Principal Business Analyst, Investment Technology

Posted 9 Days Ago
Be an Early Applicant
Henley-on-Thames, Oxfordshire, England, GBR
In-Office
Entry level
Fintech
The Role
The Principal Business Analyst will analyze requirements and deliver technology solutions for Transfer Agency, Finance, Distribution, Investment, Oversight, and Client Reporting teams. Responsibilities include gathering data requirements, collaborating with business partners, documenting analysis, building stakeholder relationships, and delivering cloud-focused enhancements using Agile, iterative, and MVP methodologies. The role requires investment management and asset management knowledge, SQL and database expertise, and experience with Transfer Agency operations and investment technology platforms.
Summary Generated by Built In

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.

Job Description

We have an outstanding benefits package which includes:

  • Company-provided healthcare
  • A competitive annual leave allowance
  • Flexible working options, including hybrid working arrangements
  • Generous pension provisions
  • Income protection
  • Health and wellness benefits
  • Volunteering days
  • Enhanced parental leave
  • Life insurance

Your Role:

The Principal Business Analyst will primarily focus on the requirements and implementation of solutions and tooling for the Transfer Agency, Finance and Distribution operational business clients in close cooperation with Investment, Oversight and Client Reporting teams.  Business Analysis tasks and associated technical changes are part of innovative initiatives providing our internal business partners with the right business tools and solutions to grow the business.  

The role will work on business analysis tasks and oversees changes covering multiple business areas and groups.  A very good understanding of agile methodologies, solid technical analysis skills and client relationship building will enable success in this position. Focus will be on data requirements and solutions.


What you will be doing:

  • Achieving business goals through business analysis tasks and delivery of innovative IT solutions.
  • Collaborate with business partners to develop specific capabilities and enhancements.
  • Initiate and grow strong relationships with business users.
  • Deliver technology solutions and enhancements that work towards our Cloud first strategic priority.
  • Deliver change using a variety of methodologies, including iterative, Agile and MVP approaches.
  • Create documentation based on analysis to communicate with business and technology leaders.

What you will bring:

  • Having a good degree in science, technology, engineering, and/or mathematics/statics from a fully accredited leading university 
  • Good understanding of investment management 
  • Good technical understanding, SQL and database knowledge 

  • Proven experience in asset management and/or Transfer Agency within the last 5 years 
  • Should have proven track record of successfully analyzing BA tasks and implementing technical solutions to drive business improvements 
  • Knowledge over Transfer Agency and Investment data and technology platforms will be an advantage 
  • Technical experience over the Snowflake platform for operational oversight and data solutions will be an advantage  
  • Any experience of key industry software applications 
  • Written, verbal communication and presentation skills 
  • Able to work in a global, multicultural and diverse environment 
  • Structured, disciplined approach to work, with attention to detail 
  • Disciplined time management skills 
  • Ability to multi-task and work on more than one initiative at a time 
  • Self-motivated.  Capable of working with little or no supervision 
  • Ability to react positively under pressure to meet tight deadlines 
  • Able to work independently or as a team player 
  • Enjoy challenging and thought provoking work and have a strong desire to learn and progress 

Disability Confident Scheme :

Applicants who opt in to the Disability Confident Scheme and meet the ‘minimum criteria’ for the role will be offered an interview. We are committed to providing an inclusive recruitment process for all candidates who make an application. By opting-in to this scheme, applicants will be disclosing that they have a disability solely for the purpose of the Disability Confident Scheme.

The Disability Confident Scheme only guarantees an interview – it does not automatically mean that applicants interviewed will gain employment with Invesco at that time.

To apply through the Disability Confident Scheme, you’ll need to firstly ensure you have applied for the role via our external careers page. Following this, you’ll need to email us at [email protected] confirming your wish to opt-in, alongside your contact details and the title of the role you wish to apply for.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

No
Workplace Model

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 the role's advertised 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.

If this sounds like you, we’d love to hear from you! We want all of our candidates to shine during the application and selection process, so if you need any adjustments to be made, please send an e-mail to [email protected]. Please include your name, the job you are interested in, and the type of adjustment you need (for example; breaks during your interview, remote interviews, additional time for assessments or other required adjustments)

We promote a working environment that welcomes everyone and creates inclusive teams, celebrates difference and encourages everyone to be themselves at work.

Our commitment to the community and environmental, social and governance investing:
We partner with charitable organisations globally to make an impact in the communities where we live and work. Our people are encouraged to support the charities they feel most passionate about.  We are also committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific responsible investment product strategies as well as part of our commitment to deliver a superior investment experience. 

Recruitment Agencies: 
Invesco has an in-house recruitment team, which focuses on sourcing great candidates directly. Invesco will not accept unsolicited resumes from agency or search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired. When we do use agencies, we have a PSL in place, so please do not contact hiring managers directly.

Regulatory:
This position may fall in-scope of one or multiple regimes/directives.

Skills Required

  • Degree in science, technology, engineering, mathematics, or statistics from a fully accredited university
  • Understanding of investment management
  • Technical understanding of SQL and databases
  • Proven experience in asset management and/or Transfer Agency within the last five years
  • Track record of analyzing business analysis tasks and implementing technical solutions
  • Written, verbal communication, and presentation skills
  • Ability to work in a global, multicultural, and diverse environment
  • Structured and disciplined approach with attention to detail
  • Time management and multitasking skills
  • Ability to work independently and collaboratively
  • Ability to meet tight deadlines and work effectively under pressure
  • Knowledge of Transfer Agency and investment data and technology platforms
  • Technical experience with Snowflake for operational oversight and data solutions
  • Experience with key industry software applications

Invesco Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Invesco and has not been reviewed or approved by Invesco.

  • Retirement Support — Retirement programs emphasize a strong 401(k) design with immediate eligibility and match vesting, alongside references to employer contributions that support long-term savings. Materials position retirement offerings as a core element of a comprehensive total-rewards package.
  • Parental & Family Support — Parental leave is positioned as a robust offering in the U.S. and EMEA, with detailed paid-leave durations previously disclosed and an emphasis on inclusive, gender-neutral policies. Company information indicates broad parental-leave availability as part of total rewards, subject to local specifics.
  • Leave & Time Off Breadth — Paid time off and holidays are highlighted as meaningful components of the package, with flexibility noted in some areas. Feedback suggests certain U.S. exempt roles use flexible or “unlimited” PTO approaches that enhance practical time-off access.

Invesco Insights

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The Company
HQ: Atlanta, Georgia
4,700 Employees

What We Do

Invesco is an independent investment management firm delivering an investment experience designed to help people get more out of life.

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