Sr Business Analyst-Practice Source

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. 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.

Job Description

Provide reporting and analytics support for advisor practices by managing regular reports, dashboards, scorecards, and data distribution. Collect, clean, reconcile, and validate data from approved sources such as CRM, pipeline, activity, and prospect tracking systems. Generate weekly, monthly, and ad hoc reports, identify data quality issues and trends, and ensure reporting accuracy. Customize reports for advisors, teams, and leadership, create professional communications, maintain reporting templates and documentation, support automation and process improvements, and collaborate with leadership to enhance KPIs and reporting processes as business needs evolve.