Full-Time

Manager – FP&a Investments

Posted on 5/13/2025

Invesco

Invesco

501-1,000 employees

Global asset management and investment solutions

No salary listed

Company Does Not Provide H1B Sponsorship

Atlanta, GA, USA

Hybrid

Employees are expected to spend at least four full days each week working in an Invesco office.

Category
Finance & Banking (1)
Required Skills
Word/Pages/Docs
Data Analysis
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • BS in Finance, Accounting, or other quantitative discipline, or MBA with a concentration in Finance or Accounting, CPA or CFA a plus
  • 5-7+ years of Finance experience with a concentration in financial planning, management reporting, quantitative analysis, scenario planning, and decision modeling
  • High level of proficiency in Microsoft Office with a focus on Excel, PowerPoint and Word
  • Able to work with business partners to understand industry dynamics and identify key business drivers and their financial implications
  • Commitment to accuracy and ability to review your own work is a must
Responsibilities
  • Analyzing Investments financial results (revenue, expenses and operating income) and relevant trends to identify and understand risks to achieving financial objectives
  • Identifying revenue opportunities and potential cost savings to incorporate into the business financial plan and forecast
  • Designing and Propose methods for ongoing monitoring the business health, including participating in long-term and short-term financial planning
  • Performing detailed analysis of profitability results, inputs and drivers. Developing model outputs and structure to support investment and resource allocation decisions
  • Building and maintaining data and analytics to support compensation plans and models, creating analytics to assess potential scenario outcomes
  • Conducting cost/benefit analyses for strategic business decisions, considering relevant financial and strategic factors and evaluating potential courses of action
  • Creating, maintaining, interpreting, and delivering management reporting through presentations, performance dashboards, and other visual tools for business leaders, including senior executives.
Desired Qualifications
  • Prior experience in investment management industry is a plus
  • Knowledge of Oracle and/or Hyperion planning is a plus
  • Knowledge of enterprise business planning platforms e.g. Hyperion, Cognos TM1, Adaptive Planning is strongly preferred
  • Experience with data visualization tools such as Microsoft Power BI or Tableau is a plus

Invesco provides investment management services to retail and institutional clients worldwide. It manages a broad mix of assets, including mutual funds, exchange-traded funds (ETFs), and private equity, and earns revenue mainly from management fees on assets under management. The company serves clients in more than 150 countries, offering diverse investment opportunities across public and private markets. Its product line relies on market performance, meaning returns and assets under management rise and fall with financial conditions. Invesco differentiates itself through its global footprint and range of investment vehicles, aiming to grow assets under management by attracting clients and offering access to a wide set of investment options. The company’s goal is to deliver value for clients by managing assets responsibly and efficiently while expanding its global presence and assets under management over time.

Company Size

501-1,000

Company Stage

IPO

Headquarters

Henley-on-Thames, United Kingdom

Founded

1935

Simplify Jobs

Simplify's Take

What believers are saying

  • Q1 2026 saw $21.8B net inflows, 11th straight quarter of organic growth.
  • ETFs and Index drove $18.6B inflows; China JV added $8.7B in Q1 2026.
  • Adjusted operating margin hit 34.5% in Q1 2026, up 300bps year-over-year.

What critics are saying

  • BlackRock's $2.8T ETF scale compresses Invesco's fees within 6-12 months.
  • Vanguard's low-cost funds capture 40% new flows, eroding Invesco's active share.
  • Q4 2025 margin collapsed to -116%; integration delays miss 2026/2027 targets.

What makes Invesco unique

  • Invesco pioneered active ETFs in 2008, blending active management with ETF liquidity.
  • ETFs comprise 40% of Invesco's $2.2T AUM as of March 2026.
  • Invesco manages tokenized US government securities via Superstate from Q2 2026.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Unlimited Paid Time Off

Hybrid Work Options

401(k) Company Match

Health Insurance

Parental Leave

Employee Stock Purchase Plan

Company News

Yahoo Finance
Mar 15th, 2026
Invesco reports $2.26T assets under management for February, up 1.2%

Invesco Ltd. reported preliminary assets under management of $2.26 trillion for February 2026, up 1.2% from the previous month. The asset manager recorded $4.7 billion in net long-term inflows and $13.5 billion in money market inflows during the month. Favourable market returns increased AUM by $9 billion, partially offset by a $1.1 billion negative foreign exchange impact. On 6 March, Evercore ISI analyst Glenn Schorr lowered Invesco's price target to $29 from $31 whilst maintaining an In Line rating. Previously, the company reported fourth-quarter adjusted earnings per share of 62 cents, beating the 58-cent consensus estimate, with revenue of $1.26 billion against expectations of $1.25 billion.

Yahoo Finance
Feb 3rd, 2026
RBC Capital targets 37%-38% margins for Invesco by 2026/2027, cuts price target to $33

RBC Capital has reduced its price target for Invesco to $33 from $35 whilst maintaining an Outperform rating following the asset manager's fourth-quarter results. The adjustment reflects concerns over the company's 2026 expense estimates, though analyst Kenneth Lee considers the overall impact minimal. Invesco reported earnings per share of $0.62, beating market expectations of $0.57, but revenue of $1.23 billion fell slightly short of the expected $1.24 billion. Despite the reduced price target, RBC Capital maintains its positive investment thesis, projecting stronger organic growth and incremental margin improvements to 37%-38% in 2026/2027 through operating leverage. Invesco is a global investment management firm offering actively and passively managed funds, ETFs and alternative investments to retail and institutional clients.

Yahoo Finance
Feb 3rd, 2026
Invesco beats revenue estimates but operating margin plunges to -116%

Invesco reported fourth-quarter revenue of $1.26 billion, beating analyst estimates of $1.25 billion. However, operating margin plunged to -116%, down from 26.9% a year earlier, prompting negative market reaction despite the revenue beat. CEO Andrew Schlossberg attributed the margin compression to higher expense growth, increased technology investments and ongoing acquisition integration costs. Management stated that operational efficiency programmes are underway but will take several quarters to materialise fully. Adjusted earnings per share reached $0.62, exceeding the $0.58 estimate. CFO Allison Dukes said most integration expenses should subside by year-end, though some technology investments may continue. The company expects long-term margin improvement as digital adoption scales, despite near-term cost pressures affecting profitability.

Yahoo Finance
Feb 2nd, 2026
Invesco stock gains analyst upgrade as Wall Street sets $35 price target

Invesco, the Atlanta-based global investment management company with a $12.1 billion market cap, has outperformed the broader market with shares gaining 42% over the past 52 weeks, compared to the S&P 500's 14.3% rally. The company reported mixed Q4 2025 results on 27 January, with adjusted earnings per share of $0.62 beating consensus estimates. Net revenue rose 6.1% year-over-year to $1.26 billion, whilst assets under management reached approximately $2.2 trillion. Analysts expect Invesco's earnings per share to grow 31% year-over-year to $2.66 for fiscal 2026. Among 13 analysts covering the stock, the consensus rating is "Moderate Buy", with five "Strong Buy", one "Moderate Buy" and seven "Hold" ratings. RBC Capital Markets recently upgraded Invesco to "Outperform" with a $35 price target.

Yahoo Finance
Jan 27th, 2026
Invesco Q4 revenue beats estimates at $1.26B, AUM reaches $2.2T

Invesco reported fourth-quarter revenue of $1.26 billion, up 8.8% year-on-year and beating Wall Street estimates by 1.1%. The asset management firm's non-GAAP earnings of $0.62 per share exceeded analyst expectations by 7.1%. Assets under management reached $2.2 trillion, surpassing estimates of $2.17 trillion and representing 19.2% year-on-year growth. Pre-tax profit was $457.8 million with a 36.4% margin. Founded in 1935, Invesco offers investment solutions across equities, fixed income, alternatives and multi-asset strategies. However, the company has struggled with long-term growth, with trailing 12-month revenue of $4.66 billion roughly matching levels from five years ago. Recent performance shows improvement, with annualised revenue growth of 4% over the past two years.

INACTIVE