Lead Analyst

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

Your Team

Investment Services Operations provides global end to end middle to back-office support for trade management,

portfolio operations and data management, reconciliation, corporate action, bank loans, fund services and reporting to support Invesco’s investment related activities. The team focuses to provide quality service with highly disciplined operations, to deliver responsive support for investment processes, new products and instruments, to be responsive to changing economic, regulatory and risk environments, to manage and deliver quality data in accordance with “SMART” data principles.

Your Role

Lead Analyst is a key role within the Change Management function supporting Investment & Distribution Services. You will assist the Project/Change manager in executing projects/ initiatives and driving change in the organization as assigned. This is a diverse role that includes strategic planning/ execution, analytics, continuous improvement and other key governance for the function, while managing stakeholders’ expectations.

The role involves collaborating with internal functions and subject matter experts, to ensure project/ change is delivered in a timely, engaging, and effective manner. The right individual will be a ‘global problem solver’, with a good understanding of Investment and Distribution Services and/or Investment-related activities. Successful candidates will possess the professional competence and interpersonal skills to command the respect of senior leaders. Other skills should include dedication to continual improvement in execution, a collaborative approach to win internal support, and influencing skills to work with global partners.

Key Responsibilities

• Extract information, at all levels of the organization (individual contributor to senior management) for presenting various management updates and to identify core problems/needs
• Analyze data collected across multiple teams/ projects, update to various MIS tools/ templates and follow-ups for missing information
• Conduct complex analysis and present data & insights in a meaningful way to senior stakeholders
• Help with decision-making on new or current projects, by gathering and analyzing data and providing insights into new possibilities or areas in need of improvement.
• Assist in developing and maintaining project plans, schedules and budgets as needed.
• Take charge for timely data/ inputs gathering from senior stakeholders across various functional organizations
• Work with business, ops and support (Risk, Audit, Tech etc.) functions to understand the guidelines and implications of project execution
• Writing system requirement specifications to include use cases, data models, assumptions, and mock-ups, when necessary

• Work closely with business functions to pro-actively identify & define opportunities for continuous improvement; build diagnostic and develop business cases
• Management of Continuous Improvement agenda/ drive and shaping up project opportunities
• Assist in the definition of performance metrics for all projects as well as business functions and drive governance around the same with stakeholders
• Communicate project status frequently up and down the organization and suggest changes to use available capacity efficiently
• Contribute to various governance forums as appropriate
• Collaborate with cross functional team to resolve issues or improve the process for future state

Key proficiencies

• Being able to stay abreast with the big picture and view inter-connectivity of tasks and solutions.
• Ability to take care of flexibility and change without getting flustered, especially in quickly evolving production & client scenarios
• Ability to turn around quick data mining, data analysis & presentation requirements
• Ability to develop trust with various internal and external facing teams and clients.
• Encourage others: Demonstrate a deep passion for technology and financial domain and build an ability to tap into the creative minds of the project team
• Maintain a broad understanding of our systems, customers and business goals.

The Experience You Bring

• 5+ years of Project Management/ Change Implementation experience, or equivalent experience preferably in Financial or Investment Banking Sector
• Strong stakeholder management with experience of building partnerships and consulting effectively with leadership Strong knowledge in agile project methodologies
• Strong written and verbal communication, interpersonal and conflict management skills
• Ability to conduct complex analysis and present data in a meaningful way
• Open minded, flexible, and willing to listen to and incorporate other people’s opinions and a strong “out-of-the-box” thinker who challenges status-quo
• Ability to handle ambiguity and ability to assess risk even when data or information on hand are limited
• Financial domain expertise, particularly, familiarity with US financial markets. Familiarity with US financial planning / wealth management is a big plus.

Academic requirements

• MBA from reputed university would be preferred
• Certification/ Experience on Data Visualization tools would be preferred
• Certification/ Experience on Automation tools is an added advantage

Full Time / Part Time

Worker Type

Job Exempt (Yes / No)

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. 

Why Invesco

In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other’s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally. 

We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs).  

What’s in it for you? 

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 
• Dress for your Day 

In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence. 

To know more about us 

About Invesco: https://www.invesco.com/corporate/en/home.html 

About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html 

About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html 

About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html 

Apply for the role @ Invesco Careers: https://careers.invesco.com/india/