Manager, Client Analytics

1240 Invesco Distributors Inc.; New York (NY); Hybrid; USD 120,000 - 150,000; Full time

Job summary

Invesco is seeking a Manager for Client Analytics in New York City. This role focuses on providing critical analytics and data-driven insights to enhance growth for the North America Institutional business. Candidates should have a strong foundation in data analytics, project management experience in asset management, and the ability to cultivate relationships with clients.

Benefits

Flexible paid time off

Hybrid work schedule

401(K) matching

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Qualifications

• 5+ years of experience in data analytics within asset management.
• Proficiency in SQL, Tableau, and Excel as a data analysis tool.
• Strong understanding of institutional client data.

Responsibilities

• Ensure accurate data reporting and analytics for distribution partners.
• Support analytics roadmap to build actionable growth solutions.
• Develop and manage projects related to data analytics.

Skills

Data analytics

Client relationship management

Project management

Communication

Problem-solving

Education

Undergraduate or advanced degree in a quantitative or Finance discipline

Tools

Tableau

PowerBI

SQL

Excel

Job description

Manager, Client Analytics page is loaded

Manager, Client Analytics

Apply locations New York, New York time type Full time posted on Posted 6 Days Ago job requisition id R-10060

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

The Department:

Client Intelligence team is responsible for increasing data driven decision making at Invesco. The group works mostly with the Americas & EMEA Distribution and Marketing teams to help achieve our ‘play to win’ goals through a better understanding of our clients. It works like a small startup within the organization, with a clear focus on improving effectiveness and efficiency through end-to-end management of data, analytics, visualization and in-field implementation.

Your Role:

The Manager, Client Analytics sits in Invesco’s Client Intelligence organization which supports Invesco’s retail and institutional businesses in the Americas and EMEA. Reporting to the Head of Client Analytics this role will help provide analytics and data driven insights that support the sustained growth of the Invesco North America Institutional (NAI) business.

You Will Be Responsible For:

• Ensure accurate and timely data reporting and analytics for distribution partners and internal stakeholders

• Cultivate relationship with NAI distribution partners using client analytics, industry best practices, and home office insights to drive strategic goals

• Support the analytics roadmap and promote the effective use of data and insights to build actionable growth solutions for NAI teams

• Coordinate with Finance/FP&A around NAI flows and revenue reporting and forecasting

• Employ data and analytics to define, monitor, and measure our client segmentation & engagement strategies, product targeting campaigns, and strategy execution

• Partner with the NAI Distribution and NAI marketing teams to design and manage dashboards and tools to help business stakeholders access information, uncover insights, and execute on sales strategies

• Build and develop relationships with NAI Distribution team leaders, sales consultants, consultant relations, and product specialists to influence the use of data and analysis in their decision making

• Develop, manage, and own various projects including problem definition, solution design, and implementation

• Analyze data and trends using Business Intelligence tools (i.e. Tableau, PowerBI, Alteryx, Excel) to help define and solve business problems

The Experience You Bring:

• 5+ years of experience developing actionable insights and applying data analytics in a sales consulting setting in the asset management industry

• Experience with institutional client databases, such as MMD, eVestment, Preqin, 13F is strongly preferred

• Experience working with Institutional sales leaders, field sales and consultants, and translating their business needs into technical requirements and solutions

• Thought leadership for client type segments such as professional buyer

• Experience with financial transactions data or the Asset Management industry

• A unique combination of data analytics and sales enablement is highly desirable and ability to incorporate stakeholder feedback and align on technical requirements

• The successful candidate will demonstrate high personal initiate, the ability to work independently and be a strong team player

• Stakeholder service focused with ability to think strategically and develop innovative ways to optimize analysis, presentations and go-to-market approaches

• Demonstrated technical competence:

  • Strong understanding of data analysis and database queries (SQL, Snowflake, AWS)

  • Proficiency in Microsoft Office (Excel), and exceptional storyboarding skills using MS PowerPoint

  • Master of using multiple data sources and data workflow to solve business questions

  • Experience in designing and implementing Business Intelligence tools (Tableau, PowerBI, etc)

  • Experience in creating and using Salesforce reporting tools

• Solid knowledge on Asset management industry and good understanding of Institutional distribution channels and clients of the industry

• Strong project management and organizational skills with attention to detail

• Superior relationship building, communication, and ability to influence skill

• Capable of not only knowing the ‘how’ but also telling the ‘so what’

• Intellectual curiosity, with excellent problem-solving and quantitative skills, including the ability to define issues, identify root causes, and recommend solutions

• Ability to effectively balance implementation of highly technical models in a sales environment

• Ability to work in agile, test & learn, and iterative environment

• Effective communication and presentation skills, especially in small group settings

• Undergraduate or advanced degree in a quantitative or Finance discipline (such as Statistics, Mathematics, Business Analytics) with focus on data analytics techniques

• Strong academic qualifications, including advanced understanding/coursework in database management and Data Science

The salary range for this position in New York City is $120,000 to $150,000/ year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

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.

What’s in it for you?

Our people are at the ver y 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

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.