About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

Support business decision-making by providing financial or statistical analysis that lead to recommended solutions for business issues as appropriate. Provide project support from design through implementation and monitoring. Be the liaison between the business, utility functions, and at times external parties to accomplish business objectives.

More specifically, process Loan documents for internal and external reporting, reconcile assets and cash with third party trustee to ensure accurate reporting to investors, and maintain assets in WSO Software system.

Key Responsibilities

• Responsible for timely delivery of all scheduled and ad hoc reports and scorecards. Work with trustee and business leaders on trustee reporting and portfolio compliance. Reconcile trustee and cash reports. Update PM & Analyst with loan information changes.
• Act as liaison among business leaders, staff and software vendors to gather information and share best practices, and ensure initiatives are executed appropriately. Gather business information and incorporates information into project plans. Provide timely and accurate documents and communication to business owners.  
• Track and update Moody & SP ratings for Loan Assets. 

Required Qualifications

• Strong analytical, quantitative, and problem-solving skills and ability to use statistical analysis and modeling, with associated technology applications. 
• Strong relationship and communication skills in working with colleagues and influencing customers on recommendations and analysis. 
• In-depth knowledge of business operations and processes with ability to articulate these processes to others
• Bachelors degree or equivalent
• 5+ years of experience
• Knowledge of Markit's WSO Software
• Knowledge of Microsoft Office applications (Word, Excel)
• CLO experience

Preferred Qualifications

• Experience working with Snowflake, AWS Athena, or cloud based data lake environments.
• Background in insurance, annuities, wholesaling, or financial services.
• Understanding of sales, wholesaling, or distribution related metrics.
• Experience partnering closely with leadership to define, refine, and evolve business metrics.
• Familiarity with BI or analytics best practices, including data validation and metric governance.

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration 

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process. 

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Base Pay Salary

The estimated base salary for this role is $ 81,700.00 - $ 122,500.00/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Full timeExemptBusiness Support & OperationsRSA Annuities

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.