Full-Time

ESG Performance and Analytics Analyst

Posted on 10/25/2024

Ameriprise Financial

Ameriprise Financial

10,001+ employees

Provides financial planning and advisory services

Fintech
Financial Services

Entry, Junior

London, UK

No specific remote or hybrid requirements mentioned.

Category
Data Analysis
Data & Analytics
Required Skills
Data Analysis
Excel/Numbers/Sheets
Requirements
  • Work experience specific to responsible investment reporting as well as performance measurement and analytics.
  • 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.
  • In depth understanding of RI/ESG concepts and calculations and ability to communicate concepts to internal stakeholders.
  • Proficient with data and report automation
  • Experience with performance systems/vendors, such as FactSet and Aladdin.
Responsibilities
  • Produce, develop, ensure data integrity of RI/ESG metrics, such as portfolio to benchmark contribution to carbon footprint, and assess issuer impacts to Social, Environmental and Governance factors, and support regulatory and client specific reporting.
  • Reconcile and analyze RI and ESG metrics using analytical tools to identify and resolve issues.
  • Oversee the monthly production cycle of RI and ESG metrics and validation of production data.
  • Effectively interpret, analyze, and communicate RI and ESG related questions from clients, marketing, investment professionals and management.
  • Participate in project-oriented initiatives to meet the objectives of the performance analytics department either in a team or self-directed environment, such as automating report solutions or participating in departmental projects.

Ameriprise Financial offers financial planning services and advice through a network of financial advisors. Their services include helping clients assess their retirement readiness and providing strategies to manage investment risks. Clients can engage in discussions with advisors to explore various financial decisions, such as whether to pay off a mortgage early, considering both the potential savings and other financial factors. What sets Ameriprise apart from competitors is their focus on personalized financial conversations, which aim to help clients make informed and rational investment choices. The company's goal is to empower individuals to achieve their financial dreams and secure a confident retirement.

Company Stage

IPO

Total Funding

$287.3M

Headquarters

Minneapolis, Minnesota

Founded

1894

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Simplify's Take

What believers are saying

  • Growing demand for personalized advice due to economic uncertainty benefits Ameriprise's advisor network.
  • Interest in ESG investing aligns with Ameriprise's sustainable investment strategies.
  • Digital financial planning tools enhance client engagement and streamline interactions for Ameriprise.

What critics are saying

  • Departure of key advisors and data breaches threaten Ameriprise's reputation and client trust.
  • LPL Financial's lawsuit could harm Ameriprise's image and advisor recruitment efforts.
  • Competitors recruiting former Ameriprise leaders may impact its strategic initiatives.

What makes Ameriprise Financial unique

  • Ameriprise offers personalized financial advice through a vast network of experienced advisors.
  • The firm integrates ESG investing to attract environmentally conscious clients.
  • Ameriprise invests in cybersecurity to enhance client trust and differentiate itself.

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