Job Description

We are seeking a data-driven professional to lead Pledge Operations reporting and operations procedures, build scalable data strategy, and drive process automation end-to-end. This role owns the reporting roadmap for pledge, ensuring data quality, compliance, and timely operational insights for stakeholders across Business Operations.

You will collaborate with cross-functional teams to work in pledge-related operations.

Key Responsibilities

------------------------

Reporting & Analytics

Design and maintain

enterprise-grade reports and dashboards

for pledge lifecycle. Work on

reporting procedures and maintain SLAs

and cadences (daily/weekly/monthly) Deliver deep-dive analyses on

reconciliation, and root-cause

for pledge discrepancies.

Data Strategy

Work with stakeholders to help define the

data strategy

for pledge operations--data sources, integrations, lineage, schema design. Maintain

data dictionaries

and documentation for pledge metrics and logic.

Automation

Identify and work on automation opportunities across

intake, validation, reconciliation, settlement/fulfillment, and reporting

.

Operations Procedures

Own and continuously improve

SOPs

for pledge processing. Run

operational reviews

and

controls testing

--reconciliations, dual validation, maker-checker processes. Work on manual processes and procedures to maintain Pledge operations.

Stakeholder Management

Translate complex data concepts into

clear, actionable insights

for leadership. Work with

Product/Engineering

on changes affecting pledge schema, events, or integrations. Partner with

Risk/Compliance

to ensure procedures align with regulatory requirements and audit standards.

Required Qualifications:

5-8 years

in Operations Analytics, Reporting, Data Engineering/BI, or Process Automation--preferably in Financial and Banking Organizations Strong

SQL

experience. Hands-on with

Power

BI

. Highly Skilled in analyzing data. Excellent communication--able to convert technical findings into

business narratives

and executive-ready reporting. Proven track record driving

process improvements

and

automation outcomes

with measurable impact.

Key Competencies

--------------------

Operational Rigor

: High ownership, strong attention to detail, disciplined execution.

Problem Solving

: Analytical thinking with bias for action; adept at root-cause analysis.

Data Stewardship

: Advocates for accuracy, lineage, and governance.

Automation Mindset

: Persistent in eliminating manual steps and standardizing processes.

Stakeholder Influence

: Builds trust, secures buy-in, and drives cross-functional outcomes.

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. 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.


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, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Timings

(2:00p-10:30p)

India Business Unit

AWMPO AWMP&S President's Office

Job Family Group

Business Support & Operations