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, leader's 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
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Timings
India Business Unit
Job Family Group