Sr Reporting Analyst

Investment Performance is an independent function dedicated to delivering comprehensive and detailed insights that help Invesco and its clients better understand investment performance. We accomplish our mission through the following strategic pillars:

• Investment Support: Deliver high-quality, timely, and consistent analysis to Investment teams across all regions and products, enabling performance evaluation and optimization.
• Business Enablement: Provide strategic support to teams driving growth and expansion across Invesco's global distribution channels.
• Scalable Capability: Enhance operational efficiency by streamlining processes and upgrading technology and infrastructure across regions and functions.
• Talent Culture: Foster a collaborative environment that supports personal growth, career development, and cross-functional teamwork.

Under the direct supervision of the Manager, the analyst as a key member will support data acquisition, transfer, and consolidation and in addition, is responsible for data quality and integrity of the data systems. This position requires advanced computer skills, attention to detail, a positive professional attitude, and the ability to work in a team environment. This role requires the candidate to work a night shift starting 4.30 pm - 1.30 am.

• Demonstrated expertise in the Asset Management industry, with a strong understanding of investment products and portfolio management processes.
• Solid knowledge of global markets, including market trends, benchmarks, and Fund return dynamics.
• Skilled in performance measurement and calculations, ensuring accurate evaluation of portfolio returns against benchmarks.
• Working knowledge of performance calculation, attribution methodologies to analyze sources of return.
• Proficient in reporting and data interpretation, delivering clear and actionable insights for stakeholders.

• Produce, review, and validate investment performance reports across portfolios, composites, funds, and strategies.
• Analyze portfolio and benchmark returns to identify trends, anomalies, and performance drivers.
• Investigate and resolve complex performance calculation, benchmark, pricing, corporate action, and data quality issues.
• Serve as a subject matter expert for performance methodologies, reporting processes, and data governance standards.
• Deliver performance reporting to investment teams, senior management, clients, consultant databases, and regulatory stakeholders.
• Provide analytical support for ad hoc performance inquiries and business initiatives.
• Develop and maintain reporting controls, quality checks, reconciliations, and supporting documentation.
• Lead process improvement and automation initiatives to improve operational efficiency and scalability.
• Partner with Technology teams on system enhancements, defect resolution, and reporting platform upgrades.
• Support testing and implementation of system, methodology, benchmark, and reporting changes.
• Assist in training and coaching junior analysts.
• Contribute to team projects, and performance team initiatives.
• Ensure compliance with internal control standards, regulatory requirements, and audit expectations.

• 4-6 years of relevant experience in investment management, performance measurement, Attribution, investment operations, financial data analysis, or a related field.
• Knowledge of performance measurement or Attribution is preferred.
• Prepare, interpret, and investigate discrepancies in attribution and contribution reports used for performance analysis.
• General understanding of the investment management industry including various security types.
• Interpersonal skills necessary to interact effectively with colleagues across functions, regions, and levels are required.
• Advanced proficiency in Microsoft Excel and the ability to work effectively with large and complex data sets
• Preferred: Knowledge of investment applications (such as Aladdin, Morning Star, Bloomberg, FactSet, etc.)
• Assist in constructing and maintaining composites in accordance with Global Investment Performance Standards (GIPS) for assigned portfolios and strategies.
• Ensure performance data is presented accurately and comprehensively across senior management reports, third-party databases, sales materials, and regulatory filings
• Working knowledge of R, Python, and SQL is an added advantage

• A friendly professional demeanour and ability to excel in a team-oriented environment.
• Self-driven and shows strong self-initiative to meet deliverables and overcome issues.
• Critical Thinking - ability to look at data and trends and come to new conclusions based on findings.
• Attention to detail - ensure vigilance in the analysis and arrive at right conclusions.
• Must have the ability to handle multiple tasks, prioritize work, meet deadlines, and concentrate on detailed information. The ability to contribute to a team environment is critical.

• Degree in Finance, Accounting, Mathematics, or a related field.
• Progress toward, or completion of, the CFA or CIPM designation is preferred.

Full time

Employee

Yes

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 four days a week, with one day working outside an Invesco office.