Janhvi Kalra
Investor Report Associate - Ameriprise Financial LLC ||
- Role
- Investor Report Associate at Ameriprise Financial Services, LLC
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Janhvi Kalra
As an Investor Reporting Associate, I support fund managers by streamlining investment…
Experience
Investor Report Associate
Ameriprise Financial Services, LLC
Sep 2024 — Present · Gurugram, IN
Investor Reporting & Fund Management Support – Provide comprehensive support to fund managers and colleagues through workflow management, and compliance adherence, ensuring efficient investment reporting processes.* Financial & Investment Reporting – Responsible for preparing, validating, generating, and delivering institutional fund/mutual fund reports, covering portfolio holdings, transactions, performance, benchmarks, and reconciliations using PowerPoint, SSRS tool, Adtrax, Advance Excel and Salesforce.* Collaborate with fund managers to align reporting needs with business goals, and enhance operational efficiency.* Regulatory Compliance & Brand Adherence – Ensure brand consistency and regulatory compliance by implementing updates in standard documents and keeping stakeholders informed about necessary amendments.
Education
Amity University
Bachelor in Science
2017 — 2020
Panjab University,Chandigarh
Master's degree
2020 — 2022
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