Senior Analyst, Client Analytics
Core
Analyze institutional sales data to identify trends, client behavior, and performance metrics to drive sales of Invesco products/strategies.
Role type
Senior Business Analyst (Institutional Sales)
Builds
Interactive dashboards and customized analysis for client meetings and strategic reviews
Domain
Asset Management / Investment Consulting
Deliverable
dashboards & analysis
Required skills
SQL, Tableau, Power BI, Python, Data Visualization, Data Manipulation, ETL, Client Profiling
Preferred skills
eVestment, Factset, Salesforce, Cloud Data Warehouses (Snowflake/Redshift), AWS
Responsibilities
Analyze institutional sales data to identify trends and client behavior; Develop and maintain interactive Tableau and Power BI dashboards; Write complex SQL queries to extract and manipulate data from Snowflake; Support Institutional sales teams with insights for client meetings and strategic reviews; Collaborate with cross-functional teams to align data insights with strategic goals; Project manage solution design and implementation.
Seniority
Senior, hands-on IC