Senior Performance Analyst

Invesco

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profile Job Location:

Houston, MS - USA

profile Monthly Salary: Not Disclosed
Posted on: 2 days ago
Vacancies: 1 Vacancy

Job Summary

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 Senior Performance Analyst is part of the Global Portfolio Analytics team and is responsible for overseeing the calculation analysis and reporting of investment performance across all asset classes and strategies within Invescos global framework. This role ensures accuracy compliance with industry standards delivery of actionable insights to internal stakeholders and manages relationships with both internal teams and external service providers. The Senior Analyst will possess deep expertise in performance measurement GIPS compliance and risk-adjusted return metrics supported by strong analytical and communication skills. The Senior Analyst is responsible for ensuring timely and accurate delivery of results by effectively managing deadlines aligning with client expectations and leading staff to uphold best practices across the department.

Responsibilities of the Role:

  • Assist leading a global team of performance analysts and oversee outsourced/offshored service providers to ensure timely and accurate performance reporting.
  • Establish clear SLAs KPIs and governance frameworks for third-party vendors and outsource/offshore teams.
  • Drive process improvements and automation initiatives to enhance scalability and reduce operational risk.
  • Effectively lead and develop team members by fostering collaboration accountability and professional growth.
  • Collaborate across regions and time zones to ensure seamless communication and alignment in a global operating environment.
  • Supervise daily monthly and quarterly performance calculations for portfolios composites and benchmarks.
  • Ensure robust analysis/interpretations of results across equity fixed income and multi-asset strategies.
  • Maintain adherence to Global Investment Performance Standards (GIPS) and regulatory requirements.
  • Implement strong controls and audit trails across internal and outsourced processes for data integrity.
  • Deliver high-quality performance reports and dashboards to internal and external stakeholders.
  • Provide interpretation of performance drivers and risk-adjusted returns.
  • Act as the primary liaison between internal teams and outsourced/offshored providers ensuring alignment and accountability.
  • Collaborate with portfolio managers risk teams and client reporting functions globally.
  • Respond to client inquiries and support RFPs with accurate performance data and commentary.

Requirements of the Role:

  • Degree in Finance Economics Accounting Mathematics or related field.
  • CFA or CIPM designation or progress toward certification preferred.
  • Minimum 5 years of experience in performance measurement with at least 3 years in a leadership role.
  • Strong knowledge of GIPS standards and regulatory frameworks.
  • Experience managing outsourced and offshored teams including vendor governance and SLA management.
  • Proficiency in performance systems (e.g. Eagle Factset Aladdin).
  • Excellent analytical problem-solving and communication abilities.
  • Ability to manage global stakeholders and operate in a fast-paced environment.
  • Experience with attribution methodologies (Brinson fixed income attribution multi-currency) a plus.
  • Strong technology skills including the knowledge of investment analytics/attribution applications as well as expertise in Microsoft applications including Excel Access Power BI and VBA is preferred. Programming skills are also a plus.
  • Proven ability to collaborate effectively within a team-oriented environment.
  • Strong project management and leadership capabilities to drive initiatives to completion.
  • Skilled in conducting complex analyses and translating data into clear actionable insights.
  • Exceptional analytical aptitude with meticulous attention to detail.
  • Outstanding interpersonal skills to build relationships and communicate across diverse teams departments and geographies.
  • Adaptable and open-minded thriving in fast-paced dynamic global environments.
  • Demonstrated ability to manage multiple priorities meet deadlines and maintain focus on critical details under pressure

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

About InvescoAs 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 ...
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Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. We have specialized investment teams managing investments across a comprehensive range of asset classes, investment styles and geographies, ... View more

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