Head of Client Reporting, Americas
Atlanta, GA - USA
Job Summary
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.
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
Your Role
The Head of Client Reporting - Americas is a senior leadership role responsible for leading the strategy and delivery of client and product reporting across the region. This individual will drive innovation automation and data-driven reporting solutions while ensuring accuracy transparency and regulatory compliance.
Partnering closely with clients and key business stakeholders this leader will enhance the client experience support business growth and advance digital transformation initiatives. The ideal candidate combines deep investment management expertise with a strong track record of client engagement operational excellence and leadership.
The Responsibilities you bring:
Reporting Strategy & Delivery
Lead all client and product reporting activities across the Americas including factsheets regulatory reporting and customized client reporting solutions.
Develop and execute a forward-looking reporting strategy aligned with business objectives and client needs.
Ensure timely accurate and high-quality delivery of reporting products while maintaining strong governance and control standards.
Drive reporting innovation through automation digital solutions analytics and enhanced data capabilities.
Establish scalable operating models that improve efficiency and support future growth.
Client & Stakeholder Engagement
Build and maintain senior-level relationships with key clients consultants and distribution partners.
Serve as the executive point of contact for strategic reporting discussions escalations and client feedback.
Create structured client feedback and governance programs to continuously improve reporting products and services.
Partner closely with Distribution Product Client Service Operations and Technology teams to deliver solutions that address evolving client expectations.
Represent the reporting function in client-facing discussions industry forums and strategic planning initiatives.
Innovation & Transformation
Lead the modernization of reporting platforms and digital experiences.
Champion the adoption of advanced analytics data visualization and client insight capabilities.
Leverage technology to enhance automation scalability consistency and accessibility of reporting services.
Monitor market trends competitive offerings and regulatory developments to ensure reporting capabilities remain industry-leading.
The Experience you Bring:
Extensive leadership experience in client reporting product reporting investment operations or information management within asset management or financial services.
Proven success leading geographically dispersed teams in a global organization.
Strong understanding of investment products institutional and retail distribution models and regulatory reporting requirements.
Experience driving large-scale transformation initiatives automation programs and operational improvements.
Demonstrated ability to influence senior executives and build strong partnerships across business functions.
Track record of developing client-focused solutions that enhance service delivery and business outcomes.
Deep expertise in reporting platforms data management analytics and digital reporting solutions.
Strong understanding of investment operations and end-to-end reporting processes.
Exceptional leadership communication and stakeholder management skills.
Strategic thinker with the ability to translate vision into execution.
Strong risk and control mindset with experience operating in highly regulated environments.
Proven ability to lead through change and deliver results in complex organizations.
Bachelors degree required and Advanced degree such as an MBA Masters or equivalent preferred.
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:
Director
About Company
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