Senior Analyst, Client Analytics

Overview

Senior Analyst on the Distribution Intelligence team, supporting Invesco's Institutional Sales team in the Americas with data analytics, client insights and sales optimization.

What you'll do

• 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 with 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 client targeting, identify relevant products and optimize sales processes.
• Serve as a liaison between stakeholders and the data analytics team in all phases of projects.
• Project manage the solution design and implementation process.
• Help build out data validation and business user acceptance testing capabilities to support customer-centric analytics and visualization.
• Partner with the Data Engineer and Data Science team to optimize the cloud-based AWS / Redshift environment to support BAU activities.
• Collaborate with business subject matter experts and IT teams on projects as needed.

What you'll need

• 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.
• Proficiency in Tableau and Power BI for data visualization.
• Strong SQL skills, with experience working in Snowflake or similar cloud data warehouses.
• Good understanding of data manipulation and transformation techniques.
• Experience with data pipelines and ETL tools.
• Familiarity with CRM and sales performance systems (e.g., Salesforce).
• Proficiency in Python for data analysis and automation.
• Strong knowledge of data management tools.
• Advanced programming skills.
• Intellectual curiosity, 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 fast-paced, data-driven environment.
• Strong organizational skills and detail orientation.
• Undergraduate or advanced degree in a quantitative or finance discipline (e.g., Statistics, Mathematics, Econometrics, Finance, Operations Research, Computer Science) with focus on data analytics techniques.
• Strong academic qualifications, including advanced understanding/coursework in database management.

Nice to have

• Working with financial transaction data.

Details

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