Senior Analyst, Client Analytics

Invesco; Atlanta (GA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Flexible PTO

Hybrid schedule

401K matching

Health benefits

Parental leave

Employee stock purchase

Job summary

Invesco is seeking a Distribution Analytics professional in Atlanta to transform data into actionable insights for the Americas distribution and marketing teams.

You will build dashboards, analyze sales activity, and partner with field teams to drive recommendations that improve net sales and client targeting. The role requires 3+ years in analytics within financial services or asset management.

Qualifications

• 3+ years delivering actionable insights in corporate or financial services settings.
• Experience with BI tools (Tableau/Power BI) and data visualization.
• Strong SQL and data analysis; familiarity with Snowflake/AWS/Python preferred.
• Proficiency in Excel and PowerPoint with executive-ready materials.
• Experience with financial data, client analytics, or asset management is a plus.

Responsibilities

• Analyze sales, client, and market data to define problems and recommend actions.
• Support analytics roadmap and ensure insights are actionable and scalable.
• Define and monitor client segmentation, campaigns, and sales coverage.
• Manage analytics projects from problem to adoption and reporting.
• Partner with Distribution, Marketing, Product, Data Science, and Tech teams on dashboards.
• Communicate findings clearly to business leaders.

Skills

Analytical thinking

Communication

Project management

Relationship building

Education

Bachelor's degree in a quantitative field

Tools

Tableau

Power BI

SQL

Snowflake

AWS

Python

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

The Department: Distribution Intelligence

Distribution Intelligence is responsible for increasing client-focused, data-driven decision making at Invesco. The group partners primarily with the Americas Distribution and Marketing teams to help increase net sales through a deeper understanding of clients, financial advisors, direct purchasers, sales activity, and market opportunity. The team operates with a builder mindset: identifying high-value business questions, creating scalable analytics solutions, and partnering directly with the field to ensure insights translate into action. 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. In short, it is an exciting place for self-starters who want to develop their capabilities, contribute to commercial analytics, and own meaningful outcomes.

Why This Role Is Exciting

• Contribute to how Distribution uses data to identify growth opportunities, prioritize clients, and improve sales effectiveness
• Work with sales leaders and business partners on strategic priorities with measurable business impact
• Build analytics, dashboards, and data products that support field behavior and decision making
• Collaborate across Sales, Marketing, Product, Data Science, and Technology
• Join a team with a builder mindset, where curiosity, ownership, innovation, and commercial impact are valued

Key Responsibilities / Duties:

• Analyze sales, ownership, client, and market data using business intelligence and modern data tools to help define business problems, uncover opportunities, and recommend actions
• Support key components of the sales analytics roadmap and help ensure insights are actionable, scalable, and aligned with Distribution’s growth priorities
• Help define, monitor, and measure client segmentation, campaign targeting, sales coverage, advisor prioritization, and strategy execution efforts
• Manage analytical projects or defined workstreams from problem definition through solution design, implementation, communication, and adoption
• Partner with Distribution, Marketing, Product, Data Science, and Technology teams to develop dashboards, data products, and automated insights that help business partners act with greater speed and confidence
• Develop trusted relationships with Distribution leaders, sales consultants, product specialists, and other stakeholders, and communicate findings in a clear, business-oriented manner

Work Experience / Knowledge:

• 3+ years of experience developing actionable insights and applying data analytics in a corporate, consulting, financial services, asset management, marketing analytics, or sales enablement setting
• Demonstrated ability to contribute to analytical workstreams, manage assigned deliverables, and convert business questions into practical analytics solutions
• Experience with business intelligence and visualization tools such as Tableau or Power BI
• Proficiency in data analysis and database querying using SQL; experience with Snowflake, AWS, Python, or similar modern data tools is preferred
• Strong working knowledge of Microsoft Excel and PowerPoint, including the ability to communicate analytical findings through clear, executive-ready materials
• Experience with financial transaction data, client analytics, sales analytics, marketing analytics, or the asset management industry is preferred
• Experience working with sales, product, technology, or data partners and translating business needs into analytical or technical requirements

Skills / Competencies / Attributes:

• Commercial curiosity, with the ability to understand business needs, frame analytical questions, and connect insights to outcomes
• Strong problem-solving and quantitative skills, including the ability to define issues, identify root causes, evaluate options, and recommend solutions
• Ability to balance technical analysis with practical application in a sales environment
• Capable of explaining not only the “how,” but also the “so what” and “now what” for business partners
• Comfort working in an agile, test-and-learn, and iterative environment with shifting priorities and ambiguous business questions
• Strong relationship-building, communication, and collaboration skills
• Strong project management, organizational skills, and attention to detail, with the ability to manage multiple assignments

Formal Education:

• Undergraduate or advanced degree in a quantitative, business, finance, economics, analytics, statistics, mathematics, operations research, computer science, or related discipline
• Coursework, certifications, or demonstrated experience in analytics, database management, data visualization, data engineering, machine learning, or financial markets is preferred

Disclaimer:

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. 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. Incumbents may be required to perform other duties as deemed appropriate by the supervisor from time to time.

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 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.