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Client Reporting/Product Reporting/Fund Performance/Asset Management

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Client Reporting/Product Reporting/Fund Performance/Asset Management

Invesco

Client Reporting/Product Reporting/Fund Performance/Asset Management

Skills

Process ImprovementCompliance

18 days ago

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Important information


Contract type:

Permanent

Salary:

₹600,000 – ₹1,000,000 / year

Location:

Hyderabad, Telangana, India

Work mode:

Onsite

Published on:

6 October 2026

What they need


Hiring Alert!!

Greetings from Invesco!

We are hiring for the below opportunity:

Role: Client Reporting

Experience: 3-6 Years

Location: Hyderabad

Notice Period: Immediate - 30 Days

Interview Mode: In-Person on 14th Oct 2026 (Once the profile is shortlisted)

Job Description

Key Responsibilities

  • Review client reporting deliverables to ensure accuracy, completeness, consistency, formatting quality, and adherence to agreed timelines.
  • Validate report data, calculations, fund information, holdings, performance, commentary, disclosures, and client-specific requirements before release.
  • Perform quality checks in line with internal procedures, review checklists, control standards, service levels, and applicable KPIs.
  • Support issue identification, exception management, escalation, and timely resolution by coordinating with Production, Sourcing, Data Management, Product, Marketing, Technology, Compliance, and regional teams.
  • Investigate reporting issues, support root cause analysis, and recommend practical corrective and preventive actions to reduce recurrence.
  • Maintain accurate process documentation, SOPs, review checklists, trackers, issue logs, error logs, and management information records.
  • Support testing activities for system upgrades, report enhancements, regulatory changes, new product launches, transitions, and process changes.
  • Identify process gaps, control improvements, automation opportunities, and standardization initiatives to improve quality, efficiency, and scalability.
  • Provide guidance, training, and knowledge-sharing support to new and existing team members while promoting collaboration and continuous improvement.

Key Proficiencies

  • Strong knowledge of client reporting, fund reporting, factsheets, investment products, financial markets, and asset management operations.
  • Good understanding of reporting platforms, workflow tools, data management systems, Microsoft Excel, PowerPoint, and reporting applications.
  • Ability to maintain high-quality standards, apply effective controls, manage operational risks, and support root cause analysis.
  • Strong analytical, problem-solving, and decision-making skills with the ability to manage assigned work independently with minimal supervision.
  • Excellent attention to detail, organization, accuracy, and discipline in reporting review and documentation activities.
  • Strong written and verbal communication skills with the ability to explain review observations and reporting issues clearly.
  • Effective stakeholder management, collaboration, and relationship-building skills across global teams and business functions.
  • Flexible and adaptable to changing priorities, reporting cycles, stakeholder needs, and peak business periods.
  • Ability to support process improvements, control enhancements, knowledge sharing, and team development activities.

The Experience You Bring

  • Approximately 3 to 6 years of experience in financial services, investment operations, client reporting, fund reporting, or a related reporting control environment.
  • Understanding of asset management industry fundamentals, investment products, mutual funds, performance concepts, and reporting methodologies is preferred.
  • Experience reviewing client reports, factsheets, marketing collateral, management information, or periodic reporting deliverables is beneficial.
  • Experience supporting RCA, exception management, process documentation, testing, stakeholder communication, and continuous improvement activities is preferred.

Academic Requirements

  • MBA or any professional qualification with Finance as the major

If interested kindly share the resume

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