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
Your Role
Working knowledge of operations and end-to-end workflows across the asset classes
Ability to assist and stay abreast of all front office operational issues
Investigate, research, and resolve any issues that may have incurred within the reporting period for daily, weekly, monthly, and quarterly reporting
Validate completeness and accuracy of data in various data/reports as allocated by front office/fund managers
Accurately process all the BAU requests and client instructions/requests within the established time frames
Compile data and supporting documentation for internal & external audits, reviews and compliance requirements
Transaction processing and ad-hoc tasks as allocated by front office teams
Support and provide valuable inputs to our business partners on special projects or by contributing new ideas and initiatives
Serve as a liaison for proxy inquiries, questionnaires, surveys for Request for Proposals and various adhoc request to share finding with internal parties
Support and assist with onboarding of country markets for Exchange Traded Funds, onboard sponsors, monitor asset reporting and continuously explore efficiencies to accommodate expansion of firms
Follow documentation, identify gaps in processes and escalate accordingly by effectively communicating with investments, trading teams, front office teams, technology, investment services teams and other users to resolve issues and escalate problems to the appropriate groups
Provide research support by producing reports and performing data entry tasks including the daily maintenance of critical spreadsheets used in the investment decision process.
Update various excel files for Investment Team based on deadlines established by each, i.e., daily, weekly, monthly, quarterly.
Perform and coordinate portfolio analytics, including performance attribution, and monthly/quarterly reporting data packages.
Maintain shared investment models and portfolio model summaries including monthly processing and reporting, data verification, and scenario testing at the request of the investment team.
Expect to work with stakeholders located in global offices in NA, APAC, & EMEA
A minimum of 5 years’ relevant experience in Investment banking/management industry is preferred.
Technical Abilities and/or other Specialized Skills
It is essential that the analyst has a very good understanding of various asset class that includes Exchange Traded Funds, SMA’s- Traditional, Custom Fixed Income, Custom Equity and Solutions/Models etc.
Knowledge of Investment Business, Buy-side Processes, Trade Life Cycle and Investment Products
Aptitude for rapid adaptation to new systems/software
Experience in the front or middle office applications is preferred {Advent (APX); Perform; Vestmark; Charles River OMS (CRD), CRIMS, Bloomberg, etc.}
Skills in Microsoft - Excel, Word, Power BI; Vestmark, Advent, and Perform, preferred
Skills / Other Personal Attributes Required:
Responsible & Accountable for the work allocated end to end, self-managed & proactive.
Drive Continuous improvements & be innovative to create business value.
Process Documentation- Draft, Document, Maintain, review in detail for smooth performance of activity.
He/she be able to identify and collaborate with various teams to correct any issues in data and ensure the accuracy and timeliness of all information received and reported.
Excellent organization skills, the ability to work under pressure and attention to detail and accuracy a necessity.
Self-starter, shows strong self-initiative to meet deliverables and overcome issues.
Take complete ownership and follow through with tasks until completion.
Must also demonstrate flexibility, enthusiasm and a willingness to learn while ensuring that all deadlines are met.
Must be able to develop and maintain relationships with management, clients and co-workers and work to fully meet and exceed their needs.
Positive thinking, create energy & the ability to cooperate in a team environment is critical.
Should possess strong written and oral communication skills and can interact well with all levels of management.
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:
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Competitive Compensation
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Flexible, Hybrid Work
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30 days’ Annual Leave + Public Holidays
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Life Insurance
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Retirement Planning
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Group Personal Accident Insurance
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Medical Insurance for Employee and Family
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Annual Health Check-up
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26 weeks Maternity Leave
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Paternal Leave
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Adoption Leave
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Near site Childcare Facility
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Employee Assistance Program
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Study Support
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Employee Stock Purchase Plan
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ESG Commitments and Goals
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Business Resource Groups
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Career Development Programs
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Mentoring Programs
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Invesco Cares
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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/
