Lead Business Analyst
- Ameriprise Financial
- 5 - 10 years
- Noida, Gurugram
- 10 days ago
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Job Description
The Business Analyst will support advanced financial planning strategies for high-net-worth clients by delivering accurate financial planning deliverables and collaborating closely with AWPC strategists (estate attorneys, tax attorneys, CFPs, CFAs). This role involves data validation, analysis, and coordination of baseline meetings with strategists and advisors, ensuring timely and high-quality outputs.Key Responsibilities
Data Review & Validation:
- Request data from advisor to complete data set
- Verify client data uploaded to BOX (tax returns, account statements, equity compensation, assets/liabilities, major expenses, estate/trust documents).
- Ensure completeness and accuracy before engagement calls
Engagement & Baseline Call Coordination
- Schedule and participate in engagement calls; capture detailed notes and review data checklists.
- Conduct internal and external baseline calls with strategists and advisors to review assumptions and reports.
- Summarize meetings and ensure timely follow-up on pending actions.
Data Entry & Analysis:
- Complete data entry in MoneyGuide/Wealth Studios within defined timelines.
- Accurately input investment tickers, cost basis, and market values; prepare net worth, cash flow, and income tax reports for strategist review either in tool or in a separate excel file
Process Improvement:
- Monitor BOX notifications to streamline data checks and reduce turnaround time.
- Suggest workflow enhancements and contribute to efficiency initiatives.
Continuous Learning:
- Continuously upskill in advanced financial planning concepts to effectively support complex cases and contribute to strategic discussions.
- Participate in client meetings with strategists as necessary
- Develop skills required for transitioning into a Planner role, including conducting strategy meetings with advisors and strategists. Implementing strategies in financial planning tools and ensuring accuracy in deliverables.
- Create and review eMeeting decks in collaboration with strategists and advisors.
Required Qualifications
- Bachelor's Degree or equivalent experience.
- 5+ years of experience in Financial Planning.
- Proficiency in Financial Planning tool suite including Naviplan, MoneyGuide, Wealth Studios, Morningstar Workstation, eMeeting, etc.
- Strong attention to detail and accuracy.
- Ability to meet strict timelines per agreed SLAs.
- Excellent interpersonal skills and ability to work in a team structure.
- Willingness to pursue licensing certifications (Series 7, State Securities, State IAR, State Insurance).
- Strong communications skills, both oral and written, to interact with team, business partners, advisors, and senior management.
- Ability to take direction and work independently with minimal supervision.
Preferred Qualifications
- Bachelor's Degree or equivalent experience.
- Exposure to financial products such as mutual funds, insurance, and retirement services.
- Experience of interacting with financial advisors
- Prior SIE qualified will be preferred
Job Classification
Industry: BankingFunctional Area / Department: Finance & AccountingRole Category: FinanceRole: Financial AnalystEmployement Type: Full timeContact Details:
Company: Ameriprise FinancialLocation(s): Noida, Gurugram+ View Contact
Keyskills: business analyst insurance data validation asset management income tax process improvement financial planning mutual funds data entry
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