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Job Description
Your Team
The Global Business Services (GBS) - Assets Under Management (AUM) Team is responsible for managing overall corporate AUM Reporting functions and obligations at Invesco. AUM is the total assets managed by the firm globally. The GBS Team works closely with other teams in Finance to compile necessary information and perform AUM Reporting. Reporting for AUM feeds directly into the monthly Invesco press release regarding the status of the Assets being managed by the company at the end of each month end close period.
Your Role
You will support external and internal management reporting of assets under management, including daily and monthly AUM reporting and related analyses.
You Will Be Responsible For:
- Collaborating with team members to identify, implement, and document process improvement/value-added opportunities with the goals of increasing efficiency and decreasing risk.
- Facilitating AUM process reporting and loading of the monthly data sets by working with onshore and offshore teams with a focus on the IT side of the month end close process.
- Assisting with implementation of finance technology solutions and acting as liaison with technology teams for GBS AUM team to assist with system upgrades and replacements leading to changes in the workflows.
- Training others in GBS AUM department on data, systems, and processes when a change or new system has been implemented.
- Acting as administrator for AUM process workflows (e.g. Alteryx, Excel formula mappings, etc.).
- Assisting with special projects and company initiatives (e.g. technology implementations, etc.).
- Coordinating with members of other Finance groups (e.g. Hyderabad Revenue, Hyderabad AUM, EMEA Revenue, APAC Revenue, etc.), including personnel located at Invesco offices globally.
The Experience You Bring:
- Bachelor’s Degree in Accounting, Finance, or Computer Science.
- 2 to 4+ years of professional experience. Large public accounting firm or large corporation experience strongly preferred.
- Technology/systems savvy with experience in Excel, data visualization (e.g. Power BI or Tableau), ETL/data wrangling tools (e.g. Alteryx), Oracle, Hyperion, etc.
- Strong desire to leverage existing core skillset to contribute to the GBS department.
- Strong communication (verbal and written), with appropriate professional judgement.
- Ability to thrive in a team-oriented environment.
- Proven project management skills and comfortable supporting multiple concurrent projects.
- Must demonstrate strong analytical skills and be proficient in reviewing financial data.
- High degree of adaptability to change is required.
- Experience with Oracle Financials is a plus.
Full Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
Yes
Workplace 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.
What’s 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
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.
Invesco's 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.
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