Sr Client Reporting Analyst
Invesco
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
Key Responsibilities/Duties:
- Prepare Daily, Weekly, Monthly & Quarterly Reports by coordinating the information from various applications/ teams to distribute accurate Client Reports within prescribed deadlines.
- Support in Handling Client Queries appropriately and on time
- To be able to work under minimal supervision, besides handling complex queries.
- Provides training/ guidance to new members in the Team and assists the Lead in executing the Development Plans of the new members; may perform some tasks of the Lead, when required
- Strictly adhere to policies & procedures while working on reports and complete due diligence in completing with the highest standards.
- Work on data testing of various items for new and current GCCP projects.
- Assist project managers with issues about items tested
- Assist Client Service teams with systems' testing (i.e., DeskNet regression testing) or heavy production periods.
- Ensure the Team Lead/ Manager is made aware of any item that is deemed to be of.
- Ensure that accurate reporting records and databases are maintained and required for management information.
- Identify system functionality and process improvements to eliminate manual solutions and workarounds, whilst promoting a scalable support model. Contribute to projects to improve procedures and raise the standards of service.
- Ability to assist and stay abreast of all data architecture, Tech & operational issues
- Problem Solving – Deep dive into key business problems & provide appropriate solution and support in execution of solution
- Drive team metrics (Snapshots, Utilizations, RCA, Process status reports, etc.)
- Act as a reviewer, review team members' reports/production, and share the observations
Technical Abilities and/or other Specialized Skills
- Understanding the structure and properties of Investment Instruments, Bonds, Stocks, Credit Default Swaps, Warrants, Futures, and Options
- Knowledge of mutual fund business and interactions with various internal and external constituencies
- Aptitude for rapid adaptation to new systems/software
- Strong knowledge of Microsoft Outlook and Microsoft Office (Word, Access, Excel)
- Ability to write simple or moderate macros & SQL queries to support reporting requests
Skills / Other Personal Attributes Required:
- Responsible & Accountable for the work allocated end-to-end, self-managed & proactive.
- Be commercially focused, understanding how to use data and insights to drive and measure activities
- Must be a detail-oriented, self-starter with strong organizational skills.
- Must possess excellent analytical, reasoning, and problem-solving skills
- Demonstrate flexibility, enthusiasm, and a willingness to learn while ensuring that all deadlines are met
- Able to develop and maintain relationships with management, clients, and co-workers, and work to meet and exceed their needs fully
- Positive thinking, creating energy & the ability to cooperate in a team environment are critical
- Should possess strong written and oral communication skills and can interact well with all levels of management
- Demonstrated ability to drive projects/initiatives in a focused and highly tactical manner
Full Time / Part Time
Full timeWorker Type
EmployeeJob Exempt (Yes / No)
NoWorkplace 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/