About Invesco

As one of the world’s 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 you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

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

Job Description

About the Role:

The Sr Analyst - EISM (ETFs, Indexed Strategies, SMAs & Models) is responsible for financial planning, forecasting, reporting and analysis and maintaining and developing relationships with key ETF business partners and Finance & Corporate Strategy (FCS).

Responsibilities of the Role:

• Support the development of the annual, quarterly, and monthly forecast for assigned departments, including updating the department’s forecast as necessary, as well as identifying variances and recommending corrective action.
• Conduct financial and strategic analysis to support significant business decisions (e.g. new product initiatives, cost benefit analysis, outsourcing). Make recommendations regarding alternative courses of action.
• Issue monthly, quarterly, and ad hoc reports used by business partner management, such as financials, strategic initiative progress, metric reporting, sales/assets trends, revenue yields, etc.
• Challenge and restructure existing processes to achieve synergies and efficiencies across the organization.
• Serve as liaison between the business partners and FCS.
• Manage a book of work for the Hyderabad FP&A team and ensure quality of deliverables.
• Take lead and ownership of assigned strategic long-lead projects and drive to completion in partnership with key business of FCS stakeholders.
• Prepare all materials related to the annual 15c process coordinating with Legal, FCS, Fund accounting and the FPA EISM team.

Requirements of the Role:

• Bachelor’s degree in Accounting, Finance, or Math required.
• Graduate degree in Finance a plus.
• CPA or CFA a plus
• 4+ years of work experience, with a concentration in management reporting and analysis.
• High level proficiency in Microsoft Office with a focus on Excel, Access, and PowerPoint.
• Proficiency in the use of business intelligence solutions and data base applications, such as Oracle Smart View, Essbase or Power BI.
• Strong communication skills including verbal, written, and presentation.
• Strong analytical and problem-solving skills.
• Ability to work in a team environment across functions and geographic locations.
• Proactive in identifying issues and developing solutions.
• Commitment to accuracy and work excellence.
• Quick learner, hands-on and independently.
• Self-starter - excellent time management and organizational skills.
• Multi-task oriented in a flexible and high-pressure environment.
• Interest in ETFs & asset management.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s 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 other’s 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.

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.