Business Analyst II | eFinancialCareers

Kimiko G. Judith

Enterprise Analyst II

Job Description

Liable for carrying out assessment and reporting, when contributing to suggestions for the company unit. Will make approach advancements and adjustments to current reporting models. Assists in tiny to medium assignments, which may possibly contain developing option for difficulties in just the company device. Assists to resolve challenges or challenges by means of strategies of difficulty capturing, as nicely as separate examination. Applying audio facts and idea, presents administration with advised steps to take care of difficulties or develop benefit for the enterprise.


• This position is responsible for: ATC Fiscal reporting, which includes, organization asset under management reporting, trader flows to interior groups, Fund Factsheets, ERISA, Morningstar and annual expenditure ratio reporting. Month to month cost oversight, Administrative recordkeeping fee calculations and examination, and payments for all ATC’s Collective fund expenses, wrap fees, obvious annual audit expenses, and monthly custody service fees. Assist with coordination of many inside and extern regulatory reviews. Transfer Agent fee evaluation and system invoices in Ariba.
• Conduct considerably less elaborate reporting and analysis resulting in tips for the enterprise device dependent on their wants for key and small approach improvements, little to medium jobs within just small business device.
• Complete a mixture of advanced and fewer advanced reporting and evaluation, which could require generating stories from initiation to completion.
• Build options for regime and more sophisticated issues for the small business unit. Establish and recommend variations to guidelines, processes and business design with advice from leader.
• Tends to make recommendations that greatest satisfy the client’s aims.

Essential Qualifications

• Associate diploma and 3-5 years of working experience.
• Excellent analytical, quantitative & difficulty solving techniques and means to use statistical investigation and modeling.
• Strong awareness of business operations and procedures in much more than two spots.
• Potential to talk efficiently on recommendations and examination benefits, and establish and preserve potent relationships throughout the business.

Most well-liked Qualifications

• Bachelors degree.
• Fiscal solutions encounter.


Hundreds of thousands of persons around the environment count on Columbia Threadneedle Investments to deal with their cash. We are deliberately created to assist our shoppers succeed, backed by a international group of 2,000 folks including far more than 450 financial investment experts sharing world perspectives throughout all big asset courses and marketplaces. At Columbia Threadneedle, you may locate the guarantee we make to our clients is the exact same one particular we make to our staff: Your achievement is our priority. In addition to our aggressive overall benefits deal, personnel continue to be with us due to the fact of our culture and dedication to their improvement. And, backed by the energy of our guardian organization, Ameriprise Financial, we are dedicated to offering you with the instruments, methods, recognition and rewards to enable you condition the job you want.

Ameriprise Fiscal is an equal option employer. We take into account all qualified candidates without regard to race, shade, faith, sexual intercourse, countrywide origin, genetic info, age, sexual orientation, citizenship, gender identity, disability, veteran position, marital position, loved ones position or any other foundation prohibited by law.

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