Business Analyst, Investment Support

Ameriprise Financial, Inc.
Minneapolis, USA
Feb 04, 2023
Feb 10, 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Provide enhanced business support to Columbia Threadneedle Investment CIO office and various teams within the organization. Maintain current reporting and analytics models using Power BI and MS Office tools like Excel, Access. Use a variety of data analysis and organization tools to meet the business needs, solicit product and enhancement requirements from end users and be able to convert the requests from both into a workable solution. Participate on projects within defined scope and responsibility across the CIO organization including investments teams. Identify process improvement opportunities and develop solutions. Facilitate activities within identified initiatives.


  • Efficiently orchestrate internal cross-organization collaboration
  • Administer monthly reporting (Hoshin, Travel & Entertainment and AUM) and meet established deliverable dates or tight timelines
  • Build, maintain and update reports or dashboard using Power BI
  • Ensure and maintain best practice for databases, spreadsheets, dashboards, datasets, reporting and other business intelligence tools
  • Analyze current business processes and make recommendations for improvement based on industry trends, business needs and professional knowledge
  • Work directly with team and business lines to identify and understand the needs of the business
  • Simultaneous/sequential project management to meet delivery objectives
  • Assist with required company governance regarding general compliance processes

Required Qualifications

  • Bachelor's degree or equivalent work experience
  • 1 - 3 years' analytical experience with proven proficiency in synthesizing data into meaningful and digestible data points and actions
  • Post-secondary education and relevant work experience are interchangeable
  • Power BI experience or similar data management/reporting platform
  • Advanced Excel and Access
  • Ability to understand and write VBA for Microsoft Applications.
  • Strong work ethic, high standards for accuracy and high level of personal accountability
  • Ability to communicate effectively on recommendations and analysis results and establish and maintain strong relationships across the organization
  • Strong and effective analytical and problem-solving skills using data and the ability to apply technology as a solution

Preferred Qualifications

  • Advance Microsoft Office Suite
  • Asset Management Knowledge
  • 3+ years analytical experience with proven proficiency in synthesizing data into meaningful and digestible data points and actions
  • Strong knowledge of finance concepts and practices
  • Experience on web-based applications
  • R or Python basic understanding

About Our Company

Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We're intentionally built to help our clients succeed, backed by a global team of 2,000 people including more than 450 investment professionals sharing global perspectives across all major asset classes and markets. At Columbia Threadneedle, you'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority. In addition to our competitive total rewards package, employees stay with us because of our culture and commitment to their development. And, backed by the strength of our parent company, Ameriprise Financial, we are committed to providing you with the tools, resources, recognition and rewards to help you shape the career you want.

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.
  • You need to sign in to save