Senior Investment Performance Analyst jobs in United States
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Ameriprise Financial Services, LLC · 1 month ago

Senior Investment Performance Analyst

Ameriprise Financial Services, LLC is a diversified financial services leader with over $1.5 trillion in assets under management. They are seeking a Senior Performance Analyst to support investment performance measurement and analysis, including collecting, calculating, and presenting performance results to internal clients.

CommercialConstructionProperty ManagementReal EstateResidential
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H1B Sponsor Likelynote

Responsibilities

Calculation and analysis of relevant fund performance and other analytical data, including ad-hoc data requests
Production of recurring deliverables provided to internal business partners
Actively support implementation of changes impacting performance, including development of solutions
Partner with internal organizations to ensure good data quality and to identify and resolve issues related to reporting
Ensure documentation of relevant processes are complete, detailed and well-maintained
Work on ad-hoc projects as needed

Qualification

Investment performance analysisFund accountingInvestment analytic systemsMicrosoft ExcelCIPMCFAProblem-solving skillsVerbal communicationOrganizational skillsWork independently

Required

BS/BA degree in Business, Finance, Accounting, or similar
Knowledge of investments, fund accounting and reporting
5-7 years work experience in the financial services or investment management industry
A standout colleague who can efficiently meet fast paced target dates
Critical thinker with strong problem-solving skills
Strong verbal and written communications skills
Strong organizational skills
Ability to work independently

Preferred

Curiosity about financial markets
Work experience specific to performance measurement and analytics
Experience with investment analytic systems like FactSet or BlackRock
CIPM, CFA or eager to pursue
Proficiency with Microsoft Excel and Access

Benefits

Vacation time
Sick time
401(k)
Health, dental and life insurances

Company

Ameriprise Financial Services, LLC

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

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)

Funding

Current Stage
Late Stage

Leadership Team

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Angela Grabovsky, CFP®, CRPC®, MBA, APMA®
Private Wealth Advisor, Chief Executive Officer
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Anthony C. Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
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Company data provided by crunchbase