Client Reporting Analyst

3 weeks ago

Hyderabad, Telangana, India Invesco Full time
Job Description

You Will Be Responsible For:

- Preparing and reviewing monthly, quarterly, and annual client reports, ensuring accuracy and compliance with client requirements.
- Analyzing investment performance data, portfolio holdings, and market trends to provide insightful commentary.
- Collaborating with portfolio managers, compliance teams, and data analysts to gather and validate data.
- Managing and improving reporting processes, including automation and standardization where possible.
- Assisting in the development of customized reports for high-profile clients.
- Supporting the implementation of new reporting tools and systems to enhance efficiency and accuracy.
- Responding to client queries related to reports, performance metrics, and data discrepancies.
- Ensuring compliance with regulatory requirements and internal controls related to client reporting.

The Experience You Bring:

- Bachelor's degree in Finance, Economics, Accounting, or a related field.
- 2+ years of experience in client reporting, investment operations, or a related field.
- Strong proficiency in Excel, including advanced functions, pivot tables, and data analysis tools.
- Experience with reporting platforms, data visualization tools (e.g., Power BI, Tableau), and financial databases.
- Excellent analytical and problem-solving skills with keen attention to detail.
- Strong written and verbal communication skills for effective client interactions.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Knowledge of investment products, financial markets, and performance measurement is a plus.

Spotlight

- Cafeteria, Office cab/shuttle, Recreational activities, Professional degree assistance, Health & insurance

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