Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this  Performance Analyst role.

Rezi rewrites your resume against Ameriprise Financial Services, LLC's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the  Performance Analyst posting at Ameriprise Financial Services, LLC — free, in seconds.

About the Role

This role supports initiatives specific to investment performance measurement and analysis, involving the collection, communication, measurement, and analysis of investment performance information to ensure accuracy and timely delivery for clients, marketing materials, investment professionals, and management.

Responsibilities

Collect and update performance information such as portfolio and benchmark data.
Reconcile and analyze returns generated by the performance system using analytical tools to identify and resolve issues.
Produce, develop, ensure data integrity, and distribute performance measurement and attribution reports.
Prepare standard and ad-hoc performance and attribution reports on a daily, weekly, or monthly basis to support investment management, sales, and client reporting.
Interpret, analyze, and communicate performance-related questions from clients, marketing, investment professionals, and management.
Participate in project-oriented initiatives to meet departmental objectives, such as automating report solutions or contributing to departmental projects.

Requirements

Educated in Business, Finance, Accounting, or equivalent.
Experience in investment management or financial services.
Strong numerical and communication skills, both oral and written.
Critical thinker with strong problem-solving skills.
Strong organizational skills.
Ability to work independently.
Proficiency with Microsoft Office Tools, such as Microsoft Excel and Access.
A strong team player who is able to successfully meet deadlines.
Familiarity with investment and performance measurement concepts.
Work experience specific to performance measurement and analytics.
Proficient with data and report automation.
Experience with performance systems, such as FactSet and Aladdin.

Skills

Microsoft Excel
Microsoft Access
Performance measurement
Performance analytics
Data automation
Report automation
FactSet
Aladdin

Location

In-Office Collaboration

Work Type

Full-time
Permanent
Hybrid

Education Level

Business
Finance
Accounting
Equivalent

About the Company

Columbia Threadneedle Investments offers growth and career opportunities across all its businesses.
The company has a global team of 2,300 people and over 550 investment professionals.
Clients have access to a broad array of investment strategies and bespoke solutions.
The company's focus on clients and strong financial foundation connects its enterprise businesses: Ameriprise Financial, Columbia Threadneedle Investments, and RiverSource Insurance and Annuities.
Columbia Threadneedle is a people business, recognizing that success is due to talented individuals who bring diversity of thought, complementary skills, and capabilities.
The company is committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute, and realize their potential.
The company discusses flexible working requirements with recruiters.

Equal Opportunity

Columbia Threadneedle Investments is an equal opportunity employer.
All qualified applicants are considered without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity, or any other basis prohibited by law.
The company is committed to fostering an inclusive and accessible recruitment process for individuals with disabilities.
Reasonable accommodation can be requested during the application or interview process.