Manager, Business Initiatives and Data Management

Invesco; Atlanta (GA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(K) matching up to 100%

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Job summary

Invesco is seeking a Senior Data & BI Professional to develop self-service reporting with Power BI, transform data into dynamic dashboards, and maintain enterprise data models in Snowflake. You will partner with ITC to execute projects, enhance client portals, and train internal teams on data tools.

Ideal candidates have 5+ years in financial services, strong Power BI skills, and experience with Snowflake. This is a hybrid role with a strong emphasis on analytics, collaboration, and delivering

Qualifications

• 5+ years financial services industry experience with increasing responsibilities.
• Experience building and maintaining collaborative relationships with internal partners.
• Broad understanding of investment operations, funds, regulatory issues and controls.
• Proficient in Power BI, Power Query, and DAX; knowledge of Snowflake helpful.
• Strong communication and presentation skills with attention to detail.

Responsibilities

• Lead self-service reporting via Power BI, including complex reporting with Power Query.
• Transform data into dynamic dashboards using DAX and Power Query for enterprise reporting.
• Maintain data models and secure data sharing within Snowflake.
• Collaborate with ITC resources on project planning, prioritization and execution.
• Enhance client experience through client portals and data-driven insights.
• Act as data owner and provide training to internal partners on data tools.
• Facilitate conversations with vendors, manage scope, resourcing and timelines.
• Coordinate content management of non-structured data for ITC.
• Support metrics development and visualization across teams.

Skills

Power BI

Power Query

DAX

Microsoft Copilot

PowerPoint

Project Management

Communication skills

Snowflake

Education

Bachelor's degree in Business, Finance, or CS

Tools

Snowflake

Confluence

Job description

About Invesco

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.

About Invesco

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.

What’s in it for you?

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:

• Flexible paid time off
• Hybrid work schedule
• 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
• Health & wellbeing benefits
• Parental Leave benefits
• Employee stock purchase plan

Job Description

Key Responsibilities / Duties

Data Management

• Initiate, execute, keep and refine ITC’s business intelligence program, consisting of a self-service reporting model via PowerBI, including complex reporting using Power Query, providing end-users with easy access to clients and fund level reporting and data.
• Transform raw data into dynamic, interactive Power BI dashboards using advanced DAX and Power Query. Design, optimize, and maintain data models, tables, and secure data sharing within Snowflake for enterprise reporting.
• Partner with ITC technical resources for planning, prioritization and execution of projects, application enhancements and other technology related initiatives
• Implement and manage client experience enhancements related to client account portals.
• Serve as the data and internal reporting owner for ITC and point of contact for internal parties, to refine ITC’s visibility across the firm.
• Serve as the subject matter expert on ITC data, provide training and access to internal business partners to data, data-related tools and applications.
• Facilitate technical conversations between internal and external vendors, manage project scope, resourcing, and requirements.
• Mediate between ITC and technology departments, translating project requirements and aiding in creating sprints, epics, and stories in Confluence.
• Serve as key point of contact for content management of non-structured data for ITC.
• Support various teams in metric development, capture and visualization using technology.

Business Initiatives

In partnership with the head of ITC, develop and lead strategic business initiatives including current state analysis, future state recommendations, key stakeholder socialization, project plan development and execution and process documentation.

• Analyze current workflows, recommend and develop enhanced workflow processes using technology, including AI tools such as Microsoft Copilot.
• Analyze current technologies and refine usage to enhance client experience, provide efficiencies and capture meaningful metrics to support business management.
• Write and refine advanced AI prompts and LLM workflows to generate automated narrative summaries, auto-document DAX queries, and streamline ad-hoc stakeholder data requests.
• Represent team in firm-wide initiatives, as needed.

Work Experience / Knowledge:

Financial Services Experience In Fund Or Investment Operations Preferred

• 5+ years financial services industry experience with increasing levels of responsibility.
• Proven experience building and maintain collaborative working relationship with internal business partners to understand their needs.
• Broad understanding of investment operations, thorough knowledge of institutional funds and clients, regulatory issues, systems and support procedures and controls.

Skills / Competencies / attributes:

• Excellent verbal and written communication skills.
• Emotional intelligence and ability to properly influence others through discussion, collaboration and facts.
• Ability to conduct complex analysis, draw conclusions and present data in a meaningful way.
• Microsoft PowerBI and Power Query experience necessary.
• Microsoft Copilot experience a plus
• Strong PowerPoint and Project Management presentation experience
• Strong organizational skills and meticulous and passion for excellence.
• Open minded, flexible, and willing to listen to other people’s opinions.
• Comfortable operating in the details and employing measurement through metrics.

Formal Education:

• A Bachelor’s Degree, (Business, Finance, Computer Science)

License / Registration / Certification:

• Project management certifications a plus

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

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 an Invesco 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.

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's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.