Foo Junior Analyst Iii

As one of the worlds leading asset managers Invesco is dedicated to helping investors worldwide achieve their financial objectives 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 smart colleagues and a global employer with a social conscience come explore your potential at Invesco Make a difference every day DescriptionInvesco is a leading global asset management firm with more than 1 662B in assets under management We provide our retail and institutional clients a diverse and comprehensive range of investment capabilities to help people get more out of life Invesco is publicly traded on the New York Stock Exchange IVZ and has about 8 600 employees in over 25 countries As of Mar 2024 Job Purpose Job Summary We are looking out for Junior Analyst III to work as part of Front Office Operations FOO which is an integral part of Invescos front office Investment Administration team Front Office Operations is a global team supporting Global Fund Managers for business operations and are directly engaged with the portfolio management process Candidate will work on building efficient front office processes and procedures as well as help support Fund Managers in resolving issues related to their Investments process so Fund Managers can focus on alpha generation FOO Team is built on five major investment practices and the Junior Analyst III would be responsible for supporting those Investment Platform Management - Management and continuous improvement of the investment team operating platform Portfolio Interactions - Monitoring and management of defined support components of the investment portfolio Trade Execution Support - Monitoring and management of defined support components of trading Client and Product Lifecycle - Management of client and product lifecycle activities pertaining to the investment team Regulatory and Policy Implementation - Management and implementation of regulations and policies that relate directly to investments Key Responsibilities Duties 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 Expect to work with stakeholders located in global offices in NA APAC EMEA Formal Education A Bachelors or Masters degree or an equivalent certificate in Finance Accounting Management and MathematicsLicense Registration Certification minimum requirement to perform job duties None Work Experience Knowledge 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 Equity Fixed Income SMAs and 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 Charles River OMS CRD Vestmark Advent APX Perform 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 Working Conditions Normal office environment with little exposure to noise dust and temperature The ability to lift carry or otherwise move objects of up to 30 pounds is also necessary Normally works a prescribed schedule of hours however hours may vary depending upon the project or assignment Hours may include evenings and or weekends and may have to work in shifts supporting various geographies based on business need Full Time Part TimeFull timeWorker TypeEmployeeJob Exempt Yes No NoWorkplace ModelAt 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 InvescoIn 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 others 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 Whats in it for youAs 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 usAbout Invesco About our Culture About our D I policy About our CR program Apply for the role Invesco Careers