Financial Analyst
4 days ago
Invesco is one of the world’s leading global investment managers, entrusted with managing $1.5 trillion* in assets on behalf of clients worldwide. We are the 6th largest US retail asset manager and the 13th largest investment manager globally, and our more than 8,000 employees worldwide are dedicated to delivering an investment experience that helps people get more out of life. We are purely focused on managing a comprehensive range of active, passive and alternative investment capabilities, which we draw on to provide customized solutions aligned to client needs, our most important benchmark. (*As of October 31, 2021)
**Job Purpose (Job Summary)**:
The Financial Analyst is responsible for handling Regulatory Service (RS) projects and daily tasks as well as supporting Fund Control on other production issues.
**Key Responsibilities / Duties**:
- Perform various reconciliations and tasks in a timely manner to validate and ensure accuracy of system-generated payments or fees
- Monitor and follow up on outstanding issues and document updates as necessary
- Provide testing support and assistance with IT/UAT on Fund Launch projects and outstanding issues
- Analyze current processes and provide solutions to either rectify gaps or improve effectiveness and efficiency
- Provide support to the team and work with other business units on collective initiatives, such as Sarbanes Oxley (SOX) audits, year-end fund audits, and any other Institutional-related inquires including manual calculations
- Update Policy and Procedures on the team’s various functions as needed to ensure current processes are documented appropriately
- Other duties/projects as assigned by the manager
**Work Experience / Knowledge**:
- Minimum 2-3 years of financial analysis experience, preferably in a financial services based organization
- Strong written and verbal communication skills
- Strong analytical and reconciliation skills
- Knowledge of MS SQL Server an asset
- Fluency in French an asset
**Skills / Other Personal Attributes Required**:
- Detailed-oriented and well-organized
- Strong analytical skills and problem solving abilities
- Excellent interpersonal and communication skills
- Ability to work under tight time lines, with occasional overtime
- Able to Multitask and support an environment that fosters cooperation, respect and diversity
- Team player with ability to work independently
**Formal Education**:(minimum requirement to perform job duties)
- Bachelor’s Degree in Accounting, Math or Finance is preferred
**Working Conditions**:
- Flexible - some overtime may be required
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.
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