As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!
Job Description
Key Responsibilities / Duties:
- Develop a strong understanding of end-to-end investment management processes, the required data to support these processes, and the data quality and delivery issues that may impact the business on an on-going basis
- Regularly meet with business and technology teams to understand and document their planned efforts and outstanding concerns around data quality and delivery
- Monitor automated data quality tools to help identify gaps in the data
- Maintain BAU cycles of data aggregation process and loading into regulatory reporting system
- Monitor lifecycle from data sourcing, transformation, and enrichment and identify fails, breaks, or changes to target sources received
- Conduct UAT testing when rolling out new regulatory filings or added data sources
- Conduct review of key financial input data reconciliations for source data (example Trial Balance to holdings file)
- Identify and research exceptions
- Conduct Level I accuracy and completeness checks on regulatory outputs
- Help to compile management reporting dashboards of data quality metrics for the organization
Work Experience / Knowledge:
- 3-5 year’s experience of data or business analysis, investment operations or accounting in a financial services firm or professional consultancy organization
- Strong technical skills and the ability to pick up new systems/processes quickly
- An understanding of the concepts related to data modelling, coding and process flow design
- Working knowledge of financial statements, asset classes and derivatives a plus
Skills / Other Personal Attributes Required:
- Ability to communicate effectively with different audiences with clarity and conciseness demonstrated by well-developed written and verbal skills, and the ability to deliver content to moderate-sized groups
- Organizational skills necessary to meet deadlines, prioritize tasks, and process several streams of work simultaneously
- Self-driven and motivated with the ability to independently deliver on assignments
- Rich attention to detail to capture and communicate complex topics
- Ability to judge the significance of issues and escalate accordingly.
- Strong analytical skills and ability to work well in a changing environment.
- Ability to understand context and ensure detail is in line with broader objectives demonstrated by clarity of understanding of the benefits of good data quality and associated data governance regime to a financial services firm
- Working knowledge of Microsoft Office tools, primarily Word, Excel, PowerPoint and Access. Advanced Excel skills a plus.
- Ability to utilize tools commonly available, e.g., PowerPoint or Visio, to diagram data or process flows, Tableau, Alteryx, Power BI is an added advantage
Full Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
NoWorkplace 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: 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/
Top Skills
What We Do
intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help our customers thrive and grow. Our solutions support over 30,000 financial professionals worldwide, representing over three million end-investors, with over $1 trillion (US) advised across our platforms.
intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry with $1.6tr AUM. Whilst intelliflo remains independent in operations to Invesco, we draw from its strengths. After bringing together Invesco’s digital advisory solutions under our global intelliflo brand in March 2021, we continue to remain dedicated to powering the entire advisory lifecycle through our range of open architecture solutions, as the global leader in financial advice technology.
Digitization is transforming wealth management. Invesco is committed to creating commercial software that allows advisors, institutions, and investors, to unlock technology-enabled possibilities. intelliflo is a key part of Invesco’s ambition to build the future of wealth management.
