Business Systems Analyst l - Brokerage Operations

This role will support analysis, reconciliation, and validation of brokerage data to support accurate investment performance reporting to clients and advisors, keeping client /advisor escalations to a minimum while further contributing to business growth.

Key Responsibilities

• Become well-versed of in-house and vendor systems for research and problem solving.  
• Analyze summary and exception information from reconciliation reporting.
• Document metrics based on reporting results.
• Use findings to generate recommendations for internal and external partners.
• Transmit reporting exceptions to vendor for client website updates.
• Validate client website updates.
• Document processes or reporting enhancements,
• Resolve or help resolve client and advisor escalations or other immediate ad hoc requests.
• Maintain effective and trusting relationships with key business partners.
• Provide support to small to medium sized projects.

Required Qualifications

• Education: Bachelor’s degree or equivalent experience (4-years) in Finance, Economics, Math, Science, or related field
• A passion and enthusiasm for the financial services industry
• Ability to work independently, take initiative, and willingness to learn new processes and systems.
• Strong analytical (quantitative/qualitative), problem-solving, and prioritization skills
• Strong interpersonal skills and ability to develop and maintain effective working relationships with team members and business partners.
• Strong written and verbal communication skills, including the ability to effectively summarize and communicate results from data request analyses.
• Proficient with MS Office applications, including Microsoft Word and PowerPoint for evaluating data.

Preferred Qualifications

• Brokerage operations Experience
• Experience processing corporate actions events.
• Advanced Excel skills including pivot tables, queries and macros, or equivalent ability to learn.
• Additional data software or programming languages or ability to learn.

About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.

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

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Business Support & Operations

Line of Business

CLEAR Clearing