FOO Analyst III, Solutions NA

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.

The Analyst position offers a unique opportunity to work directly with our Separately Managed Accounts (SMA) Custom Equity investment this role you will support the fronttoback investment lifecycle for bespoke equity portfolios partnering closely with Portfolio Managers Traders and Technology.
You will be responsible for leveraging business intelligence maintaining data integrity and optimizing operational workflows that support custom equity portfolio construction rebalancing and ongoing management. The Analyst plays a critical role in ensuring the accurate implementation of investment decisions across the trading and portfolio management platform. This role reports to the Front Office Operations (FOO) Manager.

Key Responsibilities:

Practice Execution

• Deliver highquality operational support across FOOs five core pillars with a focus on Custom Equity SMA portfolios and workflows.

Trade and Transaction Management

• Execute accurate and timely equity trade entry modeling and posttrade validation in coordination with Portfolio Managers and Trading.

• Support portfolio rebalances taxaware trading cash flows restrictions and corporate action processing.

Portfolio & Cash Monitoring

• Monitor equity positions cash balances and constraints across SMA accounts to ensure alignment with investment guidelines and client mandates.

• Identify and resolve breaks related to positions cash corporate actions and trade lifecycle events.

Strategic Communication & Partnership

• Partner closely with Portfolio Managers Equity Trading Technology and Client Services to resolve complex operational issues.

• Participate in automation and processimprovement efforts across the equity investment and trade lifecycle.

Global Reporting & Analysis

• Produce validate and analyze portfoliolevel accountlevel and tradelevel reporting used by Front Office teams and stakeholders.

• Support adhoc analytics related to portfolio construction performance drivers and operational efficiency.

Data Integrity & Reconciliation

• Investigate and resolve discrepancies at the transaction position and security master levels across internal systems.

• Ensure consistency of records between OMS custodians and downstream reporting platforms.

Business Intelligence & Visualization

• Design and maintain reports dashboards and data models that support the evolving needs of Custom Equity PMs and Traders.

The experience you bring:

A college degree in Finance or Economics is preferred

Solid understanding of various asset classes (Fixed-Income Equity)

Knowledge of investment business buy-side processes and investment products

Experience in front office applications is preferred (Aladdin CRD Bloomberg)

Aptitude for rapid adaptation to new systems/software

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The salary range for this position in New York New York is $95000 - $105000. The total compensation offered for this position includes salary and incentive pay and will vary based on skills experience and location.

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.