Investment 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

Your Role:

As part of the Performance Measurement, Analytics and Reporting (“PMAR”) organization, our team collects and analyzes investment data. Our key internal stakeholders include portfolio/product management, marketing, compliance, and investment management. This role is to support the day-to-day needs of the business and to help drive the team forward by being a key contributor to ongoing strategic projects.

*****Only accepting applications for candidate's who live in Louisville, Kentucky or Houston, Texas at this time******

You will be responsible for:

• Calculate, review, and verify performance data ensuring accuracy and timeliness. Interact with appropriate individuals/groups to resolve errors as necessary

• Maintain systems and databases by ensuring departmental procedures are followed to review the accuracy and integrity of performance data

• Use statistical tools to identify, analyze, and interpret anomalies and patterns in complex data sets that could be helpful for the diagnosis and resolution of trends and troubleshoot issues

• Assist in the construction and maintenance of composites in compliance with the Global Investment Performance Standards. 

• Identify opportunities to streamline existing business processes by automating recurring and ad-hoc analyses into stable, repeatable reports, metrics, and dashboards.

• Interact regularly with clients to research, analyze and resolve queries

• Actively participate on special projects and support/implement process improvements/efficiencies

• Develop automated solutions via technical enhancements utilizing SQL and/or VBA

• Understand data infrastructure and work to resolve data issues

The experience you bring:

• Completion of a Bachelor’s degree in Computer Science, Mathematics, Finance, Accounting, Marketing or a related field is required. It is also necessary to understand industry regulations governing the investment management industry and related compliance procedures

• Strong exposure with analyzing large quantity and variety of data.

• Advanced Excel skills.

• Data visualization experience using Power BI, Tableau or any other visualization tool is an advantage.

• Experience partnering with IT engineers to design data repositories and pipelines desirable.

• Expertise in using data sourcing and analysis tools such as Alteryx, SQL, Python, SAS or R

• Must have a proven background in problem solving complex issues

• You are an independent self-starter, positive can-do attitude that overcomes challenges and barriers.

• A have a high degree of curiosity and a desire to learn, including taking on results-oriented new assignments.

• Must be able to communicate effectively both in writing and orally

• Must be proficient with Microsoft Office

• Must be able to cooperate in a hybrid team environment

• Pursuit or completion of CIPM, CIMA, CFA, CPA, CFP, ACCA or ACA designations encouraged

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

YesWorkplace 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. 

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.