Specialist, Client Reporting at OppenheimerFunds Distributor, Inc

Position Specialist, Client Reporting
Posted 2025 October 24
Expired 2025 November 23
Company OppenheimerFunds Distributor, Inc
Location Hyderabad | IN
Job Type Full Time
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Job Description:

Latest job information from OppenheimerFunds Distributor, Inc for the position of Specialist, Client Reporting. If the Specialist, Client Reporting vacancy in Hyderabad matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at OppenheimerFunds Distributor, Inc for the position of Specialist, Client Reporting below matches your qualifications.

Description

Your Team:

This role will support the Data quality BAU for the Reporting hub. The senior analyst will review quality processes and improve the overall operational model. This job requires maintaining highest standards of data quality for Client & Product Reporting for Invesco’s institutional/ retail clients and business partners.

Client Reporting is an essential part of our business, leading effective clients’ investment decision making based on their financial objectives. This job requires maintaining highest standards of Client & Product Reporting for Invesco’s institutional/ retail clients and business partners by being responsible for the administration of Invesco’s products and defined portfolios.

Your Role:

  • With adequate Business analysis skills, participate and lead projects/initiative in individual capacity.

  • Formulate frameworks and/ or create proposals for any initiatives/ projects

  • Oversee the process SMEs on process related initiatives and projects

  • Responsible for reviewing reports based on defined frequency (daily, weekly, monthly, quarterly etc.) by sourcing the reporting information from various applications and/ or teams to distribute accurate client reports within prescribed deadlines.

  • Ensure that all the queries are duly attended, and reporting manager is kept informed of significant issues.

  • Identify the risks in the current & future to-be handled projects, along with recommendations n mitigating the same.

  • Keep all the procedural documents up-to date, process trainings, ensure that the BIA/FMEA documents are updated regularly and well prepared for any BCP instance.

  • Able to work under no or minimal supervision, communicate and coordinate independently with stakeholders on any initiatives

  • Challenge the status quo and drive process improvement innovative ideas.

  • Prepare periodical MI reports and thereon, advise the reporting manager on initiatives.

  • Coach prospective Lead Analyst aspirants

  • The Experience You Bring:

  • 7+ years’ experience in Investment management industry with a sound understanding of investment operations.

  • 2+ years’ experience of handling initiatives/projects within team/department and ability to handle multiple initiatives.

  • 2+ years of experience working in Data related roles

  • Experience maintaining and strengthening relationship with stakeholders.

  • Ability to apply business analysis skills and help team members develop the same.

  • Ability to work under situations with rigorous deadlines, collaborate with multiple teams and stakeholders.

  • Proven ability to drive change within department/multiple teams.

  • Academic requirements:

  • MBA Or any professional qualification with finance as the major

  • 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 other’s 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).

    What’s 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:

    Job Info:

    • Company: OppenheimerFunds Distributor, Inc
    • Position: Specialist, Client Reporting
    • Work Location: Hyderabad
    • Country: IN

    How to Submit an Application:

    After reading and understanding the criteria and minimum qualification requirements explained in the job information Specialist, Client Reporting at the office Hyderabad above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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