Lead Business Analyst @ Ameriprise Financial

This role will support the distribution business in APAC, working in close partnership with APAC teams (Sales, Marketing and Client Services). This resource plays a crucial role in supporting the Sales Teams for follow-ups coordination with internal teams, providing market intelligence competitive analysis reports and facilitating access to necessary data. This role also supports APAC Client Services ( APAC CS ) team with client reporting resolution, coordinating AML/ KYC activities with internal teams, and managing scheduled deliverables for the APAC CS and APAC Marketing teams.

The incumbent is expected to be a motivated team player, well organized, has attention to details and proactive in helping the APAC Teams to operate more efficiently and effectively.

Sales Support and Coordination

• Facilitate access to data required by APAC sales team for additional market research.
• Coordinate creation of accurate and stable monthly strategy data and commentaries.
• Assist in sending quarterly strategies updates to clients based on predefined email format and client lists.
• Follow up and coordinate with internal teams, including Performance Analytics Group ( PAG ), Request for Proposal ( RFP ), Contracts Office and Onboarding teams, to ensure seamless operations and timely completion of tasks.
• Provide market intelligence and competitive analysis reports to support the sales team.
• Provide support for customized presentation in collaboration with Presentations team and Compliance team.
• Convert Global reports to Australian centric reports.

Client Service Support and Coordination

• Proactively engage with APAC CS to provide support and coordination.
• Coordinate the negotiation and completion of legal agreements in relation to reporting and delivery requirements. Work towards standardization of reports and assist with non-standard client reporting as and when required.
• Coordinate AML and KYC activities to ensure compliance with regulatory requirements.
• Complete Annual DDQs, liaise with internal teams to gather relevant data and ensure the quality and consistency of data presented.
• Coordinate with internal teams for RFP and ad-hoc performance data requests from clients.
• Work with Operations teams to facilitate operational set up where necessary.
• Daily upload of NAVs onto Singapore and Hong Kong platforms, monthly Fact sheet and Commentary upload, send Monthly/Quarterly report to clients and facilitate ad-hoc Top-Ups/Redemption flows via Salesforce.
• Communicate important notifications to fund investors and upload fund collaterals onto Fundinfo.

Marketing Support and Coordination

• Provide client engagement via email marketing using Salesforce Marketing Cloud ( SFMC ).
• Update monthly highlights for focus funds and send to clients using SFMC.
• Curate and build collection of Insights produced by EMEA/US for various APAC sales teams and send to clients.
• Download standard presentation decks, strategy factsheets and any relevant documents based on strategies required by APAC team from Seismic or Sharepoint, comply in Adtrax and reupload to the APAC folder in Seismic.

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.