Lead Derivative Onboarding
Ameriprise Financial
·Today
- Location
- 11068 Ameriprise India - Udyog Vihar
- Workplace
- Hybrid
- Type
- Full-time
- Seniority
- Lead
- Closing date
- Today
- Source
- Workday
Description
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection.
Be part of an inclusive, collaborative culture that rewards you for your contributions, and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong, ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Job Description
In this role you will be part of the Global Operations & Investor Services (GOIS) team, supporting the Derivatives Investment Operations ‘Change & Onboarding’ and Middle Office group functions in EMEA and NA. This will include business change relating to new products, clients, counterparties, prime brokers and strategic initiatives.Client Change & On boarding
• Support the on boarding of derivative products and accounts for new and existing clients.
• Manage internal workflow tools, ensuring accurate recording of product approvals, project prioritisation, reporting, and maintenance of SharePoint databases.
Counterparty & Process Management
• Coordinate and support ongoing KYC due diligence activities with counterparties.
• Collaborate with the Change & Onboarding team to identify process improvements and operational efficiencies.
• Monitor service delivery against SLAs, analyse trends, and facilitate regular stakeholder meetings to progress key initiatives.
Confirmation & Controls
• Monitor and review OTC long-form confirmations for structured products, maintaining confirmation tracking tools and records.
• Proactively follow up on outstanding confirmations and resolve discrepancies identified during the review process.
• Review and enhance operational procedures to ensure continued efficiency and control.
Required :
Relevant industry and work experience in a financial services firm.
Previous experience participating or leading projects.
Strong interpersonal and communication skills, both oral and written, to deal effectively with internal business partners.
Attention to detail and deadline oriented.
Ability to manage multiple priorities.
Preferred:
Derivatives Operations knowledge.
Investment Operations experience.
In-Office Collaboration
We are a client-centric, relationship-based business. Working together in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least three (3) days per week, with flexibility to work from home two (2) days per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Full-Time/Part-Time
Timings
India Business Unit
Job Family Group
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, military status, veteran status, marital status, pregnancy, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.