About the Role
The Business Analyst, Investment Compliance supports the Global Investment Compliance Change team in delivering change initiatives. This role involves understanding business problems, analyzing data and processes, and developing solutions to enhance the Investment Compliance function's tools, workflows, and controls. You will collaborate with global teams to ensure consistent and scalable operations.
Responsibilities
- Partner with IC, data, technology, and operations teams to support change initiative delivery.
- Contribute to defined deliverables, ensuring accuracy and adherence to timelines.
- Support coordination across global teams to track progress, identify issues, and drive work forward.
- Break down business problems into structured components and support the development of practical solutions.
- Analyze data and process flows to identify issues, risks, and improvement opportunities.
- Support root cause analysis and document findings clearly.
- Analyze datasets (trades, holdings, restrictions, breaches) to identify trends and issues.
- Utilize tools like Excel, SQL, Power BI, or AI tools for analysis and insight generation.
- Link analysis to business outcomes, operational effectiveness, and potential control impacts.
- Communicate findings, issues, and recommendations clearly and structurally.
- Produce organized documentation for requirements, analysis, testing, and delivery.
- Contribute presentations, updates, and supporting materials for stakeholders.
- Support the gathering, documentation, and validation of business requirements.
- Assist with requirement and output traceability with stakeholders and project teams.
- Contribute to testing activities, including UAT support, test case preparation, validation, and issue tracking.
- Identify opportunities for process, workflow, and work method improvements.
- Support the implementation of improvements through structured change activities.
- Contribute to tool, reporting, and process enhancements within the IC function.
- Support enhancements to dashboards, reporting, knowledge management, and workflow tools.
- Use AI tools responsibly to improve efficiency in analysis, documentation, and repetitive tasks.
- Help identify opportunities for automation and better data utilization.
Requirements
- Bachelor’s degree or equivalent practical experience in a related field.
- Demonstrable ability to analyze problems, structure thinking, and contribute to practical solutions.
- Familiarity with tools such as Excel, SQL, Power BI, Python, or similar, or the ability to learn quickly and use AI tools.
- Experience contributing to projects, structured deliverables, or team-based outcomes.
- Exposure to testing activities, validating outputs, or understanding of structured testing approaches.
- Evidence of curiosity, a growth mindset, and self-directed learning.
- Exposure to financial services, asset management, compliance, or order management systems (preferred).
Skills
- Excel
- SQL
- Power BI
- Python
- AI tools
Location
- New York
Work Type
- Hybrid work schedule
- Full time
- Employee
Experience Level
- Early career experience
Education Level
- Bachelor’s degree
Salary/Compensations
- $75,000 - $105,000/year
Benefits
- Flexible paid time off
- Hybrid work schedule
- 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
- Health & wellbeing benefits
- Parental Leave benefits
- Employee stock purchase plan
About the Company
- Invesco is one of the world’s leading independent global investment firms, dedicated to rethinking possibilities for clients.
- The firm delivers a wide range of investment strategies and vehicles through its distinctive investment management capabilities.
- Invesco offers challenging work, intelligent colleagues, and exposure across a global footprint.
Equal Opportunity
- Invesco is 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.
- Equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.
