Business Analyst IND @ Ameriprise Financial

We are seeking a Business Analyst for our group to work across AAC department to understand the data, reporting and analytics needs of the business. This role will be primarily focused on creating new and supporting existing Reports/Dashboards. It will include the opportunities to drive efficiency in operations by automating reports/ processes. Role will also require good working knowledge of like Power BI, Python, Tableau, SQL and Salesforce Sales Cloud administration, configuration, and customization activities, good understanding of objects and relationships in Salesforce.

Job Description

In this role, you will support the Ameriprise Advisor Center (AAC) that provides clients with personalized financial guidance and support in a centralized distribution model where advisors and staff working in a dynamic team-based environment.

This role will support the AAC operations team to deliver digital customer experience capabilities for AAC advisors and clients using Salesforce and other Ameriprise integrated technologies.

We are seeking a Business Analyst for our group to work across AAC department to understand the data, reporting and analytics needs of the business. This role will be primarily focused on creating new and supporting existing Reports/Dashboards. It will include the opportunities to drive efficiency in operations by automating reports/ processes. Role will also require good working knowledge of like Power BI, Python, Tableau, SQL and Salesforce Sales Cloud administration, configuration, and customization activities, good understanding of objects and relationships in Salesforce.

Key Responsibilities

• Responsible to complete the required tasks within the pre-defined SLAs, maintaining required quality parameters. Help identify efficiencies through innovation using Lean.
• Providing support to existing Reports/Dashboard and creating new one as per business requirement.
• Manage multiple and changing priorities, expectations and concerns while working closely with business partners in a focused and responsive manner.
• Maintain reporting and other process documentation for Business Continuity purposes.
• Perform and deliver on ad-hoc business analysis on large data set based on business requests
• Create and refine process documentation and guidelines, including standard operating procedures and workflow diagrams, to facilitate understanding and consistency across teams.
• Assist in creating custom Salesforce workflows, processes, and validations to support sales and marketing operations.
• Collaborate with team members to analyze business needs and design basic data-driven solutions in Salesforce.
• Work closely with marketing, sales, and data teams to understand their requirements and provide technical support.
• Report challenges promptly and collaborate with mentors to resolve issues.

Required Qualifications

• Bachelor s degree in computer science, Information Technology, or a related field.
• 1-3 years of experience in reporting and analytics; strong Knowledge experience of working in Salesforce, Power BI, Python, Tableau SQL queries.
• Experience in driving user adoption and experience.
• Strong written and verbal communication skills and ability to communicate effectively at all levels of the organization.
• Collaborative and client centric approach with a high degree of personal accountability.
• Knowledge of AWS, Power App Power Automate is preferred

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 youre 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.