Reporting Analyst II
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
As a key member of the Portfolio Analytics team, you will support the analysis and interpretation of investment portfolio performance and risk across multiple asset classes and regions. You will be responsible for data acquisition, validation, and consolidation to ensure accuracy and integrity in performance measurement and attribution. Collaborating closely with portfolio managers, risk teams, and other stakeholders, you will provide timely and insightful reports that inform investment decisions and business strategies. This role requires strong analytical skills, proficiency with portfolio analytics tools (such as FactSet), attention to detail, and the ability to work effectively in a fast-paced, collaborative environment.
The Experience You Bring
- Strong background in portfolio analytics with a focus on performance evaluation and risk assessment across diverse asset classes.
- Proficient in utilizing FactSet to analyze portfolio performance, including return attribution, risk metrics, and benchmark comparisons, delivering actionable insights to Investment teams.
- Experienced in extracting, validating, and managing portfolio data from FactSet to produce accurate and timely reports for internal stakeholders and clients, while effectively addressing data and reporting issues.
- Adept at using FactSet’s risk analytics tools to monitor portfolio risk exposures, conduct stress testing, and perform scenario analysis, ensuring compliance with investment guidelines.
- Collaborates closely with portfolio managers, traders, and compliance teams to interpret analytics, support investment decisions, and resolve data or reporting challenges.
Work Experience / Knowledge
- 1-3 years of experience in Finance, Investment Banking, or Management industries.
- Demonstrate in-depth knowledge of performance measurement & Attribution inline with regulatory and industry standards.
- Prepare, interpret, and investigate discrepancies in attribution and contribution reports used for performance analysis.
- 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.
- Proficient in reporting tools such as Power BI and Tableau, with working knowledge of R, Python, and SQL.
Skills & Attributes
- 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.
- Excellent organizational skills, the ability to work under pressure and attention to detail and accuracy a necessity.
- Strong proficiency with Microsoft Office suite especially Excel; Intermediate VB knowledge preferred.
Academic requirements
- MBA Finance/Accounting, or a related field.
- CFA Level 1 cleared candidate preferred.
Full Time / Part Time
Full timeWorker Type
EmployeeJob Exempt (Yes / No)
NoWorkplace 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/