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.

Your Team

Investment Performance is an independent function dedicated to delivering comprehensive and detailed insights that help Invesco and its clients better understand investment performance. We accomplish our mission through the following strategic pillars:

• Investment Support: Deliver high-quality, timely, and consistent analysis to Investment and Risk teams across all regions and products, enabling performance evaluation and optimization.
• Business Enablement: Provide strategic support to teams driving growth and expansion across Invesco’s global distribution channels.
• Scalable Capability: Enhance operational efficiency by streamlining processes and upgrading technology and infrastructure across regions and functions.
• Talent & Culture: Foster a collaborative environment that supports personal growth, career development, and cross-functional teamwork.

Your Role

• Under the direct supervision of the manager, the incumbent will provide professional support to partners and investment managers through the timely and accurate delivery of performance and analytics.
• Manage calculation and analysis of complex reporting situations using experience and performance reporting query tools.
• Coordinates and leads complex resolutions of issues or questions with internal operational teams, performance vendors, advisors, performance analysts and management as appropriate.
• Responsible for the completion of any specific report, resolution of any issues that arise during the normal quality assurance checks, and communication of this information to all interested parties.
• Following the performance/performance expectations and understanding the drivers of performance.
• Responsible to help define system enhancement and perform required user acceptance testing.
• Actively participates and leads performance reporting initiatives, operational improvements, system releases and enhancements.
• Manage sensitive and complex relationships and frequently interact with business partners. Manages and coordinates delivery of investment performance measurements, support and resolution of performance questions and issues.
• Manages and identifies procedural or operational inefficiencies, recommends and coordinates process improvement solutions. Actively participates in or leads special and strategic projects.

The Experience You Bring

• A minimum of 5 years’ experience in Investment Management industry is preferred.
• Profound understanding and proven experience in handing global Investment products and an applied knowledge on suitable applications.
• Deep understanding of the strategies and products.
• Prepare Performance, Attribution and Analytics report; analyze and provide summary/commentary to Fund Managers.
• Collaborate with our business partners to understand the requirements of the Portfolio Managers, Client Reporting, Marketing and Sales team and implement those changes in the workflow to help them carry out their daily activities seamlessly.
• Create Weekly and Monthly Market Review, Strategy and Board meeting reports for Portfolio Managers and Sr Management.
• Calculation and interpretation of MPT Statistics.
• Financial industry experience, ideally in the Asset Management industry with experience of analyzing portfolio risks and understanding of risk models/methodologies.
• Knowledge of SQL, R and Python is desirable along with experience in statistical software.
• Ability to use reporting tools such as Power BI/Tableau.

Academic requirements

• A qualified candidate will possess a bachelor’s or master’s degree or an equivalent certificate with a concentration in Accounting, Finance, Management, and Mathematics.

CFA Level 1 (Cleared) would be an added advantage.

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/