Reporting Analyst II

5210 Invesco (India) Private Limited - SEZ Unit; Hyderabad; Hybrid; INR 1,200,000 - 2,000,000; Full time

Benefits offered by this job

Flexible, Hybrid Work

Competitive Compensation

Life Insurance

Medical Insurance for Employee and+ 가족

Job summary

Invesco, a leading global investment firm, seeks a Portfolio Analytics professional in Hyderabad to support performance and risk analysis across multiple asset classes. You will handle data acquisition, validation, and consolidation to ensure accurate attribution and reporting for internal and client use.

The role requires experience with FactSet, strong analytical skills, and proficiency in Power BI/Tableau, with knowledge of R, Python, and SQL. Hybrid work model with office collaboration.

Qualifications

• Strong background in portfolio analytics with focus on performance evaluation and risk across asset classes.
• Proficient in utilizing FactSet to analyze portfolio performance including attribution, risk metrics, and benchmark comparisons.
• Experience extracting, validating, and managing portfolio data from FactSet to produce reports for stakeholders.
• Proficient in reporting tools such as Power BI and Tableau; working knowledge of R, Python, and SQL.

Responsibilities

• Support analysis and interpretation of portfolio performance and risk across assets and regions.
• Acquire, validate, and consolidate data to ensure accuracy in performance measurement.
• Produce timely reports and support investment decisions and business strategies.
• Collaborate with portfolio managers, risk teams, and compliance to resolve data issues.

Skills

Portfolio analytics

FactSet

Power BI

Tableau

Python

R

SQL

Education

MBA Finance/Accounting

CFA Level 1

Tools

FactSet

Power BI

Tableau

R

Python

SQL

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

Your Role

As a key member of the Portfolio Analytics team, you will support the analysis and interpretation of investment portfolio performance and risk across multiple asset classes and regions. You will be responsible for data acquisition, validation, and consolidation to ensure accuracy and integrity in performance measurement and attribution. Collaborating closely with portfolio managers, risk teams, and other stakeholders, you will provide timely and insightful reports that inform investment decisions and business strategies. This role requires strong analytical skills, proficiency with portfolio analytics tools (such as FactSet), attention to detail, and the ability to work effectively in a fast-paced, collaborative environment.

The Experience You Bring

Strong background in portfolio analytics with a focus on performance evaluation and risk assessment across diverse asset classes. Proficient in utilizing FactSet to analyze portfolio performance, including return attribution, risk metrics, and benchmark comparisons, delivering actionable insights to Investment teams. Experienced in extracting, validating, and managing portfolio data from FactSet to produce accurate and timely reports for internal stakeholders and clients, while effectively addressing data and reporting issues. Adept at using FactSet’s risk analytics tools to monitor portfolio risk exposures, conduct stress testing, and perform scenario analysis, ensuring compliance with investment guidelines. Collaborates closely with portfolio managers, traders, and compliance teams to interpret analytics, support investment decisions, and resolve data or reporting challenges.

Work Experience / Knowledge

1–3 years of experience in Finance, Investment Banking, or Management industries. Demonstrate in-depth knowledge of performance measurement & Attribution inline with regulatory and industry standards. Prepare, interpret, and investigate discrepancies in attribution and contribution reports used for performance analysis. Assist in constructing and maintaining composites in accordance with Global Investment Performance Standards (GIPS) for assigned portfolios and strategies. Ensure performance data is presented accurately and comprehensively across senior management reports, third-party databases, sales materials, and regulatory filings. Proficient in reporting tools such as Power BI and Tableau, with working knowledge of R, Python, and SQL.

Skills & Attributes

A friendly professional demeanour 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. Excellent organizational skills, the ability to work under pressure and attention to detail and accuracy a necessity. Strong proficiency with Microsoft Office suite especially Excel; Intermediate VB knowledge preferred. Academic requirements MBA Finance/Accounting, or a related field. CFA Level 1 cleared candidate preferred.

Full Time / Part Time

Full time Worker Type Employee Job Exempt (Yes / No) No

Workplace 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.

• 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

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

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.