As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!
Job Description
Key Responsibilities / Duties:
- Analyze client requests, understand the criteria specified, build screening filters, and take prompt action based on the client’s ESG Screening requirements.
- Liaise with internal teams like client services and/ or Global ESG teams to provide accurate information to the client.
- Responsible for preparing & reviewing reports based on defined frequency (daily, weekly, monthly, quarterly etc.) by sourcing the reporting information from various applications and/ or teams to distribute accurate client reports within prescribed deadlines.
- Able to handle all client queries and assist team lead in process escalations
- To be able to work under direct supervision and transition of work from local offices
- Strictly adhere to policies & procedures while producing reports and due diligence in completing with highest standards and accuracy
- Provides training/ guidance to new members in the team and assist the Lead in executing the Development Plans of the new members; may perform some tasks of the Lead, when required
- Prepare and maintain accurate & complete process documentation covering process risks
- Analyze the current process flow, requirements and areas of improvement, propose ideas that results in time or cost savings, be a change champion
- Effectively articulate business requirements in concise and efficient manner with multiple teams. Use the "why" techniques to identify the root cause and control measures
- Support all aspects of maintenance and improvement of the Reporting processes, including opportunities to build efficiency and enhanced control measures
- Ensure Team Lead/ Manager is made aware of any item which is deemed to be aware of
Formal Education:
MBA Or any professional qualification with finance as the major
Work Experience / Knowledge:
- 0-1 yrs. of previous experience in financial services industry, with exposure to investment operations
- knowledge of financial industry fundamentals and asset classes, mutual fund framework, investment life cycle and market participants.
- knowledge of a generic trade life cycle, complex and derived products of the industry
- Experience of working with ESG research providers or having hands-on experience on ESG research platforms (specifically Sustainalytics) will be an advantage.
- Product and industry knowledge of ESG concepts, responsible investment and SFDR regulations.
Skills / Other Personal Attributes Required:
- Effective Team Player
- Excellent interpersonal skills
- Attention for detail, extremely accurate and well organized
- Flexibility, adaptability and coordination/ Collaboration
- Basic knowledge of MS Suite, proficiency MS Excel
- Problem solving and decision making
- Work towards developing new and identified working relationships
- Able to work independently and drive initiatives individually whenever required
Full Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
NoWorkplace 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:
- 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/
Top Skills
What We Do
Invesco is an independent investment management firm delivering an investment experience designed to help people get more out of life.
