Business Analyst, Client Reporting

Are you ready to make a real impact through data-driven insights and innovative problem solving? As a Business Analyst, you'll play a key role in shaping the success of our business unit by performing in-depth analysis, generating insightful reports, and providing actionable recommendations. You'll have the opportunity to optimize processes, enhance reporting models, and contribute to meaningful improvements that drive efficiency and growth.

In this role, you'll work on small to medium projects, developing creative solutions for business challenges and collaborating with cross-functional teams. With guidance from leadership, you'll proactively recommend changes to policies and procedures, ensuring our business remains agile and responsive. Your keen analytical skills will also be utilized to troubleshoot and resolve issues, providing valuable support across the organization.
Key Responsibilities

• Perform tasks and analysis related to client and government reporting on forms 1099, 1042-S, and 990-T
• Perform routine reporting and analysis contributing to recommendations for the business unit based on their needs for minor process improvement, along with assisting in small to medium projects within business unit
• Working directly with business partners in a professional, effective manner to provide needed assistance or training, resolve discrepancies, and build relationships
• Develop solutions for routine and less complex problems for the business unit. Trouble shoot, resolve problems or issues, while contributing to define solutions

Required Qualifications

• Associate degree or equivalent (2 years)
• 1+ years in Financial Services operations

Preferred Qualifications

• Bachelor's degree or equivalent (4 years)
• 3+ years in Financial Services operations
• Knowledge of 1099, 1042-S, and 990-T reporting forms
• Accurate documentation, attention to detail and prioritization skills
• Excellent written and verbal communication skills
• Proficient in MS Excel and MS Word; familiarity with Access/database applications
• Strong analytical, problem solving, and organizational skills
• Ability to initiate and implement process improvements

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

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