Client reporting Analyst

4 months ago


Hyderabad, India OppenheimerFunds Distributor, Inc Full time

Description

Who we are

With over $1.44 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, explore your potential at Invesco.

Your Role

To maintain the highest standards of Client Reporting for Invesco’s Institutional/ Retail Clients by being responsible for the administration of a defined portfolio


You Will Be Responsible For :

Coordinate data from various applications and teams to prepare accurate  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 Strictly follows policies and procedures while working on reports, ensuring the highest standards of Quality and Timelines. Contribute in data testing for various items in new and ongoing GCCP projects. Assist Seniors with issues pertaining to items Process. Assist other Client Reporting teams with on heavy production periods. Ensure Team Lead/ Manager is made aware of any item which is deemed to be aware of.


Work Experience / Knowledge: 

2-3 yrs. of previous experience in financial services industry, with good operations exposure Understanding of Asset Management Industry and understanding of performance calculations is preferred.

Skills / Other Personal Attributes Required:

Team Player Excellent communication skills Eye for detail and accuracy Flexibility and adaptability Able to work independently and drive initiatives individually whenever require.

Academic requirements

MBA Or any professional qualification with finance as the major

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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