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Job Description
Your role:
This role supports the Canadian retail sales team by providing data-driven insights and analytics to enhance business strategies and operational processes. This role requires a blend of business knowledge, data expertise, relationship skills, and the ability to design reports and solutions for use by various stakeholders. Proficiency with analytical tools, data manipulation, and blending methodologies is essential. Strong communication skills, a focus on continuous improvement, and a commitment to working with various subject-matter experts within the distribution organization are key expectations.
You will be responsible for:
- Understand and support business priorities and processes within Invesco and the Distribution team.
- Build knowledge of Invesco data and data governance and work closely with other data user groups.
- Sales Support:
- Provide data analytics to enable sales activities that drive traffic, leads, and sales.
- Gather and record intelligence from various sources to deepen client understanding.
- Create and generate customized reports from integrated data sources.
- Management Reporting:
- Combine data from multiple sources to address high-level business questions.
- Support metric development for improved definition, standardization, and clarity.
- Generate sales performance reports
- Data Analysis:
- Analyze and report on sales data to support business strategies and operational processes.
- Apply statistical, mathematical, and predictive modeling skills to manage complex data from various sources.
- Extract and model information from databases using complex queries and advanced tools.
- Design and maintain analytical datasets for team use.
- Ensure data quality, consistency, and standardized definitions in data environments.
- Build dashboards and reports from integrated data sources.
- Operational Support:
- Investigate and resolve operational problems and inquiries.
- Partner with Technology to refine and maintain appropriate data environments and processes.
- Provide input for reporting process improvements and efficiencies.
- Provide post-implementation and UAT support for deliverables.
- Assist with analysis and definition of user requirements within well-defined parameters, including the collection and documentation of business requirements.
The experience you bring:
- 2-5 years of experience in a similar role.
- Experience in analyzing and reporting on sales data, preferably within the Wealth Management Industry in an operations or data reporting/management capacity.
- Proficiency in developing and implementing data analytics frameworks.
- Expertise in managing and manipulating complex data sets.
- Familiarity with Business Intelligence and reporting tools.
- Knowledge of relational and multi-dimensional databases (Oracle, DB2, SQLServer), SQL, and data extraction tools (OLAP, ODBC).
- Understanding of data warehousing concepts and data modeling techniques.
- Experience with data visualizers, especially PowerBI is an asset.
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.
What’s in it for you?
Our people are at the very core of our success and we strive to provide employees with a competitive total rewards package which includes:
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Hybrid working environment
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RRSP Contributions
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Health & Wellness Benefits
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Work flexibility Programs
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Parental Leave Benefits
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Study Support
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
Invesco is committed to fair and accessible employment practices. If selected for an interview, we will work with you to ensure that your interview is accessible and accommodation is provided. Please contact us at [email protected] or 1.800.874.6275 to let us know if you require accommodation for an interview due to a disability.
Top Skills
What We Do
Invesco is an independent investment management firm delivering an investment experience designed to help people get more out of life.