Client Reporting Analyst

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

Client and Product Reporting teams play a key role in enabling business in EMEA. The team works on providing various reports and product updates to Clients and Vendors with different frequencies which help clients’ investment decision-making based on their financial objectives.

KEY RESPONSIBILITIES / DUTIES:

• Prepare Daily, Weekly, Monthly, and quarterly Reports by coordinating the information from various applications/teams to distribute accurate data to Vendors/Clients within prescribed deadlines.
• Take care of Vendor Queries appropriately, and timely, and provide workable solutions.
• To be able to work under minimal supervision, besides handling complex queries.
• Strictly adhere to policies & and procedures while working on queries/reports and due diligence in completing with the highest standards.
• Work on Quality/Audit checks of the Vendor data and ensure correct data is available on the Vendor platforms.
• Work on data testing of various items for new and current projects/vendor platforms.
• Analyze the current process flow, requirements, and areas of improvement, and propose ideas that result in time or cost savings.
• Create and keep up-to-date process documentation, trackers, and metrics.
• Excellent verbal and written communication as well as interpersonal and leadership skills necessary to communicate effectively with individuals at all levels.
• Must demonstrate ability to establish priorities and appropriate deadlines both individually and at a team level.
• Strong analytical skills to interpret complex and detailed data, including policies, procedures, and regulations.
• Ability to lead and collaborate in a team environment and professionally conduct themselves.
• Ensure the supervisor/Team Lead is made aware of any item which is deemed to be aware of.
• Understands how the assigned duties relate to others in the Team and how the Team integrates with other Teams

FORMAL EDUCATION: 

• MBA Or any professional qualification with finance as the major

WORK EXPERIENCE / KNOWLEDGE: 

• 3+ years of previous experience in the financial services industry, with good operations exposure.
• Understanding of the Asset Management Industry and understanding of performance calculations is preferred.

SKILLS / OTHER PERSONAL ATTRIBUTES REQUIRED:

• Team Player
• Excellent communication skills
• Eye for detail and accuracy
• Flexibility and adaptability
• Analytical and Problem solving
• Proactive Approach (Planning and execution)
• Time Management and Multitasking
• Creating thinking to gain efficiencies
• Identifies key professional working relationships and works to develop them over time.
• Able to work independently and drive initiatives individually whenever required.

WORKING CONDITIONS:

• Normally works a regular schedule of hours, however, hours may vary depending on the project or assignment (Business requirement)

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

NoWorkplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. 

Why Invesco

In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other’s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally. 

We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs).  

What’s in it for you? 

As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world. 

Our benefit policy includes but not limited to: 

• Competitive Compensation 
• Flexible, Hybrid Work 
• 30 days’ Annual Leave + Public Holidays 
• Life Insurance 
• Retirement Planning 
• Group Personal Accident Insurance 
• Medical Insurance for Employee and Family 
• Annual Health Check-up 
• 26 weeks Maternity Leave 
• Paternal Leave 
• Adoption Leave 
• Near site Childcare Facility 
• Employee Assistance Program 
• Study Support 
• Employee Stock Purchase Plan 
• ESG Commitments and Goals 
• Business Resource Groups 
• Career Development Programs 
• Mentoring Programs 
• Invesco Cares 
• Dress for your Day 

In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence. 

To know more about us 

About Invesco: https://www.invesco.com/corporate/en/home.html 

About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html 

About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html 

About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html 

Apply for the role @ Invesco Careers: https://careers.invesco.com/india/