Senior Analyst, Client Analytics

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.

Your Team

Client Intelligence team is responsible for increasing data driven decision making at Invesco. The group works mostly with the Americas Distribution and Marketing teams to help increase net sales through a better understanding of our clients (financial advisors). It works like a small startup within the organization, with a clear focus on improving effectiveness and efficiency through end-to-end management of data, analytics, visualization and in-field implementation.  

Your Role

Key Responsibilities / Duties: 

• Support ETF and Private Markets specialists’ sales team in analyzing data to identify trends, client behavior and performance metrics 

• Support product marketing teams in deep diving product campaign segmentation, activation and impact evaluation 

• Maintain and monitor existing dashboards in WMI to ensure accuracy, functionality and timely updates making sure the engine run smoothly 

• Develop interactive dashboards and data visualizations using Tableau and Power BI to support strategic decision making 

• Utilize various industry data sources and tools to support product analysis and reporting requirements 

• Write complex SQL queries to extract and manipulate data from Snowflake and other data warehouses 

• Conduct segmentation analysis for specialist teams to identify high potential clients and investment opportunities 

• Automate data extraction, transformation and reporting processes to increase efficiency and accuracy 

• Present data-driven insights and recommendations to stakeholders, translating complex analytics into clear and actionable insights 

• Collaborate with cross functional teams (sales, marketing) to gather requirements and deliver data driven insights 

• Serve as a datapack expert and product data domain expert  

• Project managing the solution design, implementation and monitoring process 

Data Management: 

• Help build out the data validation and business user acceptance testing capabilities required to support customer centric analytics and visualization 

• Partner with the Data Engineer and Data Science team to optimize the cloud-based AWS / Snowflake environment to support BAU activities 

• Collaborate with business subject matter experts and IT teams on projects as needed 

The Experience You Bring

• 3+ years of hands-on experience developing and applying data analytics and deployment in a corporate or consulting setting, preferably in a B to B or customer centric environment (extensive experience with financial transaction data is a plus) 

• Strong technical competence: 

• Proficiency in tableau and Power BI for data visualization 

• Proven hands-on experience with FactSet, client analysis and competitive Insights 

• String SQL skills, with experience working in Snowflake or similar cloud data warehouses 

• Good understanding of data manipulation and transformation techniques 

• Excellent analytical thinking, problem solving skills and attention to detail 

• Familiarity with CRM and Sales performance systems (e.g., Salesforce) 

• Proficiency in Python for data analysis and automation 

Academic requirements

• Undergraduate or advanced degree in quantitative or Finance discipline (i.e. Statistics, Mathematics, Econometrics, Finance, Operations Research, Computer Science) with focus on data analytics techniques 

• Strong academic qualifications, including advanced understanding/coursework in database management  

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/