Manager, Institutional Client Analytics
Manager, Institutional Client Analytics
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$ 120000 - 150000
1 Vacancy
Job Description
About Invesco
As one of the worlds 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 youre looking for challenging work intelligent colleagues and exposure across a global footprint come explore your potential at Invesco.
Whats in it for you
Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:
Flexible paid time off
Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan
Job Description
The Department:
Client Intelligence team is responsible for increasing data driven decision making at Invesco. The group works mostly with the Americas & EMEA Distribution and Marketing teams to help achieve our play to win goals through a better understanding of our clients. It works like a small startup within the organization with a clear focus on improving effectiveness and efficiency through end-to-end management of data analytics visualization and in-field implementation.
Your Role:
The Manager Institutional Client Analytics will deliver data-driven insights to support the growth of Invescos North America Institutional (NAI) business which includes clients such as Pensions Endowments Foundations and Investment Consultants. This role sits within the Client Intelligence organization supporting both retail and institutional businesses across the Americas and EMEA and reports to the Head of Client Analytics based in New York.
You will partner closely with NAI Distribution and Marketing teams to deliver timely analytics support strategic initiatives and enhance sales effectiveness. This includes developing dashboards analyzing client engagement coordinating with Finance on flows and revenue and translating business needs into actionable insights.
You Will Be Responsible For:
Ensure accurate and timely data reporting and analytics for distribution partners and internal stakeholders
Cultivate relationship with NAI distribution partners using client analytics industry best practices and home office insights to drive strategic goals
Support the analytics roadmap and promote the effective use of data and insights to build actionable growth solutions for NAI teams
Coordinate with Finance/FP&A around NAI flows and revenue reporting and forecasting
Employ data and analytics to define monitor and measure our client segmentation & engagement strategies product targeting campaigns and strategy execution
Partner with the NAI Distribution and NAI marketing teams to design and manage dashboards and tools to help business stakeholders access information uncover insights and execute on sales strategies
Build and develop relationships with NAI Distribution team leaders sales consultants consultant relations and product specialists to influence the use of data and analysis in their decision making
Develop manage and own various projects including problem definition solution design and implementation
Analyze data and trends using Business Intelligence tools (i.e. Tableau PowerBI Alteryx Excel) to help define and solve business problems
The Experience You Bring:
5 years of experience developing actionable insights and applying data analytics in a sales consulting setting in the asset management industry
Experience with institutional client databases such as MMD eVestment Preqin 13F is strongly preferred
Experience working with Institutional sales leaders field sales and consultants and translating their business needs into technical requirements and solutions
Thought leadership for client type segments such as professional buyer
Experience with financial transactions data or the Asset Management industry
A unique combination of data analytics and sales enablement is highly desirable and ability to incorporate stakeholder feedback and align on technical requirements
The successful candidate will demonstrate high personal initiate the ability to work independently and be a strong team player
Stakeholder service focused with ability to think strategically and develop innovative ways to optimize analysis presentations and go-to-market approaches
Demonstrated technical competence:
Strong understanding of data analysis and database queries (SQL Snowflake AWS)
Proficiency in Microsoft Office (Excel) and exceptional storyboarding skills using MS PowerPoint
Master of using multiple data sources and data workflow to solve business questions
Experience in designing and implementing Business Intelligence tools (Tableau PowerBI etc)
Experience in creating and using Salesforce reporting tools
Solid knowledge on Asset management industry and good understanding of Institutional distribution channels and clients of the industry
Strong project management and organizational skills with attention to detail
Superior relationship building communication and ability to influence skill
Capable of not only knowing the how but also telling the so what
Intellectual curiosity with excellent problem-solving and quantitative skills including the ability to define issues identify root causes and recommend solutions
Ability to effectively balance implementation of highly technical models in a sales environment
Ability to work in agile test & learn and iterative environment
Effective communication and presentation skills especially in small group settings
Undergraduate or advanced degree in a quantitative or Finance discipline (such as Statistics Mathematics Business Analytics) with focus on data analytics techniques
Strong academic qualifications including advanced understanding/coursework in database management and Data Science
The salary range for this position in New York City is $120000 to $150000/ year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills experience and location.
Full Time / Part Time
Full timeWorker Type
EmployeeJob Exempt (Yes / No)
YesWorkplace 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.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
Invescos culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race creed color religion sex gender gender identity sexual orientation marital status national origin citizenship status disability age or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.
Required Experience:
Manager
Employment Type
Full-Time
