Senior Client Reporting Analyst

Sr Client Reporting Analyst

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

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Your Role:

• Develop a strong understanding of reporting process and the relevant data within Investment management operations.

• Build good understanding of data flows across systems from source to reporting platforms along with the impact of data on reporting.

• Act as an SME for the data quality processes along with managing the daily deliverables.

• Support lead/supervisor in conducting process trainings and assessments.

• Support lead/supervisor in planning the work allocation along with monitoring the process.

• Ensure the established timelines and quality of deliverables that may impact the business are met on an on-going basis.

• Ensure process documentation and standard operating procedures (SOPs) are updated on a real time basis.

• Collate metrics for the team and support lead in preparing the MIS.

• Support lead/supervisor in requirement gathering, testing and validation exercises for any projects or initiatives.

• Drive implementation of process improvement ideas and eliminate challenges.

• Ensure timely communication of queries, issues and escalations to the lead/supervisor.

• Participate in the stakeholder meetings and contribute effectively.

• Contribute to cross-functional initiatives within the department.

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The Experience You Bring:

• 4-7 years of overall experience in the financial services sector.

• Must have 2-3 years of experience in data domain within the overall experience.

• Strong understanding of financial services specifically Investment management.

• Must have a basic understanding of Reporting domain.

• Good understanding of data domain and data quality principles.

• Strong attention to detail, analytical thinking, and organizational ability.

• Strong written and verbal communication skills.

• Proven ability to manage multiple priorities and meet tight deadlines.

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Skills / Other Personal Attributes Required:

• Good knowledge of SQL and any BI tool – Power BI, Tableau, Oracle BI etc.

• Intermediate knowledge of MS Excel, MS Word and hands on experience using the skills for business purposes.

• Good data analysis skills with hands on experience.

• Strong documentation skills.

• Effective team player with strong collaboration and problem-solving skills.

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Academic Requirements:

Bachelor’s degree (B. Com, BBA, or equivalent) or MBA with specialization in Finance, Operations, or Data Management.

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LICENSE/REGISTRATION/CERTIFICATION: (minimum requirement to perform job duties)

• Fundamentals of Data (Preferred)

• Fundamentals of Data Analysis (Preferred)

• Any data quality tool – Informatica, Atacama etc. (Good to have)

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

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/ 

Experience Level

Senior Level