Sr Reporting Analyst

Overview

Support investment performance measurement, reporting, and data quality for Invesco's investment teams, working a night shift.

What you'll do

• Support data acquisition, transfer, and consolidation, and be responsible for data quality and integrity of the data systems.
• Produce, review, and validate investment performance reports across portfolios, composites, funds, and strategies.
• Analyze portfolio and benchmark returns to identify trends, anomalies, and performance drivers.
• Investigate and resolve complex performance calculation, benchmark, pricing, corporate action, and data quality issues.
• Serve as a subject matter expert for performance methodologies, reporting processes, and data governance standards.
• Deliver performance reporting to investment teams, senior management, clients, consultant databases, and regulatory stakeholders.
• Provide analytical support for ad hoc performance inquiries and business initiatives.
• Develop and maintain reporting controls, quality checks, reconciliations, and supporting documentation.
• Lead process improvement and automation initiatives to improve operational efficiency and scalability.
• Partner with Technology teams on system enhancements, defect resolution, and reporting platform upgrades.
• Support testing and implementation of system, methodology, benchmark, and reporting changes.
• Assist in training and coaching junior analysts.
• Contribute to team projects and performance team initiatives.
• Ensure compliance with internal control standards, regulatory requirements, and audit expectations.
• Prepare, interpret, and investigate discrepancies in attribution and contribution reports used for performance analysis.
• Assist in constructing and maintaining composites in accordance with Global Investment Performance Standards (GIPS) for assigned portfolios and strategies.
• Ensure performance data is presented accurately and comprehensively across senior management reports, third-party databases, sales materials, and regulatory filings.

What you'll need

• 4–6 years of relevant experience in investment management, performance measurement, attribution, investment operations, financial data analysis, or a related field.
• Demonstrated expertise in the asset management industry, with a strong understanding of investment products and portfolio management processes.
• Solid knowledge of global markets, including market trends, benchmarks, and fund return dynamics.
• Skilled in performance measurement and calculations, ensuring accurate evaluation of portfolio returns against benchmarks.
• Working knowledge of performance calculation and attribution methodologies to analyze sources of return.
• Proficient in reporting and data interpretation, delivering clear and actionable insights for stakeholders.
• General understanding of the investment management industry including various security types.
• Interpersonal skills necessary to interact effectively with colleagues across functions, regions, and levels.
• Advanced proficiency in Microsoft Excel and the ability to work effectively with large and complex data sets.
• Degree in Finance, Accounting, Mathematics, or a related field.
• Critical thinking, attention to detail, self-driven with strong self-initiative, and the ability to handle multiple tasks, prioritize work, and meet deadlines.

Nice to have

• Knowledge of performance measurement or attribution.
• Knowledge of investment applications (such as Aladdin, Morning Star, Bloomberg, FactSet, etc.).
• Working knowledge of R, Python, and SQL.
• Progress toward, or completion of, the CFA or CIPM designation.

Details

• Location: Hyderabad, Telangana.
• Full-time employee role.
• Works a night shift starting 4:30 pm to 1:30 am.
• Workplace model: work in designated office at least four days a week, with one day working outside an Invesco office.
• Reports under the direct supervision of the Manager.