Management Information Reporting – Rebates Analyst

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🕒 April 3

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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

• Calculate and pay management fee rebates in a timely and accurate manner • Provide Management Information (MI) to all business areas, including clients • Support the MI and Rebates Manager in daily tasks • Liaise with the wider business on issues that may arise • Ensure Third Party data is integrated where available • Provide AUM and flow stats for RFPs • Maintain and update Data Cube for Rebates & MI • Setup and calculation of State Street-administered funds rebate payments and accruals • Answering ad-hoc client queries • Maintain good relationship with clients, administrators, and all areas of Columbia Threadneedle

🎯 Requirements

• Management Information experience – creating reports and spreadsheets • Excellent Excel skills (pivot tables, vlookups, sumifs should be second nature) • Understanding of basic accountancy procedures • Attention to details • Numerate • Ability to work to tight deadlines • Self-starter • Third party administrator and Rebate knowledge (if available)

🏖️ Benefits

• Flexible working arrangements • Professional development opportunities