Ameriprise Financial, Inc

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

Ameriprise Financial, Inc$170K — $183K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in data analysis or quantitative research
  • Proficient in data management tools and data validation processes
  • Strong analytical skills with an ability to develop quantitative models
  • Familiarity with performance attribution and analytical tool development
  • Excellent communication and collaboration abilities across teams

Responsibilities

  • Collaborate with analysts and investment professionals to identify analytical needs
  • Source and validate investment data to ensure consistency and quality
  • Build and enhance quantitative models and analytical tools
  • Produce regular performance and risk metric reports for stakeholders
  • Identify process improvement opportunities through automation and optimization
  • Collaborate with IT teams on technology enhancements
  • Coordinate effectively across global teams to maintain quality standards

Benefits

  • Flexible work schedule allowing up to one remote workday per week
  • Comprehensive health, dental, and life insurance
  • Retirement savings plan with 401(k) options
  • Generous vacation and sick time policies
  • Pay-for-performance compensation structure including potential bonuses
Full Job Description
The Data Engineering team serves as a core member of the quantitative and data infrastructure supporting the Investment Consultancy & Oversight and Multi-Manager Solutions businesses. This role is responsible for data sourcing, validation, analytical development, and reporting production in direct partnership with the Coverage Analysts and Investment Strategy and Research team as well as the investment professionals within the Multi-Manager Solutions business. The team builds and maintains the models, tools, dashboards, and reporting capabilities that enable both businesses to conduct rigorous investment oversight, deliver high-quality research, and support portfolio construction and manager selection activities. The role requires an entrepreneurial mindset. The Senior Data, Analytics & Reporting Analyst is expected proactively identify opportunities to improve analytical capabilities and bring forward ideas that enhance the efficiency and impact of the team's output. Success in this role depends on technical proficiency, problem-solving and developing an innovative team that can deliver state-of-the-art technologies to continuously improve investment outcomes. Partnership with Coverage Analysts, Investment Strategy and 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. 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 & Research team, Multi-Manager Solutions team, and broader stakeholders. Partner with Enterprise Technology and vendor teams to resolve data issues and enhance data infrastructure. Manage data feeds and relationships with key data providers including Bloomberg, FactSet, Morningstar, and Aladdin. 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 Analysts, and Multi-Manager Solutions professionals with ready access to the data and visualizations they need. Process Improvement & Innovation The core function is to 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 Computer Science, Data Science, or a related quantitative field - Experience in data engineering / analytics, quantitative development, or reporting within institutional investment management or a related financial services environment - Advanced proficiency in programming languages (Python, R, SQL) and experience with database management platforms - Experience with large data sets, data infrastructure and development - Ability to communicate complex and technical concepts clearly and concisely to both technical and non-technical audiences, in written and verbal form - Ability to interact with personnel at all levels of asset management and consultant firms and represent Columbia Threadneedle Investments in a highly professional manner - Strong organizational and project management skills, with a demonstrated ability to manage competing priorities and deliver high-quality work on deadline Preferred Qualifications - CFA, CAIA, FRM, or similar professional certification - Strong understanding of investment data, portfolio analytics, performance attribution, and risk measurement, with the ability to contextualize quantitative output within a broader investment framework - Experience with cloud-based platforms (AWS/Azure), big data technologies, or SaaS (Snowflake) - Background in investment consulting, multi-manager environments, or investment operations - Experience working with financial data providers and platforms such as Bloomberg, FactSet, Morningstar, eVestment, and Aladdin - Track record of initiative, intellectual curiosity, and entrepreneurial approach to problem-solving 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 $170,000 - $183,000 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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