Reporting Analyst II

Overview

Reporting Analyst II on the Portfolio Analytics team at Invesco, producing and interpreting performance attribution and portfolio analytics across Invesco's global product range.

What you'll do

• Produce and interpret performance attribution, contribution, benchmark, and portfolio analytics.
• Validate portfolio, benchmark, classification, and analytical data before reporting.
• Investigate and resolve performance, attribution, benchmark, and data-quality exceptions.
• Prepare accurate, timely reporting for investment teams, senior management, client reporting, third-party databases, and regulatory filings.
• Explain analytical results and data issues clearly to technical and non-technical stakeholders.
• Support process improvement, automation, control enhancement, and documentation.
• Partner with investment, technology, data, operations, risk, and distribution teams across regions.
• Maintain clear process documentation, analytical controls, and evidence supporting reported results.
• Participate in the testing and implementation of data, system, methodology, and reporting changes.

What you'll need

• 1–3 years of relevant experience in investment management, portfolio analytics, performance measurement, investment operations, financial data analysis, or a related field.
• Working knowledge of portfolio analytics with a focus on performance evaluation across diverse asset classes.
• Ability to interpret portfolio performance, including return attribution and benchmark comparisons.
• Experience extracting, validating, and managing portfolio data to produce accurate and timely reports.
• Prepare, interpret, and investigate discrepancies in attribution and contribution reports used for performance analysis.
• General understanding of the investment management industry including various security types.
• Advanced proficiency in Microsoft Excel and the ability to work with large and complex data sets.
• Interpersonal skills to interact effectively with colleagues across functions, regions, and levels.
• Degree in Finance, Accounting, Mathematics, or a related field.

Nice to have

• Exposure to performance and risk analytics tools to monitor portfolio risk exposures, conduct stress testing, and perform scenario analysis.
• Knowledge of performance measurement or attribution.
• Knowledge of investment analytics/attribution applications (such as FactSet, Aladdin, Bloomberg, etc.).
• Progress toward, or completion of, the CFA or CIPM designation.

Details

• Location: Hyderabad, Telangana.
• Full-time employee role.
• Workplace model: work in your designated Invesco office at least four days a week, with one day working outside an Invesco office.