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Client Reporting Analyst

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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

Client and Product Reporting teams play a key role in enabling business in EMEA. The team works on providing various reports and product updates to Clients and Vendors with different frequencies which help clients’ investment decision-making based on their financial objectives.

KEY RESPONSIBILITIES / DUTIES:

Prepare Daily, Weekly, Monthly, and quarterly Reports by coordinating the information from various applications/teams to distribute accurate data to Vendors/Clients within prescribed deadlines.
Take care of Vendor Queries appropriately, and timely, and provide workable solutions.
To be able to work under minimal supervision, besides handling complex queries.
Strictly adhere to policies & and procedures while working on queries/reports and due diligence in completing with the highest standards.
Work on Quality/Audit checks of the Vendor data and ensure correct data is available on the Vendor platforms.
Work on data testing of various items for new and current projects/vendor platforms.
Analyze the current process flow, requirements, and areas of improvement, and propose ideas that result in time or cost savings.
Create and keep up-to-date process documentation, trackers, and metrics.
Excellent verbal and written communication as well as interpersonal and leadership skills necessary to communicate effectively with individuals at all levels.
Must demonstrate ability to establish priorities and appropriate deadlines both individually and at a team level.
Strong analytical skills to interpret complex and detailed data, including policies, procedures, and regulations.
Ability to lead and collaborate in a team environment and professionally conduct themselves.
Ensure the supervisor/Team Lead is made aware of any item which is deemed to be aware of.
Understands how the assigned duties relate to others in the Team and how the Team integrates with other Teams

FORMAL EDUCATION:

MBA Or any professional qualification with finance as the major

WORK EXPERIENCE / KNOWLEDGE:

3+ years of previous experience in the financial services industry, with good operations exposure.
Understanding of the Asset Management Industry and understanding of performance calculations is preferred.

SKILLS / OTHER PERSONAL ATTRIBUTES REQUIRED:

Team Player
Excellent communication skills
Eye for detail and accuracy
Flexibility and adaptability
Analytical and Problem solving
Proactive Approach (Planning and execution)
Time Management and Multitasking
Creating thinking to gain efficiencies
Identifies key professional working relationships and works to develop them over time.
Able to work independently and drive initiatives individually whenever required.

WORKING CONDITIONS:

Normally works a regular schedule of hours, however, hours may vary depending on the project or assignment (Business requirement)

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Workplace 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.

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/

Average salary estimate

$60000 / YEARLY (est.)

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$50000K

$70000K

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What You Should Know About Client Reporting Analyst, Invesco

Are you ready to make an impact? Join Invesco as a Client Reporting Analyst in Hyderabad, Telangana, and help us drive the financial success of our clients. At Invesco, we take pride in being a leading asset manager dedicated to helping investors achieve their financial goals. In this role, you'll collaborate with the Client and Product Reporting teams to create vital reports that inform investment decisions. You'll coordinate information across different applications and ensure the accuracy of data distributed to our clients and vendors, keeping their financial objectives at the forefront. Your day will involve preparing various reports on a daily, weekly, monthly, and quarterly basis, all while adhering to our high standards of quality and compliance. Proactive communication with vendors to address inquiries will be key, as well as suggesting improvements to current processes that enhance efficiency. With strong analytical skills, you'll interpret complex data and maintain documentation that helps track progress and results. Join us where teamwork, integrity, and personal growth are valued! At Invesco, we're not just looking for a number cruncher; we want a team player who can collaborate across functions and embrace a proactive approach. If you hold an MBA or a professional qualification with finance as your major and have 3+ years of experience in the financial services industry, this role is perfect for you. Come be part of a diverse workplace and take your career to new heights as you contribute to meaningful work in the financial sector!

Frequently Asked Questions (FAQs) for Client Reporting Analyst Role at Invesco

What are the main responsibilities of a Client Reporting Analyst at Invesco?

As a Client Reporting Analyst at Invesco, you will be responsible for preparing key reports that assist clients in their investment decisions. This includes coordinating data from various applications, responding to vendor queries, conducting quality checks on vendor data, and analyzing processes for potential improvements. Your ability to communicate clearly and work with minimal supervision will be essential in ensuring timely and accurate reporting.