Sr Client Reporting Analyst

4 weeks ago

Hyderabad, India OppenheimerFunds Distributor, Inc Full time

Description

Client Reporting is an essential part of our business, leading effective clients’ investment decision making based on their financial objectives. This job requires maintaining highest standards of Client & Product Reporting for Invesco’s institutional/ retail clients and business partners by being responsible for the administration of Invesco’s products and defined portfolios.

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

License/Registration/Certification: (minimum requirement to perform job duties)

None

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:

About our Culture:

About our D&I policy:

About our CR program:

Apply for the role @ Invesco Careers :

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