Manager, Client Reporting

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!

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Your Role

• Assist the Dept. Manager in accomplishing Department Goals by accepting Ownership of the existing/ new Projects.
• The candidate will focus on developing, managing and executing operational processes and tasks in support of Client Reporting for Invesco’s Institutional/ Retail Clients by being responsible for the administration of defined portfolios.
• The individual will have tactical responsibilities for various client reporting projects and need to facilitate and build working relationships with internal distribution teams.

You Will Be Responsible For:

• Oversee the Client reporting function in HYD, vis-à-vis preparation of Daily, Weekly, and Monthly & Quarterly Client Reports by coordinating the information from various applications/ teams and further ensure accurate Client Reports are distributed within prescribed deadlines.
• Build and maintain excellent relationship with stakeholders from Marketing, Investment and Investment Services functions
• Determine, Report and seek approval for staffing requirements in a timely manner.
• Participate and contribute in Dept. level meetings.
• Steer the efforts of the teams (across department as assigned) in achieving the intended / deliberated objectives and initiatives of the department
• Maintains 100% accuracy and Turn around times as determined across all the teams within Client Reporting or as assigned within the department
• Provide management view into process changes/automations resulting in increased measurable results along with key metrics which impact the operations.
• Identify and strive towards mitigating the risks in the current & potential future projects.
• Identify successors at various levels in the team, provide direction and commit to their development and ensure the teams are engaged and motivated all the times.
• Strives to create & maintain an environment which enables team members to give recommendations on any process/ non-process practices.
• Foster a culture of questioning and enable the team members to challenge the status quo and come up with innovative ideas.
• Ensure that the BIA documents are updated regularly and well prepared for any BCP event
• Direct the Team Leads in conducting annual performance and development reviews.
• Ensure that all the queries are duly attended and Manager is kept informed of significant issues.

The Experience You Bring:

• 12+ years experience in financial services domain, preferably in Asset Management/ Investment Banking industry, with 5-7 years experience in leading Client Reporting teams
• PMP Certification and project management experience would be an added advantage
• Understanding of various client communications and structure is preferred
• Understanding of Performance Calculations, with exposure to Investment Accounting.

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/