Company Analyst II | eFinancialCareers

Enterprise Analyst II

Work Description

Responsible for accomplishing evaluation and reporting, whilst contributing to suggestions for the business unit. Tends to make process improvements and changes to present reporting models. Assists in compact to medium jobs, which could entail creating resolution for difficulties in just the organization device. Will help to resolve problems or concerns through methods of issues capturing, as very well as different evaluation. Utilizing seem information and facts and theory, offers management with proposed actions to take care of issues or create price for the small business.


• This job is liable for: ATC Fiscal reporting, such as, agency asset beneath administration reporting, trader flows to interior teams, Fund Factsheets, ERISA, Morningstar and annual cost ratio reporting. Month-to-month cost oversight, Administrative recordkeeping payment calculations and evaluation, and payments for all ATC’s Collective fund service fees, wrap costs, apparent yearly audit service fees, and regular monthly custody service fees. Assist with coordination of several interior and extern regulatory studies. Transfer Agent payment critique and course of action invoices in Ariba.
• Conduct less complex reporting and assessment resulting in suggestions for the company device dependent on their requires for key and minor procedure advancements, smaller to medium projects in small business device.
• Complete a combination of sophisticated and less elaborate reporting and examination, which could entail developing reviews from initiation to completion.
• Produce methods for schedule and much more intricate complications for the enterprise device. Discover and advocate alterations to insurance policies, procedures and small business model with steerage from chief.
• Can make tips that very best meet up with the client’s goals.

Essential Qualifications

• Affiliate diploma and 3-5 a long time of knowledge.
• Very good analytical, quantitative & issue fixing capabilities and capacity to use statistical evaluation and modeling.
• Robust know-how of enterprise functions and procedures in more than two areas.
• Skill to converse efficiently on recommendations and investigation effects, and create and manage robust relationships across the corporation.

Favored Skills

• Bachelors diploma.
• Money products and services working experience.


Hundreds of thousands of folks around the planet count on Columbia Threadneedle Investments to control their cash. We’re intentionally designed to assist our consumers triumph, backed by a world wide workforce of 2,000 people including more than 450 investment professionals sharing world-wide perspectives throughout all important asset classes and marketplaces. At Columbia Threadneedle, you can expect to uncover the guarantee we make to our clientele is the identical one particular we make to our employees: Your results is our priority. In addition to our aggressive complete benefits deal, personnel keep with us since of our tradition and determination to their growth. And, backed by the energy of our mum or dad corporation, Ameriprise Fiscal, we are fully commited to furnishing you with the equipment, sources, recognition and rewards to assist you condition the job you want.

Ameriprise Fiscal is an equal opportunity employer. We take into account all qualified candidates without the need of regard to race, coloration, faith, sexual intercourse, national origin, genetic information and facts, age, sexual orientation, citizenship, gender identification, disability, veteran status, marital position, spouse and children standing or any other foundation prohibited by regulation.