Pre-production - reviewing decks, collecting change requests and engaging stakeholders on expectations
Production - Collecting data, producing presentation in Powerpoint, sharing with stakeholders and updating on changes - accurately and in a timely manner
Post-Production - Uploading decks to our compliance system as well as our Document management tool, Seismic
Work with a variety of stakeholders including investment and sales teams to update presentations.
Source data from approved sources, check data and input into presentations.
Have a solid understanding of the regulatory and compliance framework for asset management and ensure deck adherence
Communicate effectively with the team on work and progress to allow for more agile management by the Presentations Lead in workflow meetings
Required Qualification
Bachelor's degree in Finance/Economics/Engineering or any related fields, and/or data management experience.
1 - 3 years of relevant experience in finance (Asset management experience preferred).
Excellent knowledge of MS Excel, PowerPoint, and Word; experience with Seismic and/or SharePoint preferred.
Experience of asset management data sets - Performance, Characteristics, holdings, etc.
An understanding of Asset managers and Asset Management products.
Ability to work effectively on multiple projects under tight deadlines and managing multiple stakeholders simultaneously.
Experience of working with Seismic would be an advantage but not essential
Strong leadership and excellent written and verbal communication skills.
IMC/IAQ preferred.
In-Office Collaboration
Full-Time/Part-Time
Full time
Timings
(2:00p-10:30p)
India Business Unit
AWMPO AWMP&S President's Office
Job Family Group
Marketing/Product Management
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.
Additional Information
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The firm's focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection.
Be part of an inclusive, collaborative culture that rewards you for your contributions, and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong, ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Job Description
We are seeking for a talented individual to join our EMEA Presentations Team at Columbia Threadneedle Investments, part of Ameriprise Financial. As a member of the presentations team, you will support both Wholesale and Institutional channels with their product presentations, utilizing our Sales Enablement Platform Seismic. You will work closely with internal and external stakeholders to ensure that data, processes, and ultimately presentations are delivered in a timely and accurate manner.
Ameriprise · Gurugram, India