Manager, Business Initiatives and Data Management
Core
Lead strategic business initiatives and manage business intelligence/data management programs for Invesco's Institutional Trust & Custody (ITC) division, focusing on fund-level reporting, client experience enhancements, and AI-driven workflow optimization.
Role type
Manager, Business Initiatives and Data Management
Builds
Self-service reporting models via PowerBI, dynamic interactive dashboards, and enhanced client account portals.
Domain
Financial services / Investment management / Data analytics
Deliverable
dashboards & analysis
Required skills
Strategic planning, Data modeling, Power BI, Power Query, DAX, AI prompt engineering, Project management, Stakeholder management, Process improvement
Preferred skills
Financial services industry experience, Microsoft Copilot, Project management certifications
Technologies
PowerBI, Power Query, DAX, Snowflake, Microsoft Copilot, Confluence, PowerPoint
Responsibilities
Design and optimize data models and secure data sharing within Snowflake; Develop and execute strategic business initiatives including current state analysis and future state recommendations; Write and refine advanced AI prompts and LLM workflows to automate narrative summaries and data requests; Partner with technical resources for project execution and application enhancements; Serve as subject matter expert on ITC data and provide training to internal business partners.
Seniority
Manager, hands-on IC with strategic oversight