Sr Client Reporting Analyst

Invesco
Hyderabad
Workplace: HybridFull timeFunction: Data Analytics & Business IntelligenceExperience: 4-6 yearsEducation: mastersSkills: ["Analytical skills","Problem-solving","Decision-making","Attention to detail","Stakeholder management"]

Review and validate client reporting deliverables to ensure accuracy, completeness, consistency, formatting, and on-time release. Verify data, calculations, fund/holdings/performance details, commentary, disclosures, and client-specific requirements, while performing quality checks against controls and KPIs. Triage reporting issues, support RCA and corrective actions, maintain process documentation, and help test and improve reporting processes, tools, and controls.

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FursaFursa
Invesco
Invesco
2 days ago

Sr Client Reporting Analyst

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Review and validate client reporting deliverables to ensure accuracy, completeness, consistency, formatting, and on-time release. Verify data, calculations, fund/holdings/performance details, commentary, disclosures, and client-specific requirements, while performing quality checks against controls and KPIs. Triage reporting issues, support RCA and corrective actions, maintain process documentation, and help test and improve reporting processes, tools, and controls.
Location: Hyderabad
Workplace: Hybrid
Employment Type: Full time
Job Function: Data Analytics & Business Intelligence
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 applicable KPIs.
  • •Identify and resolve reporting issues through exception management and escalation, coordinating with Production, Sourcing, Data Management, Product, Marketing, Technology, Compliance, and regional teams.
  • •Investigate reporting issues, support root cause analysis, maintain process documentation and trackers, and contribute to testing and continuous improvement.

Pay and Benefits

Perks:Hybrid WorkAnnual LeaveLife InsuranceRetirementHealth InsuranceStudy Support

Key Requirements

  • •Approximately 4 to 6 years of experience in financial services, investment operations, client reporting, fund reporting, or related reporting control environments.
  • •Strong knowledge of client reporting, fund reporting, factsheets, investment products, financial markets, and asset management operations.
  • •Ability to review reports and validate data, calculations, holdings, performance, commentary, disclosures, and client-specific requirements.
  • •Proficiency with reporting platforms/workflow tools and strong working knowledge of Microsoft Excel and PowerPoint.
  • •MBA or a professional qualification with Finance as the major.
Experience:4-6 yearsFinancial servicesInvestment operationsClient reportingFund reportingAsset management
Education:Master's in Finance
Skills:Analytical skillsProblem-solvingDecision-makingAttention to detailStakeholder 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