Senior Portfolio Investment Analyst Lead at Ameriprise Financial Services, LLC

Gurugram, haryana, India -

Full Time

Start Date

Immediate

Expiry Date

03 Apr, 26

Salary

0.0

Posted On

03 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Acumen, Product Knowledge, Portfolio Tools, Analytical Skills, Reporting Skills, Investment Products Knowledge, Communication Skills, Collaboration, Market Trends Monitoring, Client Satisfaction, Data Verification, Portfolio Analysis, Presentation Skills, Operational Readiness, Research Skills, Attention to Detail

Industry

Financial Services

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 team’s 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 Bachelor’s 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. 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 Full time Timings (4:45p-1:15a) India Business Unit AWMPO AWMP&S President's Office Job Family Group Business Support & Operations We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Responsibilities

The Senior Portfolio Investment Analyst Lead will build and analyze investment portfolios for high-net-worth individuals while supporting the US-based Portfolio Strategist. Key tasks include reviewing investment data, preparing reports, and monitoring market trends.