As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.
Key Responsibilities / Duties:
· Analyze Institutional sales data to identify trends,client behaviour and performance metrics
· Leverage eVestment for client profiling and analyzing institutional investment trends
· Develop and maintain interactive Tableau and Power BI dashboards to visualize key metrics, client segments and sales performance
· Write complex SQL queries to extract and manipulate data from Snowflake and other data warehouses
· Support Institutional sales teams by providing insights and customized analysis for client meetings, presentations and strategic reviews
· Collaborate with cross functional teams including client portfolio managers, sales professionals and marketing to align data insights with strategic goals
· Employ data and analytics to sharpen our client targeting, identify relevant products and optimize the sales processes
· Serve as a liaison between stakeholders and data analytics team in all phases of projects
· Project manage the solution design and implementation process
Data Management:
· Help build out the data validation and business user acceptance testing capabilities required to support customer centric analytics and visualization
· Partner with the Data Engineer and Data Science team to optimize the cloud based AWS / Redshift environment in order to support BAU activities
· Collaborate with business subject matter experts and IT teams on projects as needed
Work Experience / Knowledge:
· 3+ years of hands-on experience developing and applying data analytics preferably in Asset management or investment consulting
· Hands on experience with eVestment for client analysis and insights
· Familiarity with Factset and its data capabilities
· Strong technical competence:
o Proficiency in tableau and PowerBI for data visualization
o Strong SQL skills, with experience working in Snowflake or similar cloud data warehouses
o Good understanding of data manipulation and transformation techniques
o Experience with data pipelines and ETL tools
o Familiarity with CRM and Sales performance systems (e.g., Salesforce)
o Proficiency in Python for data analysis and automation
o Strong knowledge of data management tools
o Advanced programming skills
Skills / Competencies/attributes:
Intellectual curiosity, along with excellent problem-solving and quantitative skills, including the ability to disaggregate issues, identify root causes and recommend solutions
Excellent analytical skills with attention to detail and accuracy
Strong communication and presentation skills,with the ability to convey complex data insights to both technical and non technical audiences
Ability to work independently and collaboratively in a fact paced,data driven environment
Strong organizational skills and detail orientation
Formal Education:
Undergraduate or advanced degree in a quantitative or Finance discipline (i.e. Statistics, Mathematics, Econometrics, Finance, Operations Research, Computer Science) with focus on data analytics techniques
Strong academic qualifications, including advanced understanding/coursework in database management
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:
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: https://www.invesco.com/corporate/en/home.html
About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html
About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html
About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html
Apply for the role @ Invesco Careers: https://careers.invesco.com/india/