Investment Reporting Specialist
7 days ago
Invest in your career with OppenheimerFunds Distributor, Inc. as an Investment Reporting Specialist in our Atlanta, GA office.
About the JobWe are seeking a highly skilled and detail-oriented Investment Reporting Specialist to join our team. As an Investment Reporting Specialist, you will be responsible for preparing accurate and timely investment reports for clients. This is a full-time position that requires a strong understanding of financial services industry and asset management principles.
About the RoleThe successful candidate will have 2-3 years of experience in financial services industry, with good operations exposure. You will work independently and drive initiatives individually, while being part of a dynamic team. Your attention to detail and excellent communication skills will ensure high-quality reports are delivered to clients on time.
Key Responsibilities:- Coordinate data from various applications and teams to prepare daily, weekly, monthly, and quarterly reports for clients within specified deadlines.
- Assist in addressing client queries promptly and effectively within the stipulated time frame.
- Proficient in working with minimal supervision while handling process queries.
- Provides training and support to new team members.
- Assists the Lead in implementing development plans for new team members.
We offer a competitive compensation package, including flexible hybrid work arrangements, 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, and dress for your day.
About UsOppenheimerFunds Distributor, Inc. is one of the world's leading global investment management firms, headquartered in Atlanta, GA. We have over $1.44 trillion of assets under management and operate across 26 countries with over 8,400 dedicated employees. We believe in diverse, inclusive, and supportive workplaces where everyone feels equally valued. Apply for this role @ Invesco Careers.
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