Manager, Business Initiatives and Data Management

Invesco Ltd. • Atlanta, GA

4d • Hybrid

About The Position

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.

Requirements

• 5+ years financial services industry experience with increasing levels of responsibility.
• Proven experience building and maintain collaborative working relationship with internal business partners to understand their needs.
• Broad understanding of investment operations, thorough knowledge of institutional funds and clients, regulatory issues, systems and support procedures and controls.
• An INITIATIVE-TAKER who is able to quickly establish credibility, build relationships and lead efforts
• Excellent verbal and written communication skills.
• Emotional intelligence and ability to properly influence others through discussion, collaboration and facts.
• Ability to conduct complex analysis, draw conclusions and present data in a meaningful way.
• Microsoft PowerBI and Power Query experience necessary.
• Strong PowerPoint and Project Management presentation experience
• Strong organizational skills and meticulous and passion for excellence.
• Open minded, flexible, and willing to listen to other people’s opinions.
• Comfortable operating in the details and employing measurement through metrics.

Nice To Haves

• Financial services experience in fund or investment operations preferred
• Microsoft Copilot experience a plus
• Project management certifications a plus

Responsibilities

• Initiate, execute, keep and refine ITC’s business intelligence program, consisting of a self-service reporting model via PowerBI, including complex reporting using Power Query, providing end-users with easy access to clients and fund level reporting and data.
• Transform raw data into dynamic, interactive Power BI dashboards using advanced DAX and Power Query. Design, optimize, and maintain data models, tables, and secure data sharing within Snowflake for enterprise reporting.
• Partner with ITC technical resources for planning, prioritization and execution of projects, application enhancements and other technology related initiatives
• Implement and manage client experience enhancements related to client account portals.
• Serve as the data and internal reporting owner for ITC and point of contact for internal parties, to refine ITC’s visibility across the firm.
• Serve as the subject matter expert on ITC data, provide training and access to internal business partners to data, data-related tools and applications.
• Facilitate technical conversations between internal and external vendors, manage project scope, resourcing, and requirements.
• Mediate between ITC and technology departments, translating project requirements and aiding in creating sprints, epics, and stories in Confluence.
• Serve as key point of contact for content management of non-structured data for ITC.
• Support various teams in metric development, capture and visualization using technology.
• In partnership with the head of ITC, develop and lead strategic business initiatives including current state analysis, future state recommendations, key stakeholder socialization, project plan development and execution and process documentation.
• Analyze current workflows, recommend and develop enhanced workflow processes using technology, including AI tools such as Microsoft Copilot.
• Analyze current technologies and refine usage to enhance client experience, provide efficiencies and capture meaningful metrics to support business management.
• Write and refine advanced AI prompts and LLM workflows to generate automated narrative summaries, auto-document DAX queries, and streamline ad-hoc stakeholder data requests.
• Represent team in firm-wide initiatives, as needed.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Manager