Senior Analyst , Client Reporting

Invesco
Hyderabad
Workplace: HybridFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 4-6 yearsEducation: bachelorsSkills: ["Analytical","Problem-solving","Attention to detail","Organization","Stakeholder management"]

Review and validate client reporting deliverables for accuracy, completeness, consistency, formatting, and adherence to timelines. Perform quality checks on report data, calculations, holdings, performance, commentary, disclosures, and client-specific requirements. Support issue identification, exception management, RCA, and preventive actions by partnering with teams across production, data management, product, compliance, and regional stakeholders. Maintain process documentation, support testing for upgrades and regulatory changes, and drive control improvements and automation.

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FursaFursa
Invesco
Invesco
16 hours ago

Senior Analyst , Client Reporting

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Review and validate client reporting deliverables for accuracy, completeness, consistency, formatting, and adherence to timelines. Perform quality checks on report data, calculations, holdings, performance, commentary, disclosures, and client-specific requirements. Support issue identification, exception management, RCA, and preventive actions by partnering with teams across production, data management, product, compliance, and regional stakeholders. Maintain process documentation, support testing for upgrades and regulatory changes, and drive control improvements and automation.
Location: Hyderabad
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Review client reporting deliverables to ensure accuracy, completeness, consistency, formatting quality, and adherence to agreed timelines.
  • •Validate report data, calculations, fund information, holdings, performance, commentary, disclosures, and client-specific requirements before release.
  • •Perform quality checks using internal procedures, review checklists, control standards, service levels, and KPIs.
  • •Coordinate with cross-functional teams to identify reporting issues, manage exceptions, support escalations, and help resolve root causes.
  • •Maintain process documentation (SOPs, checklists, trackers, issue/error logs) and support testing for upgrades, report enhancements, regulatory changes, and transitions.

Pay and Benefits

Perks:Annual LeaveLife InsuranceRetirementHealth InsuranceMaternity LeavePaternal LeaveAdoption LeaveChildcareStudy Support

Key Requirements

  • •4 to 6 years of experience in financial services, investment operations, client reporting, fund reporting, or a related reporting control environment.
  • •Strong knowledge of client reporting, fund reporting, factsheets, investment products, financial markets, and asset management operations.
  • •Good understanding of reporting platforms/workflow tools, data management systems, Microsoft Excel, PowerPoint, and reporting applications.
  • •Ability to maintain high-quality standards, apply effective controls, manage operational risks, and support root cause analysis.
  • •Bachelor’s or Master’s degree in Commerce, Finance, Accounting, Business Administration, International Business, or a related discipline (preferred).
Experience:4-6 yearsFinancial servicesInvestment operationsClient reportingFund reportingAsset management
Education:Bachelor's in Commerce, Finance, Accounting, Business Administration, International Business (or related)
Skills:AnalyticalProblem-solvingAttention to detailOrganizationStakeholder management
Tech Stack:Microsoft ExcelPowerPoint

Company Brief

Invesco
Global investment management firm offering mutual funds, ETFs, retirement solutions, and institutional asset management services. Serves individual investors, financial advisors, and institutions across public and alternative markets.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Atlanta, United States
Founded: 1935
WebsiteLinkedIn