Business Analyst, Investment Compliance

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

About the Role:

The Business Analyst, Investment Compliance sits within the Global Investment Compliance Change team and supports delivery of change initiatives across the Investment Compliance (IC) function. Investment Compliance at Invesco interprets investment restrictions from regulations and client investment management agreements, implements these as controls in systems, and monitors them pre and post trade to ensure compliance over time. The team works closely with investment teams to support compliant portfolio management.

The role focuses on understanding business problems, analysing data and processes, and contributing to practical, structured solutions that improve how Investment Compliance operates, including its tools, workflows, and controls. You will work across global teams (IC, technology, data, and operations) to support delivery of change initiatives and help ensure the IC function operates in a consistent and scalable way.

Responsibilities of the Role:

Stakeholder Partnership and Delivery

• Work with teams across IC, data, technology, and operations to support delivery of change initiatives 

• Contribute to defined deliverables, ensure that work is completed accurately and to agreed timelines 

• Support coordination across global teams to track progress, raise issues, and help move work forward

Problem Solving and Analysis

• Break down business problems into structured components and support development of practical solutions 

• Analyze data and process flows to identify issues, risks, and improvement opportunities 

• Support root cause analysis and ensure findings are clearly documented

Data Analysis and Insight Generation

• Work with datasets, such as trades, holdings, restrictions, breaches, or similar operational data, to identify trends and issues 

• Use tools such as Excel, SQL, Power BI, or AI-enabled productivity tools to support analysis and insight generation 

• Link analysis to business outcomes, operational effectiveness, and potential control impacts 

Communication and Documentation

• Communicate findings, issues, and recommendations in a clear and structured way 

• Produce well organized documentation to support requirements, analysis, testing, and delivery 

• Contribute presentations, updates, and supporting materials for stakeholders

Requirements and Change Delivery

• Support gathering, documentation, and validation of business requirements 

• Assist with traceability of requirements and outputs with stakeholders and project teams 

• Contribute to testing activities, including UAT support, test case preparation, validation, and issue tracking 

Process Improvement and Change Support

• Identify opportunities to improve processes, workflows, and ways of working 

• Support implementation of improvements through structured change activity 

• Contribute to tool, reporting, and process enhancements across the IC function 

Tools, Automation and AI Adoption 

• Support enhancements to dashboards, reporting, knowledge management, and workflow tools used by the IC function 

• Use AI tools responsibly to improve efficiency in analysis, documentation, and repetitive tasks, with appropriate review and governance 

• Help identify opportunities for automation and better use of data across the team

Requirements of the Role:

• Bachelor’s degree, or equivalent practical experience in a related field

• Demonstrable ability to analyze problems, structure thinking, and contribute to practical solutions, gained through academic work, internships, apprenticeships, part time roles, or early career experience 

• Familiarity with tools such as Excel, SQL, Power BI, Python, or similar, or the ability to learn quickly and use AI tools to support analysis and documentation 

• Experience contributing to projects, structured deliverables, or team-based outcomes 

• Exposure to testing activities, validating outputs, or understanding of structured testing approaches 

• Evidence of curiosity, a growth mindset, and self-directed learning, including learning new tools, skills, or concepts and applying them in practice to improve outcomes 

• Exposure to financial services, asset management, compliance, or order management systems (preferred)

The salary range for this position in New York is $75,000 - $105,000/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.