Description
Your Team :
Client Intelligence team is responsible for increasing data driven decision making at Invesco.
The group works mostly with the Americas & EMEA Distribution and Marketing teams to help achieve our ‘play to win’ goals through a better understanding of our clients. 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.
Your Role :
- Ensure accurate and timely data reporting and analytics for distribution partners and internal stakeholders
- Analyze Institutional activity, transactions, assets, product performance data to identify trends, client behavior and performance metrics
- Utilize 3rd party data, such as eVestment, MMD, and FactSet for competitive analysis, performance benchmarking and client reporting
- Develop and maintain interactive dashboards and data visualizations using Tableau and Power BI to support strategic decision making
- Write complex SQL queries to extract and manipulate data from Snowflake and other data warehouses
- Conduct segmentation analysis to identify high potential clients and investment opportunities
- Automate data extraction, transformation and reporting processes to increase efficiency and accuracy
- Present data-driven insights and recommendations to stakeholders, translating complex analytics into clear and actionable insights
- Collaborate with cross-functional teams (sales, marketing) to gather requirements and deliver data driven insights
- Monitor and assess the impact of implemented solutions, continuously refining approaches based on feedback and results
- Serve as a liaison between stakeholders and data analytics team in all phases of projects
- Project manage the solution design and implementation process
The experience you bring :
3+ years of experience developing actionable insights and applying data analytics in a sales consulting setting in the asset management industry or financial services industryHands-on experience as a data engineer, developing and applying data analytics and deploymentProficiency in Tableau and Power BI for data visualizationProven hands-on experience with 3rd party data for performance benchmarking, client analysis and competitive InsightsStrong SQL skills, with experience working in Snowflake or similar cloud data warehousesGood understanding of data manipulation and transformation techniquesExcellent analytical thinking, problem solving skills and attention to detailFamiliarity with CRM and Sales performance systems (e.g., Salesforce)Proficiency in Python for data analysis and automationAcademic requirements
Undergraduate or advanced degree in a quantitative or Finance discipline (such as Statistics, Mathematics, Business Analytics) with focus on data analytics techniquesStrong academic qualifications, including advanced understanding / coursework in database management and Data ScienceFull Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
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 CompensationFlexible, Hybrid Work30 days’ Annual Leave + Public HolidaysLife InsuranceRetirement PlanningGroup Personal Accident InsuranceMedical Insurance for Employee and FamilyAnnual Health Check-up26 weeks Maternity LeavePaternal LeaveAdoption LeaveNear site Childcare FacilityEmployee Assistance ProgramStudy SupportEmployee Stock Purchase PlanESG Commitments and GoalsBusiness Resource GroupsCareer Development ProgramsMentoring ProgramsInvesco CaresDress for your DayIn 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 : About our Culture :
About our D&I policy :
About our CR program :
Apply for the role @ Invesco Careers :