Gaurav Kumar

Senior Analyst - Financial Advisor Support

Ameriprise Financial

07.2021 - Current

Provided comprehensive support to US based - Private Wealth Advisors (Members of Chairman Advisory Council) in servicing clients by preparing portfolio materials for client meetings.
Leveraged analytical skills to build Financial Plans.
Prepared financial plan reports that included evaluation of profit and loss of individual investments and asset class, and made recommendations for Defined contribution plans.
Provided advanced advice in terms of investment and tax benefits.
Interpreted financial data of clients to understand overall financial health, made financial projections, and recommended portfolio/robust product solutions that fit clients' risk tolerance, goals, and time frame.
Prepared Morningstar, Thomson ONE and Portfolio Manager, Salesforce CRM reports.
Conducted investment research.
Worked over 725+ Foundational Financial Plans and 6500+ Meeting reports with Portfolio Reports.
Initiated money movements (Internal/ACH/Check/Wire transfers).
Optimized core processes to improve business performance and operational agility.
Researched and adopted new technologies to add value to existing offerings.
Generated reports detailing findings and recommendations.
Gathered, organized, and inputted information into digital database (New Business).
Developed and updated tracking spreadsheets for process monitoring and reporting.
Conducted workplace compliance training to reduce liability risks and operate effectively.
Conducted regular reviews of operations and identified areas for improvement.
Provided technical knowledge, coaching, and mentoring to junior team members (7) to ensure optimum performance.