Client Reporting/Product Reporting/Fund Performance/Asset Management

Invesco; Hyderabad; On-site; INR 700,000 - 1,000,000; Full time

Job summary

Invesco in Hyderabad seeks a Client Reporting professional with 3-6 years of experience in financial services to ensure accuracy and timely delivery of client reports, factsheets, and fund reporting deliverables. You will validate data, conduct quality checks, and ensure compliance with internal controls.

You will collaborate with global teams, support root cause analysis, maintain documentation, and contribute to process improvements and testing for upgrades and regulatory changes.

Qualifications

• 3-6 years of experience in financial services, investment operations or client reporting.
• Understanding of asset management and fund reporting fundamentals.
• Experience reviewing client reports, factsheets or periodic reporting deliverables.
• Experience supporting RCA, exception management and process documentation.

Responsibilities

• Review client reporting deliverables for accuracy, completeness and formatting.
• Validate report data, fund information, holdings, performance and disclosures.
• Perform quality checks and adhere to KPIs and control standards.
• Coordinate with Production, Sourcing, Data Management, Product, Marketing and Tech teams.
• Investigate issues, support root cause analysis and implement corrective actions.
• Maintain SOPs, trackers, issue logs and management information records.
• Support testing for system upgrades, regulatory changes and new products.
• Identify process gaps and automation opportunities for efficiency.
• Provide guidance and training to team members to promote collaboration.

Skills

Client reporting

Fund reporting

Financial markets

Asset management

Excel

PowerPoint

Data management

Analytical skills

Stakeholder management

Communication skills

Education

MBA or finance

Tools

Reporting platforms

Workflow tools

Job description

Hiring Alert!!

Greetings from Invesco!

We are hiring for the below opportunity:

Role: Client Reporting

Experience: 3-6 Years

Location: Hyderabad

Notice Period: Immediate - 30 Days

Interview Mode: In-Person on 14th Oct 2026 (Once the profile is shortlisted)

Job Description

Key Responsibilities

• Review client reporting deliverables to ensure accuracy, completeness, consistency, formatting quality, and adherence to agreed timelines.
• Validate report data, calculations, fund information, holdings, performance, commentary, disclosures, and client-specific requirements before release.
• Perform quality checks in line with internal procedures, review checklists, control standards, service levels, and applicable KPIs.
• Support issue identification, exception management, escalation, and timely resolution by coordinating with Production, Sourcing, Data Management, Product, Marketing, Technology, Compliance, and regional teams.
• Investigate reporting issues, support root cause analysis, and recommend practical corrective and preventive actions to reduce recurrence.
• Maintain accurate process documentation, SOPs, review checklists, trackers, issue logs, error logs, and management information records.
• Support testing activities for system upgrades, report enhancements, regulatory changes, new product launches, transitions, and process changes.
• Identify process gaps, control improvements, automation opportunities, and standardization initiatives to improve quality, efficiency, and scalability.
• Provide guidance, training, and knowledge-sharing support to new and existing team members while promoting collaboration and continuous improvement.

Key Proficiencies

• Strong knowledge of client reporting, fund reporting, factsheets, investment products, financial markets, and asset management operations.
• Good understanding of reporting platforms, workflow tools, data management systems, Microsoft Excel, PowerPoint, and reporting applications.
• Ability to maintain high-quality standards, apply effective controls, manage operational risks, and support root cause analysis.
• Strong analytical, problem-solving, and decision-making skills with the ability to manage assigned work independently with minimal supervision.
• Excellent attention to detail, organization, accuracy, and discipline in reporting review and documentation activities.
• Strong written and verbal communication skills with the ability to explain review observations and reporting issues clearly.
• Effective stakeholder management, collaboration, and relationship-building skills across global teams and business functions.
• Flexible and adaptable to changing priorities, reporting cycles, stakeholder needs, and peak business periods.
• Ability to support process improvements, control enhancements, knowledge sharing, and team development activities.

The Experience You Bring

• Approximately 3 to 6 years of experience in financial services, investment operations, client reporting, fund reporting, or a related reporting control environment.
• Understanding of asset management industry fundamentals, investment products, mutual funds, performance concepts, and reporting methodologies is preferred.
• Experience reviewing client reports, factsheets, marketing collateral, management information, or periodic reporting deliverables is beneficial.
• Experience supporting RCA, exception management, process documentation, testing, stakeholder communication, and continuous improvement activities is preferred.

Academic Requirements

• MBA or any professional qualification with Finance as the major