Financial Planning Analyst

Ameriprise India is hiring for the role of Financial Planning Analyst!

Responsibilities of the Candidate:

• Support financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level
• Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful examination of clients’ financial documents and advisor inputs
• Generate reports through approved planning tools
• Upskilling oneself with U.S. financial planning concepts to help discuss/prepare plan strategies/ suggestions with advisors in the U.S. via phone or e-mail
• Based on client’s financial situation, document advice in the required format shared by the advisors
• Perform activities involved in preparing detailed financial plans within the defined turnaround time and quality metrices
• Manage multiple and evolving priorities and expectations, by working closely with team members and business partners in focused and responsive manner

Requirements:

• 0- 2 years of work experience in financial services sector is preferred (preferably in a multinational environment)
• Postgraduation in Finance/ Diploma in Financial Planning/ Graduation in Commerce/ Mathematics/ Economics/ Business Management
• Excellent verbal and written communication skills 
• Analytical skills to develop data-driven reports with attention to detail.
• Demonstrated ability multitask - manage time and prioritize tasks to meet deadlines
• Strong interpersonal skills
• Willingness to work in a team structure
• Exposure to financial products like mutual funds, insurance, retirement plans, financial planning, etc. would be an added advantage 
• Cross cultural competence