As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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 you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

Your Role

• Key responsibilities include business unit financial planning, developing, and managing processes to enhance forecasting, analysis, and decision support efficiencies, and building and maintaining metric-driven financial models to evaluate profitability, cost management, and productivity improvements.
• Additionally, the Manager will oversee preparing and presenting financial performance reports to senior management and collaborate closely with various departments to ensure accurate financial planning and analysis.

You Will Be Responsible For:

• Develop, direct, and maintain effective and efficient financial reporting, planning, budgeting, and forecasting processes for business units and firm capital invested into underlying funds
• Coordinate with Client Delivery & Investments FP&A teams and Accounting on actual results, budgets, and forecasting activities
• Establish and maintain trusted relationships with business unit leaders, portfolio managers, fund operations and internal corporate leaders
• Perform business level monthly reporting and analysis, headcount/resource planning, and compensation calculations
• Develop a comprehensive understanding of the firm's Private Markets products and capabilities, and effectively communicate complex topics in a clear and concise manner
• Long-range modeling of underlying business units, and ability to communicate business unit and product specific economic expectations and profitability
• Working with, and validating/cross-checking, datasets outside of standard corporate systems, and using this data to perform ad-hoc analysis for both business unit leaders and corporate leadership teams
• Oversee and participate in cross-functional projects with teams across the organization, including product management, IT, legal, finance, fund accounting, corporate accounting and other departments.
• Create and maintain new product/fund economic models, inclusive of base case and scenario modeling, building a deep understanding of fund operations and how the portfolio management/fund activities drive economics to the firm
• Special project support including business unit acquisitions, divestitures, and new capability assessment and planning.
• Various ad-hoc requests as required

The Experience You Bring:

• BS in Finance, Accounting, Business Administration, or a related field
• MBA or CPA preferred
• 6 to 8 + years of experience in financial analysis, scenario planning, forecasting, decision modeling, and understanding business profitability.
• Prior experience in investment management or financial services is preferred
• Knowledge of Oracle and/or Hyperion planning is a plus.
• High level of proficiency in Microsoft Office with a focus on Excel, PowerPoint, and Word

Skills/Other Personal Attributes Required:

• Strong analytical skills and ability to interpret large data sets and complex problems facing a multi-billion-dollar global business
• Extreme attention to detail, high-level of urgency, and willingness to perform activities both below and above normal activities as designated by title
• Self-motivated, and ability to self-teach technical concepts with limited guidance
• Ability to meet deadlines and manage multiple tasks and projects, with willingness to reprioritize workflow as business needs shift
• Strong verbal and written presentation skills
• Ability to work in a team environment across functions and geographic locations

Full Time / Part Time

Worker Type

Job Exempt (Yes / No)

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.

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.