Principal Business Analyst, Investment Technology

Invesco Ltd.; South Oxfordshire; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Company-provided healthcare

Annual leave

Hybrid working options

Pension provisions

Income protection

Health and wellness benefits

Volunteering days

Parental leave

Life insurance

Job summary

Invesco Ltd. is seeking a Principal Business Analyst to drive requirements and implement solutions for Transfer Agency, Finance and Distribution clients. You will partner with Investment, Oversight and Client Reporting teams to deliver tools that grow the business.

The role emphasizes agile methods, strong technical analysis, and data-focused solutions. You will build relationships with users, translate needs into actionable IT changes, and contribute to a cloud-first strategy.

Qualifications

• Degree in science, technology, engineering, or mathematics from a leading university.
• Solid understanding of investment management.
• Proven experience in asset management or Transfer Agency in the last 5 years.
• Strong BA analysis with ability to implement technical solutions.
• Knowledge of Transfer Agency and investment data platforms is advantageous.
• Snowflake experience for operational oversight is advantageous.

Responsibilities

• Deliver business analysis tasks and IT solutions for Transfer Agency, Finance and Distribution clients.
• Collaborate with business partners to develop capabilities and enhancements.
• Initiate and grow strong relationships with business users.
• Deliver cloud-first technology solutions and iterative Agile MVPs.
• Create documentation to communicate with stakeholders.
• Work across multiple business areas and groups.

Skills

Business analysis

SQL

Asset management

Transfer Agency

Snowflake

Data platforms

Stakeholder management

Communication skills

Team collaboration

Time management

Education

Science/Engineering/Math degree

Tools

Snowflake platform

Industry software applications

Job description

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. 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, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

Job Description

We have an outstanding benefits package which includes:

• Company-provided healthcare
• A competitive annual leave allowance
• Flexible working options, including hybrid working arrangements
• Generous pension provisions
• Income protection
• Health and wellness benefits
• Volunteering days
• Enhanced parental leave
• Life insurance

Your Role:

The Principal Business Analyst will primarily focus on the requirements and implementation of solutions and tooling for the Transfer Agency, Finance and Distribution operational business clients in close cooperation with Investment, Oversight and Client Reporting teams. Business Analysis tasks and associated technical changes are part of innovative initiatives providing our internal business partners with the right business tools and solutions to grow the business.

The role will work on business analysis tasks and oversees changes covering multiple business areas and groups. A very good understanding of agile methodologies, solid technical analysis skills and client relationship building will enable success in this position. Focus will be on data requirements and solutions.

What you will be doing:

• Achieving business goals through business analysis tasks and delivery of innovative IT solutions.
• Collaborate with business partners to develop specific capabilities and enhancements.
• Initiate and grow strong relationships with business users.
• Deliver technology solutions and enhancements that work towards our Cloud first strategic priority.
• Deliver change using a variety of methodologies, including iterative, Agile and MVP approaches.
• Create documentation based on analysis to communicate with business and technology leaders.

What you will bring:

• Having a good degree in science, technology, engineering, and/or mathematics/statics from a fully accredited leading university
• Good understanding of investment management
• Good technical understanding, SQL and database knowledge
• Proven experience in asset management and/or Transfer Agency within the last 5 years
• Should have proven track record of successfully analysing BA tasks and implementing technical solutions to drive business improvements
• Knowledge over Transfer Agency and Investment data and technology platforms will be an advantage
• Technical experience over the Snowflake platform for operational oversight and data solutions will be an advantage
• Any experience of key industry software applications
• Written, verbal communication and presentation skills
• Able to work in a global, multicultural and diverse environment
• Structured, disciplined approach to work, with attention to detail
• Disciplined time management skills
• Ability to multi-task and work on more than one initiative at a time
• Self-motivated. Capable of working with little or no supervision
• Ability to react positively under pressure to meet tight deadlines
• Able to work independently or as a team player
• Enjoy challenging and thought provoking work and have a strong desire to learn and progress

Disability Confident Scheme :

Applicants who opt in to the Disability Confident Scheme and meet the ‘minimum criteria’ for the role will be offered an interview. We are committed to providing an inclusive recruitment process for all candidates who make an application. By opting-in to this scheme, applicants will be disclosing that they have a disability solely for the purpose of the Disability Confident Scheme.

The Disability Confident Scheme only guarantees an interview – it does not automatically mean that applicants interviewed will gain employment with Invesco at that time.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

No

Workplace Model

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in the role’s advertised office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

We promote a working environment that welcomes everyone and creates inclusive teams, celebrates difference and encourages everyone to be themselves at work.

Our commitment to the community and environmental, social and governance investing:
We partner with charitable organisations globally to make an impact in the communities where we live and work. Our people are encouraged to support the charities they feel most passionate about. We are also committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific responsible investment product strategies as well as part of our commitment to deliver a superior investment experience.

Regulatory:
This position may fall in-scope of one or multiple regimes/directives.