Posted By
Posted in
Banking & Finance
Job Code
1637818

Client Reporting Analyst
Locations - Hyderabad, Telangana
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.
Key Responsibilities / Duties:
- Responsible for preparing reports based on defined frequency (daily, weekly, monthly, quarterly, etc.) by sourcing the reporting information from various applications and/ or teams to distribute accurate client reports within prescribed deadlines.
- Able to handle basic client queries and assist senior team members in complex queries.
- To be able to work under direct supervision and assist in transitioning work from local offices.
- Strictly adhere to policies & procedures while producing reports and due diligence in completing with the highest standards and accuracy
- Assist in preparing and maintaining accurate and complete process documentation.
- Work on data testing of various items for new and current GCCP projects. Also, assist project managers with issues about items tested.
- Assist local offices with systems testing (i.e., DeskNet regression testing) or heavy production periods.
- Analyze the current process flow, requirements, and areas of improvement, and propose ideas that result in time or cost savings.
- Articulate business requirements concisely and efficiently with multiple teams. Use the "why" techniques to identify the root cause.
- Ensure Team Lead/ Manager is made aware of any item which is deemed to be aware of
Formal Education:
- MBA Or any professional qualification with finance as the major
License/Registration/Certification: (minimum requirement to perform job duties) - None
Work Experience / Knowledge:
- 2-4 years of previous experience in the financial services industry, with exposure to investment operations
- Knowledge of financial industry fundamentals and asset classes, mutual fund framework, investment life cycle, and market participants
Skills / Other Personal Attributes Required:
- Effective Team Player
- Excellent interpersonal skills
- Attention to detail, extremely accurate, and well organized.
- Flexibility, adaptability, and coordination/ Collaboration
- Basic knowledge of MS Suite and proficiency in MS Excel is desired.
- Problem-solving and decision-making.
- Identifies key professional working relationships and works to develop them over time.
- Able to work independently and drive initiatives individually whenever required.
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).
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Posted By
Posted in
Banking & Finance
Job Code
1637818