HYDERABAD · FULLTIME
Sr Client Reporting Analyst
Invesco
Hyderabad · onsite · Posted 47d ago
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Undisclosed4–6 yrsfulltimeHyderabad
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Section · 01
About this role
Job Summary
Key Responsibilities
Key Proficiencies
The Experience You Bring
Academic Requirements
Job Type
Worker Type
Job Exempt
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
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
- Review client reporting deliverables to ensure accuracy, completeness, consistency, formatting quality, and adherence to agreed timelines.
- Validate report data, calculations, fund information, holdings, performance, commentary, disclosures, and client-specific requirements before release.
- Perform quality checks in line with internal procedures, review checklists, control standards, service levels, and applicable KPIs.
- Support issue identification, exception management, escalation, and timely resolution by coordinating with Production, Sourcing, Data Management, Product, Marketing, Technology, Compliance, and regional teams.
- Investigate reporting issues, support root cause analysis, and recommend practical corrective and preventive actions to reduce recurrence.
- Maintain accurate process documentation, SOPs, review checklists, trackers, issue logs, error logs, and management information records.
- Support testing activities for system upgrades, report enhancements, regulatory changes, new product launches, transitions, and process changes.
- Identify process gaps, control improvements, automation opportunities, and standardization initiatives to improve quality, efficiency, and scalability.
- Provide guidance, training, and knowledge-sharing support to new and existing team members while promoting collaboration and continuous improvement.
Key Proficiencies
- Strong knowledge of client reporting, fund reporting, factsheets, investment products, financial markets, and asset management operations.
- Good understanding of reporting platforms, workflow tools, data management systems, Microsoft Excel, PowerPoint, and reporting applications.
- Ability to maintain high-quality standards, apply effective controls, manage operational risks, and support root cause analysis.
- Strong analytical, problem-solving, and decision-making skills with the ability to manage assigned work independently with minimal supervision.
- Excellent attention to detail, organization, accuracy, and discipline in reporting review and documentation activities.
- Strong written and verbal communication skills with the ability to explain review observations and reporting issues clearly.
- Effective stakeholder management, collaboration, and relationship-building skills across global teams and business functions.
- Flexible and adaptable to changing priorities, reporting cycles, stakeholder needs, and peak business periods.
- Ability to support process improvements, control enhancements, knowledge sharing, and team development activities.
The Experience You Bring
- Approximately 4 to 6 years of experience in financial services, investment operations, client reporting, fund reporting, or a related reporting control environment.
- Understanding of asset management industry fundamentals, investment products, mutual funds, performance concepts, and reporting methodologies is preferred.
- Experience reviewing client reports, factsheets, marketing collateral, management information, or periodic reporting deliverables is beneficial.
- Experience supporting RCA, exception management, process documentation, testing, stakeholder communication, and continuous improvement activities is preferred.
Academic Requirements
- MBA or any professional qualification with Finance as the major
Job Type
Full time
Worker Type
Employee
Job Exempt
No
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Section · 02
Skills
AutomationAsset ManagementInvestment OperationsInvestment managementInvestment Productsclient reportingFund ReportingHTMLFormattingCommunication SkillsData ManagementFinancial ServicescomplianceFinancial Marketsfinance
Section · Company
About Invesco
Invesco
Financial Services
1.3k+
employees
1935
91 years old
Atlanta, Atlanta
United States (USA)
About
Invesco specializes in asset management, focusing on mutual funds and investment portfolios to cater to individual and institutional investors.
Industries
Financial Services
Employee ratings
489 reviews
3.7/ 5
Culture
3.5
Career growth
2.9
Work-life
3.8
Employees rate it well for
Work Life Balance108Work Culture69Senior Management57Salary42Career Growth40
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