Analyst I – Global Performance Reporting
OppenheimerFunds Distributor, Inc
Henley on Thames, England, GB
6d ago

Analyst I Global Performance Reporting

Make a difference every day!

Invesco is driven by a pure focus on investment. It’s all we do. We focus on doing work that matters and being a firm that gives a voice to every employee.

In fact, we make a promise to our clients and each other to create greater possibilities together. We’re looking for people who have fresh perspectives.

Who can come together to share ideas, listen and challenge each other to achieve better solutions for our clients.

Your team

As part of the global Performance Measurement, Analytics and Reporting ( PMAR ) organization, our team provides comprehensive investment performance and analytics business intelligence to help Invesco understand its fund results relative to peers and indexes.

Our key stakeholders include Investments, Marketing, Senior Management and Fund Boards.

Your role

We’re searching for our next Analyst I Global Performance Reporting. You could be involved in building, run, maintain and improve interactive dashboards and static reports containing investment performance, attribution and analytics statistics.

You could source and integrate data from internal and external systems as well as calculate statistics as needed. You serve as subject matter specialist for peer ranking and ex-post risk statistics.

Other key responsibilities could be to build less complex new reports using visualisation tools such as Power BI, Crystal Reports or Excel that are insightful, clear and tailored for specific audience.

You will implement subsequent improvements and own ongoing maintenance of updating data, adding new funds / benchmarks, etc. as needed.

You will use tools including Alteryx, SQL or Excel to efficiently source / integrate data and calculate statistics. In addition, you will troubleshoot and will resolve issues.

You will evaluate output to ensure the resolution meets stakeholder requirements and you will analyse and summarise key findings.

You also will support projects to test and reconcile statistics loaded into data repositories or dashboards, having an understanding of requirements, legacy / future methodologies and reconcile relative to source system.

You will build and maintain local data repositories for information not in IT-supported repositories as needed. You will identify and recommend potential systems enhancements.

Sound interesting?

You’ll need to have a strong understanding of investment industry with strong analytical skills. You also have experience with industry performance, analytics statistics and related (e.

g. Eagle, Lipper, Morningstar Direct, Barra and / or FactSet). In addition, you have data wrangling skills (e.g. data sourcing, integrating and calculating statistics using tools such as Alteryx, SQL, Excel).

You are experienced in creating interactive dashboards and static format reports that are insightful yet concise leveraging tools such as Power BI, Tableau, Crystal Reports and / or Excel.

You can optimally manage multiple deadlines and have a strong attention to detail. You are able to communicate clearly and concisely with varied audiences including Investments, Risk, IT and Marketing, both verbally and in writing.

You are an independent self-starter, positive can-do attitude that overcomes challenges and barriers including ability to succeed in partnering with colleagues in different locations and time zones.

You are also an innovative idea-generator with a passion for identifying / implementing sound, pragmatic solutions and troubleshooting issues.

You have strong diplomacy skills to foster positive relationships with cross-functional and cross-regional project teams both in-person and remotely.

You have a high degree of curiosity and a desire to learn, including taking on results-oriented new assignments.

You have first work experience in an investment performance, analytics or similar role in the financial services industry and hold a degree in Finance, Engineering, Information Technology or related field is required.

CFA level 1 holder or equivalent knowledge could be helpful.

The good stuff

  • We have an outstanding benefits package, which includes :
  • Competitive salary and bonus
  • Company-provided healthcare
  • 26 days’ annual leave + bank holidays
  • Generous pension provisions
  • Income protection
  • Health and wellness benefits
  • Volunteering days
  • Enhanced parental leave
  • Life insurance
  • Our commitment to you

    We recognise that everyone is different and that the way in which people want to work and deliver at their best is different for everyone.

    As part of Invesco’s commitment to ensuring our teams have the broad range of experiences and backgrounds required to promote diversity of thought, and to maintaining a positive, engaging work environment, we champion flexible working.

    Please feel free to discuss flexible working options with us.

    Our commitment to the community and environmental, social and governance investing

    We partner with charitable organisations globally to make an impact in the communities where we live and work. Our people are encouraged to support the charities they feel most passionate about.

    We are also committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific responsible investment product strategies as well as part of our commitment to deliver a superior investment experience.

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