Sr. Reporting Analyst
1 month ago
Description
Please use the template below to create a Job Posting for your Requisition. Review the Career Track / Level Criteria at the bottom of this template and ensure the job posting matches accordingly.
Your Team
Performance Measurement, Analytics and Reporting
Your Role
Our goal is to attract, develop, retain and motivate the most talented people - those who care and who work together as partners across business units and functions. We value and promote diversity and inclusion in every aspect of our business and at every level of our organization
Under the direct supervision of the team leader, the analyst as a key member will support data acquisition, transfer and consolidation and in addition is responsible for data quality and integrity of the data systems. This position requires advanced computer skills, attention to detail, positive professional attitude, and ability to work in a team environment. This role requires the candidate to work in a night shift starting 5.30pm-2.30am.
You Will Be Responsible For:
Maintain data and data systems.
Ensure all data requirements/validations are executed in a timely and accurate manner.
Identify and resolve issues in a timely manner.
Identify workflow/system improvements and work with supervisor to enact change.
The analyst must be able to answer questions from other analysts and users regarding the details of the data.
Develop working knowledge of Invesco product lines globally.
The Experience You Bring :
•A bachelor’s or master’s degree or an equivalent certificate in Finance, Accounting, Management and Mathematics
*A minimum of 2-5 years’ experience in Finance/Investment banking/management industry is preferred, Through understanding of Performance calculations and methodology.
License/Registration/Certification: (minimum requirement to perform job duties)
None
General Role Profile
• Requires full proficiency gained through job-related training and on-the-job experience
• Takes a broad perspective to solve moderately complex problems
• Identifies key issues and patterns from partial/conflicting data
• Completes work with a limited degree of supervision
Knowledge
•
A minimum of 2-5 years’ experience in Finance/Investment banking/management industry is preferred.
Through understanding of Performance calculations and methodology.
Provide technical expertise related to performance calculations. Review any calculations prepared outside of base systems.
Prepare, interpret and investigate anomalies in attribution/contribution reports used in the analyses of performance.
Strong understanding of the Global Investment Performance Standards (GIPS). Maintain composites and lead in the day-to-day GIPS efforts and compiling data and documentation for firm-wide verification efforts.
Ensure performance data has been represented in a complete and accurate manner within Senior Management reports, third-party databases, sales materials and regulatory filings.
Exhibit comprehensive knowledge in performance and maintain current knowledge with regulatory and industry guidelines.
Experience with investment performance/analytics tools such as Eagle, FactSet, BARRA, Morningstar Direct, Lipper LIM/LANA, Risk Metrics and/or BlackRock Aladdin.
Working experience on R, SQL, Python or Excel VBA to efficiently source and present statistics using reporting tools such as Power BI/Tableau etc.
Business Acumen
•
Actively seeks diversity of thought by getting input from client/internal business partner, to understand and resolve their issues and needs.
Creates an environment of open communication, diversity of thought, and mutual respect, setting an example for the team.
Proactively provides regular, meaningful feedback – both positive and constructive. Coaches to build self-sufficiency.
Demonstrates commitment to continuous team learning and serves as a role model for on-going professional development.
Demonstrates a high degree of growth mindset & adaptability to change and innovation. Seeks to understand change and its implication and benefits, then adapts behavior to support the change.
Analytical Skills - ability to analyze large data (facts, figures and number crunching) detail-oriented aptitude and a high degree of accuracy is required
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
Communication Skills – ability to present the findings and translate the data into an understandable document
Excellent organization skills, the ability to work under pressure and attention to detail and accuracy a necessity.
Actively participate on project workstreams and responsible for timely and comprehensive completion. Provide updates to Steering and Operating Committees as required.
Independent, self-starter, positive "can do" attitude that independently overcomes challenges and barriers
Working Conditions:
Normally works a regular schedule of hours, however hours may vary depending upon the project or assignment.
Hours include alternate shift work, evenings and/or weekends and may include 24 hour a day on call support by cell phone.
Impact
• Receives general supervision on new assignments, no supervision on routine tasks
• Impacts the Team’s results through the quality and effectiveness of own work
Leadership
• May act as an informal resource for Team members with less experience
Influence and Partnership
• Explains complex information including interdependencies within the Team and others
• Works to ensure effective coordination of information
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 DayIn 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:
About our Culture:
About our D&I policy:
About our CR program:
Apply for the role @ Invesco Careers :
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