Associate Product Analyst

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The Department:
As a key component of the Investment Solutions, Product Strategy & GPMR department, the Americas Competitive Research (ACR) unit is responsible for providing product, market, and competitive insight to internal business areas across the firm. ACR provides in-depth product research and analysis to enhance business development opportunities in North America. The group also provides market intelligence to support product development/ rationalization efforts and strategic product line initiatives. Furthermore, ACR supports product positioning efforts through careful analysis of the competitive marketplace. ACR works with a wide array of internal clients including the Invesco Board, Legal/Compliance, Product Development, Sales, Marketing, and various investment teams.

The Role:

The Associate Product Analyst for the Americas Competitive Research unit will participate in a variety of investment and product-related research projects and initiatives. Role responsibilities include, but are not limited to, the following:

• Enhance automation and maintain production of recurring reports
• Generate monthly and quarterly reporting packages related to fund health assessments and monitoring of home office platforms
• Constantly look for opportunities to enhance content and efficiency of report production through automation or database construction
• Perform quality control checks as required for various reporting components
• Collaborate with other internal teams such as Performance Measurement, Analytics & Reporting or Risk as needed
• Provide competitive intelligence to various internal business partners
• Support Product Managers, Client Portfolio Managers and Investment Due Diligence Directors in identifying and tracking key competitors and uncovering potential takeover opportunities
• Assist Invesco’s US product development efforts by providing research on peer group construction, historical performance, and pricing-related information
• Support US retail distribution channels in product-related research and analysis
• Provide thorough information related to investment performance, process, positioning, and characteristics.
• Work with Product Management, and other internal teams to develop informative and educational pieces on high priority opportunities for use by Sales in the field
• Participate in construction of fund firm recommended lists in 3rd party system for monitoring purposes.
• Leverage technology to build out reports/alerts against several data points for proactive trend analysis
• Provide support to Wealth Management Intermediaries (WMI). Typical activities associated with this role include:
• Producing competitor comparisons using 3rd party systems requested by colleagues across WMI
• Helping identify and anticipate client product needs by conducting insightful competitive intelligence
• Highlighting each WMP’s strengths, weaknesses, and gaps, and overlay these against Invesco’s market credible capabilities
• Developing an understanding of each WMP’s product offering set and their decision-making process
• Collaborating with colleagues to identify new ways to leverage platform product data that can lead to incremental insights
• Participate on special projects as needed
• Assume a supporting role in various projects revolving around home office client engagement

The Experience You Bring

• A minimum of 2-3 years of experience in the financial services industry is preferred to successfully perform the responsibilities of this position
• OR some technical experience outside of the industry involving the manipulation of data and report building infrastructure

• Ability to use technology to maximize efficiency (experience with any of the following would be a plus: Power BI, Tableau, Python, VBA)
• Proficient in Excel, Word, and PowerPoint
• Team player with proven ability to gain consensus
• Customer service orientation with excellent verbal and written communication skills
• Strong quantitative and analytical skills
• Strong organizational aptitude: ability to establish priorities and meet deadlines
• Keen interest in understanding investment products, performance, and risk
• Any experience with research databases and software systems is a plus (e.g., Lipper LANA, Morningstar Direct and Report Portal, Strategic Insight, and eVestment Alliance)

Formal Education: (minimum requirement to perform job duties)

• Completion of a bachelor’s degree in Mathematics, Finance, Economics, Marketing, CS, IT, or a related field is preferred, but not limited to these areas.

What’s in it for you?

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:

• Flexible time off and opportunities for a flexible work schedule
• 401(K) matching of 100% up to the first 6% with additional supplemental contribution
• Health & wellbeing benefits
• Parental Leave benefits
• Employee stock purchase plan

FLSA (US Only): Nonexempt

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

All Invesco employees are subject to Invesco’s COVID-19 VACCINATION POLICY FOR EMPLOYEES, which provides that employees must be fully vaccinated against COVID-19. An exemption may be granted based on a medical contraindication or sincerely held religious belief. Fully vaccinated means that an individual has received all recommended doses of a COVID-19 vaccine that has received Emergency Use Authorization or full approval from the U.S. Food and Drug Administration (FDA) and that it has been at least two weeks since the final recommended dose.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.