Manager, Business Initiatives and Data Management
Core
Lead strategic business initiatives and manage business intelligence/data reporting for Invesco's Institutional Trust & Custody (ITC) division, focusing on fund-level data, client experience enhancements, and AI-driven workflow automation.
Role type
Manager, Business Initiatives and Data Management
Builds
Self-service reporting models via PowerBI, dynamic dashboards, automated narrative summaries using LLMs, and enhanced client account portals.
Domain
Financial Services / Investment Operations / Data Analytics
Deliverable
production ML models | dashboards & analysis | product features
Required skills
Strategic planning, data modeling, stakeholder management, AI/LLM prompt engineering, process optimization, project management, complex data analysis, Microsoft PowerBI, Power Query, DAX, Snowflake
Preferred skills
Microsoft Copilot, AI tools, investment operations knowledge, regulatory systems knowledge, project management certifications
Technologies
PowerBI, Power Query, DAX, Snowflake, Microsoft Copilot, Confluence, LLMs
Responsibilities
Design and maintain data models and secure data sharing in Snowflake; develop and execute strategic business initiatives and workflow processes; write and refine AI prompts for automated reporting and documentation; partner with technical resources on project execution; serve as subject matter expert and training provider for ITC data; mediate between business and technology departments.
Seniority
Manager, hands-on IC with strategic leadership