Team Lead Client Reporting

Year    Hyderabad, Telangana, India

Job Description


As one of the worlds 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!

Key Responsibilities / Duties:
Team Management
Team Supervision

  • Allocate tasks and monitor daily workload distribution.
  • Ensure team members adhere to reporting procedures and quality standards.
  • Provide coaching, training, and support to junior staff.
Performance Monitoring
  • Track team KPIs such as report accuracy, timeliness, and client satisfaction.
  • Conduct regular performance reviews and provide feedback.
Process
Report Production & Delivery
  • Oversee the preparation and distribution of client reports (e.g., portfolio performance, holdings, transactions, valuations).
  • Ensure reports meet client specifications and are delivered within agreed timelines.
  • Review reports for accuracy, consistency, and compliance with regulatory standards.
Data Management & Quality Control
  • Validate data inputs from various systems (e.g., accounting, trading, risk).
  • Implement checks to ensure data integrity and resolve discrepancies.
  • Coordinate with data providers and internal teams to address data issues.
Stakeholder Management
Client Service:
  • Act as a point of escalation for client issues as needed
  • Ensure timely and accurate responses to client queries
Stakeholder Coordination:
  • Liaise with internal teams (e.g., IT, Compliance, Risk)
  • Participate in governance meetings and audits as required
Documentation
MIS & KPIs:
  • Prepare and analyze operational metrics
  • Report on volumes, errors, and productivity
Documentation:
  • Maintain SOPs and ensure updates are communicated
  • Support audit and regulatory documentation
Formal Education:
MBA Or any professional qualification with finance as the major
Work Experience / Knowledge:
  • 1-2 years of experience in leading a team
  • 6+ years experience in financial services domain, preferably in Asset Management/ Investment Banking industry
  • Understanding of Performance Calculations, with exposure to Investment Accounting
  • Performed goal setting and performance reviews
Skills / Other Personal Attributes Required:
  • Able to work independently and drive individuals whenever required
  • Abreast of current affairs in the financial industry
  • Effective Motivational, Delegating and Engaging skills. Build the team and emphasize/Encourage the team work and prepare team for change.
  • Establish a supportive and conducive atmosphere that encourages team members to actively contribute to decision-making
  • Excellent interpersonal skills
  • Ability to work under pressure
  • Proficiency in MS Suite and other reporting tools
  • Basic Project management fundamentals is preferred
  • Confident & assertive, able to deal with management at all levels
Full Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
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.
Why Invesco
In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each others identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally.
We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs).
Whats in it for you?
As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world.
Our benefit policy includes but not limited to:
  • Competitive Compensation
  • Flexible, Hybrid Work
  • 30 days Annual Leave + Public Holidays
  • Life Insurance
  • Retirement Planning
  • Group Personal Accident Insurance
  • Medical Insurance for Employee and Family
  • Annual Health Check-up
  • 26 weeks Maternity Leave
  • Paternal Leave
  • Adoption Leave
  • Near site Childcare Facility
  • Employee Assistance Program
  • Study Support
  • Employee Stock Purchase Plan
  • ESG Commitments and Goals
  • Business Resource Groups
  • Career Development Programs
  • Mentoring Programs
  • Invesco Cares
  • Dress for your Day
In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence.
To know more about us
About Invesco:
About our Culture:
About our D&I policy:
About our CR program:
Apply for the role @ Invesco Careers:

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Job Detail

  • Job Id
    JD3733325
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Hyderabad, Telangana, India
  • Education
    Not mentioned
  • Experience
    Year