Services, LLC · 2 weeks ago

Manager, Investment Performance & Analytics

Minneapolis, MN

Full-time

Onsite

Mid, Senior Level

$98K/yr - $132K/yr

5+ years exp

Ameriprise Financial Services, LLC is a diversified financial services leader with over $1.5 trillion in assets under management. The Manager on the Investment Performance & Analytics team will advance initiatives related to investment performance reporting, conduct research, and provide analytical support while maintaining performance reporting tools and ensuring compliance.

CommercialConstructionProperty ManagementReal EstateResidential

H1B Sponsor Likely

Responsibilities

In collaboration with other business units (e.g. products, technology, legal, compliance, marketing, training, field implementation, etc.) and vendors, participate in the execution of projects aimed at developing investment products, ensuring compliance, enhancing the quality of the performance data, and improving the front-end experience

Provide data quality oversight, escalation support, process and procedure development, and back-up support to “business and usual” performance reporting operational tasks

Maintain or supervise control-related testing across the various performance tools and processes to ensure a single, cohesive approach to testing/audit protocols of reporting mechanisms and underlying data

In collaboration with other business units, participate in the performance verification compliance process for third-party investment manager performance information on the Advisory Platform

Help maintain business ownership of the performance reporting tools utilized for both client performance reporting and product performance reporting for the Advisory Platform

Qualification

Investment performance measurementPerformance reporting toolsFinancial services experienceRegulatory compliance knowledgeAnalytical skillsLeadership skillsMulti-tasking abilityRelationship managementProject executionGIPSInvestment concepts knowledgePerformance characteristic metricsPortfolio accounting systemsCIPMCFA certificationCommunication skills

Required

5+ years of experience in the financial services industry

Bachelor's Degree or equivalent experience

Strong communications skills, both oral and written, to interact with team, business partners, advisors, senior management and vendors

Ability to effectively and efficiently multi-task between different projects and recurring tasks

Ability to execute on small to large scale projects with limited supervision

Ability to establish and maintain strong relationships with vendors and across the organization

Strong leadership skills to effectively guide junior colleagues

Ability to stay current with regulatory requirements and best practices

Preferred

Investment performance measurement, analysis, and reporting experience in a financial services organization (broker/dealer preferred)

Knowledge in investment concepts, practices, procedures, management operations and tools

Experience with both account level performance and product level composite performance

Conceptual and practical understanding of money-weighted and time-weighted return methodologies, performance characteristic metrics (e.g. alpha, beta), asset allocation, and benchmarking

Experience working with performance measurement and portfolio accounting systems (e.g., Pershing X (fka Albridge), First Rate, InvestCloud (aka APL), Informa Profile Producer, Envestnet, Morningstar Direct, & FactSet)

Certificate in Investment Performance (CIPM) and/or Charted Financial Analyst (CFA) designation, or progress towards

Understanding of Global Investment Performance Standards (GIPS) and ability to apply the standards to performance calculations and representations

Knowledge of practices and procedures of retail-oriented investment products and financial planning

Benefits

Vacation time

Sick time

401(k)

Health, dental and life insurances

Company

Ameriprise Financial Services, LLC

Glassdoor3.8

At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.

Founded in 1990

Vancouver, Washington, USA

5001-10000 employees

https://www.kpsinc.net

H1B Sponsorship

Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (105)

2024 (74)

2023 (62)

2022 (105)

2021 (82)

2020 (73)