Client Liaison Analyst – 6 month FTC

Job not on LinkedIn

🕒 May 30

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Ameriprise Financial Services, LLC

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1894

💸 Finance

💳 Fintech

Finance • Fintech

Ameriprise Financial Services, LLC is a leading provider of personalized financial planning and advice. The company emphasizes one-to-one financial advice to help clients reach their unique financial goals and offers complimentary consultations with its financial advisors. Ameriprise is well-regarded in the investment industry, providing award-winning service focused on client satisfaction. With the support of their Investment Research Group, Ameriprise advisors provide clients with objective research, actionable investment strategies, and ongoing market and economic analysis. The company also prioritizes online security and privacy for clients accessing their accounts and financial documents online.

📋 Description

• Cover for Customer Analytics Lead • Ad-hoc analysis: Capital preservation event table production, BBG buyback yield analysis • Solvency II reporting (not supported by CTI) , RG97 Client contributions and withdrawals co-ordination • Product Reviews of data on platforms, required on a timely basis with specific Pyrford knowledge • Bespoke Valuations • Quarterly Distribution • External Ad Hoc Reporting • Client Custodian FX Reporting (assuming majority of clients move to passive fx management) • Mandate or client specific commentary • Periodic Standard Responsible Investment reporting e.g. Task Force on Climate-related Financial Disclosures (TCFD) report and Sustainable Finance Disclosure Regulation (SFDR) annual disclosures

🎯 Requirements

• Experience within financial services and operations in a financial institution (preferably at an asset manager). • Good understanding around general trade lifecycle management, corporate actions, failed trade resolution to opine with stakeholders, vendors and clients. • Demonstrated aptitude to work as a sole contributor and within a team environment. • Good understanding of the EU/UK regulatory environment. • Experience in roles requiring data management/analysis/process management and implementation. • Intermediate to advanced knowledge of EXCEL, MS Access, PowerPoint, MS Word. • Confident, mature approach to problem solving. • Thorough analytical skills, capable of unstructured, adaptive and creative thinking. • Strong interpersonal and communication skills. • Ability to work in an unstructured and complex environment. • Confidence in navigating different areas and levels of seniority of the business. • Ability to interact and understand how the wider functions of the organisation interact with each other. • Ability to challenge the status quo and further improve the quality of the end result.

🏖️ Benefits

• Flexible working arrangements • Professional development opportunities • Work-life balance initiatives