Reporting Analyst II
Invesco
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Benefits offered by this job
Job summary
Invesco is seeking a Portfolio Analytics professional to produce, interpret, and validate portfolio analytics and performance attribution across multiple assets and regions. You will gather and consolidate portfolio data, investigate anomalies, and clearly communicate findings to investment teams and stakeholders.
The role emphasizes analytical judgment, attention to detail, and collaboration across regions with a hybrid workplace model.
Qualifications
- Experience in investment management or portfolio analytics is required.
- Ability to interpret performance attribution and benchmark comparisons.
- Experience extracting and managing portfolio data for reports to stakeholders.
Responsibilities
- Produce and interpret performance attribution, contribution, benchmark, and portfolio analytics.
- Validate portfolio, benchmark, classification, and analytical data before reporting.
- Investigate and resolve data-quality issues and reporting anomalies.
- Prepare timely reports for investment teams, senior management, client reporting, and regulatory filings.
- Explain analytical results clearly to both technical and non-technical stakeholders.
- Support process improvements, automation, and documentation.
Skills
Education
Tools
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.
With over $2.47 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 20 countries and with over 8500 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. If you're looking for challenging work, thoughtful colleagues, and a global employer with social values, explore your potential at Invesco.
The Portfolio Analytics team produces, interprets, and delivers performance attribution and portfolio analytics across Invesco’s global product range. The team supports investment evaluation, business decision-making, client reporting, and continuous improvement through four strategic pillars:
- Investment Support: Deliver high-quality, timely, and consistent analysis to Investment teams across all regions and products, enabling performance evaluation and optimization.
- Business Enablement: Provide strategic support to teams driving growth and expansion across Invesco’s global distribution channels.
- Scalable Capability: Enhance operational efficiency by streamlining processes and upgrading technology and infrastructure across regions and functions.
- Talent & Culture: Foster a collaborative environment that supports personal growth, career development, and cross-functional teamwork.
As a key member of the Portfolio Analytics team, you will produce and interpret portfolio analytics and performance attribution across multiple asset classes and regions. You will acquire, validate, and consolidate portfolio, benchmark, and analytical data; investigate data and reporting exceptions; and communicate findings clearly to investment teams and other stakeholders. Success in this role requires analytical judgment, attention to detail, effective stakeholder communication, and the ability to manage competing priorities in a global environment.
- Working knowledge of portfolio analytics with a focus on performance evaluation assessment across diverse asset classes.
- Ability to interpret portfolio performance, including return attribution, and benchmark comparisons, delivering actionable insights to Investment teams.
- Experienced in extracting, validating, and managing portfolio data to produce accurate and timely reports for internal stakeholders and clients, while effectively addressing data and reporting issues.
Exposure to using performance and risk analytics tools to monitor portfolio risk exposures, conduct stress testing, and perform scenario analysis.
- Produce and interpret performance attribution, contribution, benchmark, and portfolio analytics.
- Validate portfolio, benchmark, classification, and analytical data before reporting.
- Investigate and resolve performance, attribution, benchmark, and data-quality exceptions.
- Prepare accurate, timely reporting for investment teams, senior management, client reporting, third-party databases, and regulatory filings.
- Explain analytical results and data issues clearly to technical and non-technical stakeholders.
- Support process improvement, automation, control enhancement, and documentation.
- Partner with investment, technology, data, operations, risk, and distribution teams across regions.
- Maintain clear process documentation, analytical controls, and evidence supporting reported results.
- Participate in the testing and implementation of data, system, methodology, and reporting changes.
- 1–3 years of relevant experience in investment management, portfolio analytics, performance measurement, investment operations, financial data analysis, or a related field.
- Knowledge of performance measurement or Attribution is preferred.
- Prepare, interpret, and investigate discrepancies in attribution and contribution reports used for performance analysis.
- General understanding of the investment management industry including various security types.
- Interpersonal skills necessary to interact effectively with colleagues across functions, regions, and levels are required.
- Advanced proficiency in Microsoft Excel and the ability to work effectively with large and complex data sets
- Preferred: Knowledge of investment analytics/attribution applications (such as FactSet, Aladdin, Bloomberg, etc.)
- A friendly professional demeanor and ability to excel in a team-oriented environment.
- Self-driven and shows strong self-initiative to meet deliverables and overcome issues.
- Critical Thinking - ability to look at data and trends and come to new conclusions based on findings.
- Attention to detail – ensure vigilance in the analysis and arrive at right conclusions.
- Must have the ability to handle multiple tasks, prioritize work, meet deadlines, and concentrate on detailed information.
The ability to contribute to a team environment is critical.
- Degree in Finance, Accounting, Mathematics, or a related field.
Progress toward, or completion of, the CFA or CIPM designation is preferred
Full time
Employee
No
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.
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.
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.
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
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