Ameriprise Financial, Inc

Data, Analytics & Reporting Analyst - Investment Consultancy & Oversight and Multi-Manager Solutions

Ameriprise Financial, Inc$115K — $145K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's or Master's degree in a quantitative field (Math, Statistics, Computer Science, Data Science, or similar).
  • 3-7 years' experience in data analytics, quantitative development, or reporting within investment management or financial services.
  • Advanced proficiency in Python, R, and SQL; experience with database platforms.
  • Strong communication skills to explain complex concepts to diverse audiences.
  • Proven ability to manage multiple priorities and deliver high-quality work to deadlines.

Responsibilities

  • Collaborate with Coverage Analysts and Investment professionals to translate analytical needs into data solutions.
  • Source, validate, and maintain investment data across various platforms for oversight and research activities.
  • Build and enhance quantitative models and analytical tools used for performance attribution and investment scenarios.
  • Produce regular and ad-hoc reports for investment teams, ensuring timely and accurate delivery.
  • Drive efficiency improvements through automation and process optimization.
  • Coordinate with Enterprise Technology and IT on technology enhancement projects.
  • Support cross-functional collaboration with team members across global locations.

Benefits

  • Comprehensive benefits program that supports health and well-being, including health, dental, and life insurance.
  • 401(k) retirement plan options with employer contributions.
  • Paid vacation and sick time to promote work-life balance.
  • Bonus and incentive eligibility based on performance.
Full Job Description
Job Description

The Data, Analytics & Reporting Analyst sits within the Data Engineering team and supports the Investment Consultancy & Oversight and Multi-Manager Solutions businesses. The role partners closely with Coverage Analysts, Investment Strategy & Research, and investment professionals to deliver high-quality data, analytics, models, and reporting that underpin investment oversight, research, portfolio construction, and manager selection.

This is a hands-on role for a self-directed analyst who takes ownership of their work, improves data quality and analytical capabilities, and brings innovative ideas to enhance efficiency and impact.

Key Responsibilities

Partnership with Coverage Analysts, Investment Strategy & Research, and Multi-Manager Solutions

Work in close, ongoing collaboration with the Coverage Analysts and Investment Strategy and Research team, as well as the investment professionals within Multi-Manager Solutions, to understand their analytical needs and translate those needs into effective data solutions, models, and reporting. This is a service partnership built on mutual respect and shared objectives - the analyst should expect to be embedded in the research, oversight, and portfolio construction workflows of both businesses. Participate in research discussions and project planning to ensure that data and analytical capabilities are aligned with the priorities of both Investment Consultancy & Oversight and Multi-Manager Solutions. Proactively identify gaps in existing tools or data coverage and propose solutions that enhance the teams' ability to generate insights and support investment decision-making.

Data Management & Quality

Source, validate, and maintain investment data across multiple platforms and databases to support all investment oversight, research, and multi-manager activities. Ensure data quality, consistency, and accessibility for the Coverage Analysts, Investment Strategy and Research team, Multi-Manager Solutions team, and broader stakeholders. Resolve data issues, enhance data infrastructure and manage data feeds.

Quantitative Development & Analytical Tools

Build, maintain, and enhance quantitative models, analytical tools, and performance attribution systems used across Investment Consultancy & Oversight and Multi-Manager Solutions. Develop automated solutions that improve the efficiency and accuracy of recurring analytical workflows. Support backtesting, scenario analysis, and factor-based research efforts in coordination with the Investment Strategy & Research team and Multi-Manager Solutions investment professionals. Apply sound model governance practices including documentation, version control, and validation protocols.

Reporting & Dashboard Development

Continuously evaluate reporting processes for opportunities to improve clarity, efficiency, and automation. Produce regular and ad-hoc reports for investment teams, senior management, and oversight committees across both businesses, ensuring timely and accurate delivery of performance reports, risk metrics, and strategy dashboards. Design and maintain dashboard capabilities that provide Coverage Analysts, Investment Strategy and Research, and Multi-Manager Solutions professionals with ready access to the data and visualizations they need.

Process Improvement & Innovation

Drive efficiency improvements through automation, process optimization, and the adoption of new technologies and methodologies. Identify opportunities to leverage emerging capabilities including artificial intelligence and machine learning to enhance the team's analytical infrastructure. Support new product development and market research efforts through data analysis and quantitative modeling. Approach recurring process with a critical eye toward whether it can be done better, faster, or more reliably.

Cross-Functional Collaboration

Collaborate with Enterprise Technology and IT teams on technology enhancement projects and platform development. Support the Investment Risk Management team with data and analytical needs as required. Coordinate effectively with team members across Boston, New York, London, and India to ensure seamless collaboration across time zones and consistent quality standards.

Required Qualifications
  • Bachelor's or Master's degree in a quantitative field (Math, Statistics, Computer Science, Data Science, or similar).
  • 3-7 years' experience in data analytics, quantitative development, or reporting within investment management or financial services.
  • Advanced proficiency in Python, R, and SQL; experience with database platforms.
  • Strong communication skills with the ability to explain complex concepts to technical and non-technical audiences.
  • Proven ability to manage multiple priorities and deliver high-quality work to deadlines.


Preferred Qualifications
  • CFA, FRM, or similar professional certification.
  • Experience with cloud platforms (AWS/Azure), big data, or BI tools.
  • Background in investment consulting, multi-manager, or investment operations.
  • Experience with Bloomberg, FactSet, Morningstar, eVestment, Aladdin.
  • Strong understanding of investment data, portfolio analytics, performance attribution, and risk.
  • Demonstrated initiative, intellectual curiosity, and problem-solving mindset.


Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary

The estimated base salary for this role is $115,000 - $145,000 per year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurance.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Investment Management

Line of Business

AMINV US Asset Management

About Ameriprise Financial, Inc

Ameriprise Financial, Inc Careers

Joining Ameriprise Financial, Inc presents an unparalleled opportunity to advance your career with a leader in financial services. Our team of professionals is dedicated to fostering an environment of growth, innovation, and leadership. Work You’ll Do At Ameriprise Financial, Inc, you will be part of a culture that thrives on diversity, professional excellence, and ethical standards. Our employees are empowered to master their roles and contribute to the company’s success through continuous personal and professional development. Transform Your Career Lead your career on a path of continuous growth with Ameriprise Financial, Inc. Our company stands at the forefront of the financial industry, integrating cutting-edge technology and substantial market expertise to deliver exceptional service to our clients. Work with a team of skilled professionals who are committed to a culture of innovation and exceptional leadership. Collaborate on projects that reshape financial planning and improve client outcomes. Ameriprise Financial, Inc Job Opportunities We are actively hiring and have a variety of job opportunities that cater to different skills and career levels. From entry-level positions to leadership roles, Ameriprise Financial, Inc offers a dynamic work environment where your skills will be honed and your achievements recognized. Join our team and contribute to our mission of helping clients achieve their financial goals. Explore positions in areas such as financial advising, customer service, IT, and more. Internship Programs Kickstart your career with an Ameriprise Financial, Inc internship. Our internships provide invaluable workplace experience, networking opportunities, and insights into the financial services industry. Interns at Ameriprise Financial, Inc are crucial team members, working alongside seasoned professionals and contributing to real-world projects. Benefits and Growth Ameriprise Financial, Inc is committed to the growth and development of our employees. We offer competitive benefits, diversity training, and professional development programs that encourage our team to stay ahead in the industry. Our benefits package includes health, dental, and vision insurance, retirement plans, and generous paid time off. Leadership and Development Develop your leadership skills through targeted training and mentorship at Ameriprise Financial, Inc. We believe in nurturing leadership potential and offer various programs designed to help you grow into a visionary leader within the company. Stay Connected Join Our Team Search for open positions that match your skills and interests. We are looking for passionate, curious, and driven team players. Start your journey with Ameriprise Financial, Inc today and build a career that you can be proud of. SEARCH AMERIPRISE FINANCIAL JOBS Keep Up to Date Stay informed with career tips, insider perspectives, and industry-leading insights you can use today—all from the people who work here. READ CAREERS BLOG Job Alert Emails Customize your subscription to receive job alerts, the latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding opportunities that await at Ameriprise Financial, Inc.
Learn more about Ameriprise Financial, Inc
Size
12,000 employees
Market Cap
$32.7 billion
Industry
Net Income
$1.5 billion
Founded
1894
5 Year Trend
+2.6%
Revenue
$11.9 billion
NASDAQ

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