Reporting Analyst II

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.

Our benefit policy includes but not limited to:

• 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

• Working knowledge of portfolio analytics with a focus on performance evaluation assessment across diverse asset classes.

• Ability to interpret portfolio performance, including return attribution, and benchmark comparisons, delivering actionable insights to Investment teams.

• Experienced in extracting, validating, and managing portfolio data to produce accurate and timely reports for internal stakeholders and clients, while effectively addressing data and reporting issues.

Exposure to using performance and risk analytics tools to monitor portfolio risk exposures, conduct stress testing, and perform scenario analysis.

• Produce and interpret performance attribution, contribution, benchmark, and portfolio analytics.

• Validate portfolio, benchmark, classification, and analytical data before reporting.

• Investigate and resolve performance, attribution, benchmark, and data-quality exceptions.

• Prepare accurate, timely reporting for investment teams, senior management, client reporting, third-party databases, and regulatory filings.

• Explain analytical results and data issues clearly to technical and non-technical stakeholders.

• Support process improvement, automation, control enhancement, and documentation.

• Partner with investment, technology, data, operations, risk, and distribution teams across regions.

• Maintain clear process documentation, analytical controls, and evidence supporting reported results.

• Participate in the testing and implementation of data, system, methodology, and reporting changes.

• 1-3 years of relevant experience in investment management, portfolio analytics, performance measurement, investment operations, financial data analysis, or a related field.

• Knowledge of performance measurement or Attribution is preferred.

• Prepare, interpret, and investigate discrepancies in attribution and contribution reports used for performance analysis.

• General understanding of the investment management industry including various security types.

• Interpersonal skills necessary to interact effectively with colleagues across functions, regions, and levels are required.

• Advanced proficiency in Microsoft Excel and the ability to work effectively with large and complex data sets

• Preferred: Knowledge of investment analytics/attribution applications (such as FactSet, Aladdin, Bloomberg, etc.)

• A friendly professional demeanor and ability to excel in a team-oriented environment.

• Self-driven and shows strong self-initiative to meet deliverables and overcome issues.

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• ability to look at data and trends and come to new conclusions based on findings.

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- ensure vigilance in the analysis and arrive at right conclusions.

• Must have the ability to handle multiple tasks, prioritize work, meet deadlines, and concentrate on detailed information.

The ability to contribute to a team environment is critical.

• Degree in Finance, Accounting, Mathematics, or a related field.

Progress toward, or completion of, the CFA or CIPM designation is preferred