drjobs Sr. Analyst - FPA, ETFs & Index Strategies

Sr. Analyst - FPA, ETFs & Index Strategies

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1 Vacancy
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Job Location drjobs

Atlanta, GA - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

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

About the Role:

The Sr Analyst - EISM (ETFs Indexed Strategies SMAs & Models) is responsible for financial planning forecasting reporting and analysis and maintaining and developing relationships with key ETF business partners and Finance & Corporate Strategy (FCS).

Responsibilities of the Role:

  • Support the development of the annual quarterly and monthly forecast for assigned departments including updating the departments forecast as necessary as well as identifying variances and recommending corrective action.

  • Conduct financial and strategic analysis to support significant business decisions (e.g. new product initiatives cost benefit analysis outsourcing). Make recommendations regarding alternative courses of action.

  • Issue monthly quarterly and ad hoc reports used by business partner management such as financials strategic initiative progress metric reporting sales/assets trends revenue yields etc.

  • Challenge and restructure existing processes to achieve synergies and efficiencies across the organization.

  • Serve as liaison between the business partners and FCS.

  • Manage a book of work for the Hyderabad FP&A team and ensure quality of deliverables.

  • Take lead and ownership of assigned strategic long-lead projects and drive to completion in partnership with key business of FCS stakeholders.

  • Prepare all materials related to the annual 15c process coordinating with Legal FCS Fund accounting and the FPA EISM team.

Requirements of the Role:

  • Bachelors degree in Accounting Finance or Math required.

  • Graduate degree in Finance a plus.

  • CPA or CFA a plus

  • 4 years of work experience with a concentration in management reporting and analysis.

  • High level proficiency in Microsoft Office with a focus on Excel Access and PowerPoint.

  • Proficiency in the use of business intelligence solutions and data base applications such as Oracle Smart View Essbase or Power BI.

  • Strong communication skills including verbal written and presentation.

  • Strong analytical and problem-solving skills.

  • Ability to work in a team environment across functions and geographic locations.

  • Proactive in identifying issues and developing solutions.

  • Commitment to accuracy and work excellence.

  • Quick learner hands-on and independently.

  • Self-starter - excellent time management and organizational skills.

  • Multi-task oriented in a flexible and high-pressure environment.

  • Interest in ETFs & asset management.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

Pursuant to Invescos Workplace Policy employees are expected to comply with the firms most current workplace model which as of October 1 2025 includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships collaborate more easily and support each others growth and development.

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:

Senior IC

Employment Type

Full-Time

Company Industry

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