The Client Intelligence team increases data-driven decision making by working with Americas Distribution and Marketing teams to understand financial advisors and increase net sales
Job Summary
The Client Intelligence team increases data-driven decision making by working with Americas Distribution and Marketing teams to understand financial advisors and increase net sales.
Key responsibilities include supporting sales and product marketing teams with data analysis, developing interactive dashboards using Tableau and Power BI, writing complex SQL queries, and presenting data-driven insights.
Invesco offers a competitive compensation package, flexible hybrid work, comprehensive benefits including life insurance, retirement planning, medical insurance, and opportunities for career development and lifelong learning.
Matching Summary
The Client Intelligence team increases data-driven decision making by working with Americas Distribution and Marketing teams to understand financial advisors and increase net sales.
Skills & Requirements
Must-have
Tableau and Power BI proficiency
Complex SQL queries
Snowflake data warehouse experience
Data manipulation and transformation
Analytical thinking and problem solving
Python for data analysis
Nice-to-have
B2B or customer-centric environment
Financial transaction data experience
CRM and Sales performance systems familiarity
Cloud-based AWS environment optimization
Key Requirements
3+ years hands-on data analytics experience
Undergraduate or advanced degree in quantitative or Finance discipline