Sr Client Reporting Analyst at Invesco Ltd.

Hyderabad, Telangana, India -

Full Time

Start Date

Immediate

Expiry Date

13 Jun, 26

Salary

0.0

Posted On

16 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Report Preparation, Client Queries, Process Escalations, Process Documentation, Data Testing, Systems Testing, Process Flow Analysis, Root Cause Analysis, Control Measures, MS Suite, MS Excel, Problem Solving, Decision Making, Teamwork, Interpersonal Skills, Attention to Detail

Industry

Financial Services

Description

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 Key Responsibilities / Duties: Responsible for preparing & reviewing 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 all client queries and assist team lead in process escalations To be able to work under direct supervision and transition of work from local offices Strictly adhere to policies & procedures while producing reports and due diligence in completing with highest standards and accuracy Provides training/ guidance to new members in the team and assist the Lead in executing the Development Plans of the new members; may perform some tasks of the Lead, when required Prepare and maintain accurate & complete process documentation covering process risks Work on data testing of various items for new and current GCCP projects. Also, assist project managers with issues pertaining to 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, propose ideas that results in time or cost savings, be a change champion Effectively articulate business requirements in concise and efficient manner with multiple teams. Use the "why" techniques to identify the root cause and control measures Support all aspects of maintenance and improvement of the Reporting processes, including opportunities to build efficiency and enhanced control measures 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 Work Experience / Knowledge: 4-6 yrs of previous experience in 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. Knowledge of a generic trade life cycle, complex and derived products of the industry Skills / Other Personal Attributes Required: • Effective Team Player • Excellent interpersonal skills • Attention for detail, extremely accurate and well organized • Flexibility, adaptability and coordination/ Collaboration • Basic knowledge of MS Suite, proficiency MS Excel • Problem solving and decision making • Work towards developing new and identified working relationships • Able to work independently and drive initiatives individually whenever required 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: 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/ 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.

Responsibilities

The role involves preparing and reviewing reports on a defined frequency by sourcing information from various applications and teams to ensure accurate client reports are distributed on time. Responsibilities also include handling client queries, assisting with process escalations, and providing training to new team members.