Performance Analyst II

Hyderabad, Telangana1-3 years

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.

Job Description

Who we are

With over $2.00 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. If you're looking for challenging work, thoughtful colleagues, and a global employer with social values, 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 Team Leader, the analyst as a key member will support data acquisition, transfer, and consolidation and in addition, is responsible for data quality and integrity of the data systems. This position requires advanced computer skills, attention to detail, a positive professional attitude, and the ability to work in a team environment. This role requires the candidate to work a night shift starting 4.30 pm - 1.30 am.

The Experience You Bring

Demonstrated expertise in the Asset Management industry, with a strong understanding of investment products and portfolio management processes.
Solid knowledge of global markets, including market trends, benchmarks, and risk-return dynamics.
Skilled in performance measurement and calculations, ensuring accurate evaluation of portfolio returns against benchmarks.
Working knowledge of performance attribution methodologies to analyze sources of return and risk.
Proficient in reporting and data interpretation, delivering clear and actionable insights for stakeholders.

Work Experience / Knowledge

1–3 years of experience in Finance, Investment Banking, or Management industries.
Demonstrate in-depth knowledge of performance measurement and stay current with regulatory and industry standards.
Prepare, interpret, and investigate discrepancies in attribution and contribution reports used for performance analysis.
Assist in constructing and maintaining composites in accordance with Global Investment Performance Standards (GIPS) for assigned portfolios and strategies.
Ensure performance data is presented accurately and comprehensively across senior management reports, third-party databases, sales materials, and regulatory filings.
Proficient in reporting tools such as Power BI and Tableau, with working knowledge of R, Python, and SQL.

Skills & Attributes

A friendly professional demeanour and ability to excel in a team-oriented environment.
Self-driven and shows strong self-initiative to meet deliverables and overcome issues.
Critical Thinking - ability to look at data and trends and come to new conclusions based on findings.
Attention to detail – ensure vigilance in the analysis and arrive at right conclusions.
Excellent organizational skills, the ability to work under pressure and attention to detail and accuracy a necessity.
Strong proficiency with Microsoft Office suite especially Excel; Intermediate VB knowledge preferred.

Academic requirements

Bachelor’s degree in Business, Finance, Accounting, or a related field.
MBA preferred.

Why Invesco

In Invesco, we 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 support and inspire each other to ensure our significant growth, both personally and professionally.

We trust in diverse, inclusive, and accommodative 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 support 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

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/

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / 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: