FOO Junior Analyst III

4 months ago


Hyderabad, India OppenheimerFunds Distributor, Inc Full time

Description

Invesco 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 Invesco’s 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 Bachelor’s or Master’s degree or an equivalent certificate in Finance, Accounting, Management and Mathematics

License/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, SMA’s 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 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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