The Client Intelligence team is responsible for increasing data-driven decision making at Invesco, working with Distribution and Marketing teams to increase net sales through a better understanding of financial advisors
Job Summary
The Client Intelligence team is responsible for increasing data-driven decision making at Invesco, working with Distribution and Marketing teams to increase net sales through a better understanding of financial advisors.
Key responsibilities include supporting sales and marketing teams with data analysis, developing interactive dashboards, writing complex SQL queries, conducting segmentation analysis, and automating data processes.
Invesco offers a hybrid work model, competitive compensation, flexible work arrangements, and a comprehensive benefits package including medical insurance, life insurance, and retirement planning.
Matching Summary
The Client Intelligence team is responsible for increasing data-driven decision making at Invesco, working with Distribution and Marketing teams to increase net sales through a better understanding of financial advisors.
Skills & Requirements
Must-have
Tableau and Power BI proficiency
Complex SQL queries
Snowflake data warehouse experience
Data analysis and automation
Client behavior analysis
Interactive dashboards development
Nice-to-have
Financial transaction data experience
CRM and Sales performance systems familiarity
Python for data analysis
Cloud-based AWS environment optimization
Key Requirements
3+ years of data analytics experience
Undergraduate or advanced degree in quantitative or Finance discipline
Proficiency in Tableau and Power BI
Strong SQL skills
Familiarity with CRM and Sales performance systems