Senior Business and Data Analyst

Posted 6 Days Ago
Be an Early Applicant
2 Locations
In-Office
Senior level
Fintech
The Role
Leads business and data analysis for distribution-related client data solutions. Translates business needs into functional and data requirements, supports data mastering, governance, quality, migration, and architecture initiatives, and manages smaller projects. Collaborates with business, technology, engineering, vendors, and data teams. Uses Snowflake, AI tools, and potentially GenAI agents to develop scalable solutions and insights for investment and trading stakeholders.
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 Senior Business and Data Analyst will primarily focus on driving business and data analysis activities supporting the implementation and enhancement of solutions and tooling for Distribution related solutions covering client data capabilities, in close cooperation with operational Distribution Data teams and other stakeholders. The role will help ensure that business needs are translated into well-defined business, functional and data requirements supporting strategic and innovative initiatives such as Client Book of Record and a Global Client Master. The role will take ownership of business and data analysis activities across multiple business areas and stakeholder groups, working closely with both business and technology teams. Success requires a very good understanding of agile methodologies, strong analytical and technical capabilities, and strong client relationship management, with particular emphasis on data requirements, data quality, data flows and scalable data solutions.


What you will be doing:

  • Liaise with Business Partners in the different Distribution functions to solicit in-depth requirements that contribute to the design, build and implementation of solutions and enhancements that align with strategic business goals
  • Prepare, review and maintain documented requirements for enhancements to systems and/or business processes, optimizing efficiency and consistency
  • Taking ownership for the project management of smaller initiatives, including the provision of delivery status updates and the management of risks and issues
  • Collaborate with other Distribution related functional areas – i.e. Distribution Data Office, Client Insights, Marketing Analytics – as well as external vendors in the execution of project delivery
  • Partner with colleagues across Technology to collaborate on cross-functional deliverables
  • Assisting the squad in providing consultative assistance to the Engineering Run/Support teams on an ad-hoc basis
  • Develop and maintain close business relationships to forge strong partnerships. Help identify opportunities where technology can be an enabler or productivity tool and relay them to other technology teams for possible follow up actions through projects/BAU.
  • The role will include the utilization of AI skills and tools as deemed appropriate to deliver on business requirements and will in some instances involve the build/maintenance of full AI solutions including GenAI Agents.
  • Supporting the implementation of data mastering systems
  • Reviewing data usage patterns to identify redundant or duplicated datasets that can be consolidated or retired
  • Supporting the migration from legacy systems to target architecture: mapping sources front to back, producing data flow diagrams and expanding the data catalogue
  • Contributing to data governance, data quality and wider data management activity, working with internal technology partners and third party partners

What you will bring:

  • Proven experience in asset Management ideally as inhouse employee or as service provider
  • Have experience with Transfer Agent operations or Distributor platform operations.
  • Have a good understanding of the principles how transactions in funds (subscriptions/redemotions) are processed
  • Ideally have an understanding of how a CSD (like Clearstream or Euroclear) operate mutual fund transactions.
  • Ideally having had a deep exposure to data from Transfer Agents and back-office related systems for position and transaction data management
  • The role will have a particular focus on leveraging our Snowflake data capabilities to elicit insights and build solutions to serve the investment and trading communities.
  • Have deep knowledge of data processing capabilities in Snowflake and using Snowflake tool such as Cortex Code for AI
  • Knowledge of Artificial Intelligence (AI) capabilities such as Microsoft Copilot or AWS Bedrock and other agentic capabilities
  • Knowledge of other capabilities  such as AWS services, API’s and DevOps, is an advantage or having a willingness to undertake training in these areas
  • Bachelor’s Degree in Management Information Systems or Computer Science is preferred or commensurate relevant work experience
  • Challenging yourself and our business partners to think about the future, asking if things can be done different
  • Excellent verbal & written skills (must be capable of communicating clearly and effectively to senior business users, IT management and internal team members)
  • Must demonstrate a proactive, customer-focused attitude and understand the fundamentals of customer service
  • Exceptional analytical and problem-solving skills, i.e., root-cause analysis
  • Structured, disciplined approach to work, with keen attention to detail and quality
  • Ability to analyze requirements and problems and to propose innovative but workable solutions

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes
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

  • Proven experience in asset management, ideally as an in-house employee or service provider
  • Experience with transfer agent operations or distributor platform operations
  • Understanding of how fund transactions, including subscriptions and redemptions, are processed
  • Understanding of CSD operations for mutual fund transactions, such as Clearstream or Euroclear
  • Deep exposure to transfer agent and back-office data for position and transaction data management
  • Deep knowledge of Snowflake data processing capabilities and Cortex Code for AI
  • Knowledge of artificial intelligence capabilities, such as Microsoft Copilot, AWS Bedrock, and agentic technologies
  • Knowledge of AWS services, APIs, and DevOps, or willingness to undertake training
  • Bachelor's degree in Management Information Systems or Computer Science, or equivalent relevant experience
  • Excellent verbal and written communication skills with senior business users, IT management, and internal teams
  • Proactive, customer-focused attitude and understanding of customer service fundamentals
  • Exceptional analytical and problem-solving skills, including root-cause analysis
  • Structured, disciplined approach with strong attention to detail and quality
  • Ability to analyze requirements and problems and propose innovative, workable solutions

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

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

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.

Similar Jobs

Test Triangle Logo Test Triangle

Business Analyst

Information Technology • Software • Consulting
In-Office
Dún Laoghaire, Leinster, IRL
104 Employees

MongoDB Logo MongoDB

Software Engineer

Big Data • Cloud • Software • Database
Easy Apply
Remote or Hybrid
3 Locations
5550 Employees

Boeing Logo Boeing

Senior Manager Engineering, Commercial Modifications (m/f/d)

Aerospace • Information Technology • Software • Cybersecurity • Design • Defense • Manufacturing
In-Office
Dublin, Leinster, IRL
170000 Employees

Ericsson Logo Ericsson

Head of Development Platform Services

Cloud • Information Technology • Internet of Things • Machine Learning • Software • Cybersecurity • Infrastructure as a Service (IaaS)
In-Office
4 Locations
88000 Employees

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
85 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account