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Job Overview



Job Role

Finance Executive

Functional Area


Work preferred

Work from Office


Min Experience

5 Years

Max Experience

7 Years



Invesco is a leading global asset management firm with more than $1,416B* in assets under management. We provide our retail and institutional clients a diverse and comprehensive range of investment capabilities to help people get more out of life. Invesco is publicly traded on the New York Stock Exchange (IVZ) and has about 8,000 employees in over 25 countries. (*As of Aug 2022)

Job Purpose (Job Summary):

We are looking out for Senior Analyst to work as part of Front Office Operations (FOO) which is an integral part of Invesco’s Investment Specialized Services team. Front Office Operations is a global team supporting Global Fund Managers for business operations and are directly engaged with the portfolio management process. The Senior Analyst will work to building efficient front office processes and procedures as well as help support Fund Managers in resolving issues related to their Investments process so Fund Managers can focus on alpha generation.

FOO Team is built on five major investment practices and the Analyst would be responsible for supporting those.

  • Investment Platform Management - Management and continuous improvement of the investment team operating platform.
  • Portfolio Interactions – Monitoring and management of defined support components of the investment portfolio.
  • Trade Execution Support - Monitoring and management of defined support components of trading.
  • Client and Product Lifecycle – Management of client and product lifecycle activities pertaining to the investment team
  • Regulatory and Policy Implementation – Management and implementation of regulations and policies that relate directly to investments.

Key Responsibilities / Duties:

  • Execute front office operations responsibilities
  • Working knowledge of operations and end-to-end workflows across the asset classes
  • Ability to assist and stay abreast of all front office & middle office operational issues
  • Validate completeness and accuracy of data in various data/reports as allocated by front office/fund managers
  • Accurately process all the BAU requests and client instructions/requests within the established time frames
  • Sound knowledge of Separately Managed Accounts (SMA) business
  • Communicate with Investment Portfolio Management Teams, Global Trading Team, Technology and Investment Services Team
  • Retrieve, confirm, and upload data from various source/vendor systems
  • Identify stresses and create solutions for the various practices
  • Identify process improvements in technology solutions
  • Monitor and implement daily controls
  • Work independently and with all members
  • Implement operational policies and procedures and enhance them to mitigate financial and operational risk
  • Expect to work with stakeholders located in global offices in APAC, EMEA & NA

Formal Education:

A Bachelor’s or Master’s degree or an equivalent certificate in Finance, Accounting, Management and Mathematics

License/Registration/Certification: (minimum requirement to perform job duties)

  • None

Work Experience / Knowledge:

  • A minimum of 5 years’ experience in Investment banking/management industry is preferred
  • Experience using front office applications is preferred (Aladdin, CRD, Bloomberg, Vestmark, Advent)
  • Solid understanding of various asset classes (Equity, Fixed Income)
  • Knowledge of investment business, buy-side processes and investment products
  • Skilled in Microsoft Office applications
  • Experience and ability to write and create cohesive documentation

Skills / Other Personal Attributes Required:

  • Aptitude for rapid adaption to new systems/software
  • Strong written and oral communication skills and can interact well with all levels of management
  • Ensure the accuracy and timeliness of all information received and reported
  • Attention to detail and accuracy is necessary
  • Strong self-initiative to meet deliverables and follow through with tasks until completion
  • Demonstrate flexibility, enthusiasm and willingness to learn
  • Strong Analytical & Problem-Solving Skills
  • Create energy and positive thinking
  • Ability to co-operate and contribute to team environment

Working Conditions:

  • Normal office environment with little exposure to noise, dust and temperature
  • The ability to lift, carry or otherwise move objects of up to 30 pounds is also necessary
  • Normally works a prescribed schedule of hours, however hours may vary depending upon the project or assignment
  • Hours may include evenings and/or weekends and may have to work in shifts supporting various geographies based on project & business need

Competency Requirements – Invesco Core:

  • Please refer to IPMP manual for competence descriptions
  • We are passionate about our clients’ success
  • Working together, we achieve more
  • We believe in the continuous pursuit of performance excellence
  • We earn trust by acting with integrity
  • People are the foundation of our success