Logo of Huzzle

Home

Matches

Explore

Manage

Client Reporting Administrator

image

Invesco Ltd.

3mo ago

  • Job
    Full-time
    Entry & Junior Level
  • Business, Operations & Strategy
    Banking & Finance
  • Hyderabad, +1
  • Quick Apply

AI generated summary

  • You need an MBA or finance qualification, 0-2 years in financial services, knowledge of asset classes, strong interpersonal skills, attention to detail, MS Excel proficiency, and adaptability.
  • You will prepare client reports, manage queries, support transitions, ensure compliance, maintain documentation, test data for projects, assist in system testing, and keep the manager informed.

Requirements

  • MBA Or any professional qualification with finance as the major
  • 0-2 years of previous experience in the financial services industry, with exposure to investment operations
  • Knowledge of financial industry fundamentals and asset classes, mutual fund framework, investment life cycle, and market participants
  • Effective Team Player
  • Good interpersonal skills
  • Attention to detail, extremely accurate, and well organized.
  • Flexibility, adaptability, and coordination/ Collaboration
  • Basic knowledge of MS Suite, especially MS Excel
  • Able to work independently and drive initiatives individually whenever required.

Responsibilities

  • Responsible for preparing client reports based on defined frequency (daily, weekly, monthly, quarterly, etc.) by sourcing the reporting information from various applications and/or teams to distribute accurate client reports within prescribed deadlines.
  • Support in handling client queries appropriately and promptly, besides handling basic queries
  • To be able to work under direct supervision and assist in transitioning work from local offices.
  • Strictly adhere to policies & procedures while producing reports and due diligence in completing with the highest standards and accuracy
  • Assist in preparing and maintaining accurate and complete process documentation.
  • Work on data testing of various items for new and current GCCP projects. Also, assist project managers with issues about items tested.
  • Assist local offices with systems testing (i.e., DeskNet regression testing) or heavy production periods.
  • Ensure the Team Lead/ Manager is made aware of any item that is deemed to be aware of

FAQs

What is the role of a Client Reporting Administrator at Invesco?

The Client Reporting Administrator is responsible for preparing client reports, handling client queries, ensuring adherence to policies and procedures, maintaining process documentation, and assisting with data testing for ongoing projects.

What qualifications are required for this position?

A minimum of an MBA or any professional qualification with finance as the major is required.

How much prior experience is needed for this role?

0-2 years of previous experience in the financial services industry is preferred, with exposure to investment operations.

Is there any specific knowledge required for this position?

Yes, candidates should have knowledge of financial industry fundamentals, asset classes, mutual fund frameworks, investment life cycles, and market participants.

What type of skills and attributes are important for a Client Reporting Administrator?

Important skills include effective teamwork, good interpersonal skills, attention to detail, organization, flexibility, adaptability, collaboration, basic knowledge of MS Suite (especially MS Excel), and the ability to work independently.

Are there any certifications required for this role?

No, there are no specific licenses, registrations, or certifications required to perform the job duties.

What are the working conditions for this position?

The Client Reporting Administrator normally works a regular schedule, but hours may vary depending on the process, project, or assignment.

Does Invesco provide opportunities for career development?

Yes, Invesco offers career development programs, mentoring programs, and an AI-enabled learning platform for continuous growth and skills advancement.

What benefits does Invesco offer?

Invesco offers competitive compensation, flexible hybrid work, 30 days' annual leave plus public holidays, life insurance, medical insurance for employees and families, maternity and paternal leave, childcare facilities, and several employee assistance programs.

How does Invesco support diversity and inclusion?

Invesco is committed to creating a diverse, inclusive, and supportive workplace where everyone feels valued, and this commitment is reflected in the goals set by senior leaders and the various employee-led Business Resource Groups (BRGs).

Where can I apply for the Client Reporting Administrator role?

You can apply for the role through the Invesco Careers website at https://careers.invesco.com/india/.

image

Invesco Ltd.

Finance
Industry
5001-10,000
Employees
1935
Founded Year

Mission & Purpose

Invesco is an independent global investment management firm dedicated to delivering an investment experience that helps people get more out of life. Great ideas transcend borders at Invesco. With 8,000+ employees worldwide and an on-the-ground presence in 25 countries, we’re driven by a pure focus on investment, broad diversity of thought across our organization, and a passion to exceed. If you're looking for challenging work, smart colleagues, and a global employer with a high-performance culture, we invite you to explore your potential at Invesco.