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Job Details
As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. 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, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.
Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:
Flexible paid time off
Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan
About the Team:
The portfolio performance analytics team provides administrative and analytical support to PMs, which can include monitoring portfolio performance, conducting statistical analyses, assembling and reviewing data, completing performance attribution analyses, monitoring cash flows and maintaining target allocations.
About the Role:
The Performance Analyst role, located in Houston, is critical to delivering accurate, timely, and actionable performance analytics that underpin investment decision-making and regulatory compliance. This position provides essential support for key functions, including performance measurement analysis and insights, Board and Executive Leadership reporting, regulatory adherence, and the execution of strategic initiatives such as the ANG implementation. By ensuring data integrity and operational continuity, this role mitigates risks related to delays, errors, and compliance breaches, while ensuring the accurate and timely delivery of performance measurement metrics and analysis the drive progression toward organizational objectives.
Responsibilities of the Role:
Performance Calculation, Oversight, & Analysis:
Ensure accuracy of portfolio returns using industry-standard methodologies (e.g., time-weighted and money-weighted returns).
Validate daily, monthly, quarterly, and annual performance across diverse investment strategies and regions.
Provide interpretation and insights on performance results, attribution, and peer rankings to internal stakeholders.
Compute and interpret risk-adjusted metrics (Sharpe, Information Ratio, Tracking Error) to assess portfolio efficiency.
Monitor outsourced and offshored performance activities to ensure adherence to quality and timeliness standards.
Ensure consistency of methodologies across global platforms and regions.
Data Management:
Validate input data from internal systems and outsourced/offshored providers.
Implement controls to ensure accuracy, completeness, and timeliness of performance data
Collaborate with IT, data teams, and external providers to ensure data integrity and resolve discrepancies in a timely and efficient manner.
Support system enhancements and automation initiatives to improve efficiency and reduce operational risk.
Compliance & Standards:
Ensure adherence to GIPS® standards and regulatory requirements across all performance reporting.
Monitor and enhance alignment of global operational processes with GIPS® standards, ensuring uniform application across internal teams and outsourced/offshored partners.
Support internal and external audits related to performance data and disclosures.
Reporting & Analysis:
Prepare clear, accurate, and insightful performance results for consumption by stakeholders.
Collaborate with client-facing teams to explain performance results.
Cross-Functional Collaboration:
Oversee outsourced and offshored performance activities, ensuring SLA compliance and quality standards.
Act as a liaison between global offices and third-party providers to resolve discrepancies and improve processes.
Process Improvement & Technology:
Contribute to automation initiatives and system enhancements for performance measurement.
Support implementation of new tools and methodologies to improve efficiency and scalability.
Requirements of the Role:
Degree in Finance, Economics, Mathematics, or related discipline; professional certifications (CIPM, CFA) desirable.
Proven experience in performance measurement within asset management.
Strong understanding of investment accounting, portfolio analytics, and performance attribution.
Familiarity with global operating models, including outsourced and offshored functions.
High level of mathematical and statistical skills.
Excellent communication and interpersonal skills for global stakeholder engagement.
Strong attention to detail and commitment to accuracy.
Ability to manage multiple priorities under pressure.
Proactive approach to process improvement and change management.
Collaborative mindset with experience in cross-cultural environments.
Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.
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