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Emea distribution business management analyst

Henley-on-Thames
OppenheimerFunds Distributor, Inc
Business manager
Posted: 10 September
Offer description

Description

We have an outstanding benefits package which includes:

1. Company-provided healthcare

2. A competitive annual leave allowance

3. Flexible working options, including hybrid working arrangements

4. Generous pension provisions

5. Income protection

6. Health and wellness benefits

7. Volunteering days

8. Enhanced parental leave

9. Life insurance

Your role:

We are seeking a detail-oriented analyst with strong Excel and VBA skills to support the EMEA Distribution Business Management function. The role will be varied, using many skill sets, but with a higher emphasis on embedding automation, data manipulation and analysis into core processes to elevate and scale insight production. The ideal candidate will work with various datasets, including CRM activity, third-party market information and internal financial data, to provide meaningful insights, streamline reporting, and enhance the decision-making processes

What we are looking for:

Data Analysis & Reporting:

10. Summarise and manipulate data from Salesforce dashboards to support business decisions

11. Analyse and synthesise market data (e.g., Broadridge, Preqin) related to trends, flows, AUM developments, and asset class net flows

12. Track and summarise Invesco’s finances, fund flows, and performance to keep stakeholders informed

Process Automation & Dashboard Development:

13. Automate data processing and reporting tasks using Excel and VBA to improve efficiency

14. Support the creation and maintenance of dashboards for tracking key business and financial metrics

Ensure continued evolution of Data use:

15. Look for opportunities to embed the use of data in more processes

16. Encourage and educate the wider team on data use and the key skills that could help them

What you can bring:

17. Knowledge of how to use coding skills to collect, collate and curate datasets (e.g. SQL, R, Python)

18. Strong proficiency in Excel, including advanced formulas, pivot tables, and data presentation

19. Experience of using data visualisation tools (Power BI/Tableau) to surface data in a user-friendly way

20. Experience with VBA programming for automation and efficiency improvements.

21. Ability to analyse and interpret financial and market data (Previous use of financial datasets like Broadridge and Prequin beneficial, but not a pre-requisite)

22. Strong analytical, problem-solving, and data manipulation skills.

23. Excellent communication skills for summarising insights and engaging with stakeholders

24. A degree in mathematics, statistics, sciences or similar

Disability Confident Scheme

Applicants who opt in to the Disability Confident Scheme and meet the criteria for the role will be offered an interview. We are committed to providing an inclusive recruitment process for all candidates who make an application. By opting-in to this scheme, applicants will be disclosing that they have a disability solely for the purpose of the Disability Confident Scheme.

The Disability Confident Scheme only guarantees an interview – it does not automatically mean that applicants interviewed will gain employment with Invesco at that time.

To apply through the Disability Confident Scheme, you’ll need to firstly ensure you have applied for the role via our external careers page. Following this, you’ll need to email us at confirming your wish to opt-in, alongside your contact details and the title of the role you wish to apply for.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

No

Workplace Model


Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

If this sounds like you, we’d love to hear from you! We want all of our candidates to shine during the application and selection process, so if you need any adjustments to be made, please send an e-mail to emea- Please include your name, the job you are interested in, and the type of adjustment you need (for example; breaks during your interview, remote interviews, additional time for assessments or other required adjustments)

We promote a working environment that welcomes everyone and creates inclusive teams, celebrates difference and encourages everyone to be themselves at work.

Our commitment to the community and environmental, social and governance investing:
We partner with charitable organisations globally to make an impact in the communities where we live and work. Our people are encouraged to support the charities they feel most passionate about. We are also committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific responsible investment product strategies as well as part of our commitment to deliver a superior investment experience.

Recruitment Agencies:
Invesco has an in-house recruitment team, which focuses on sourcing great candidates directly. Invesco will not accept unsolicited resumes from agency or search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired. When we do use agencies, we have a PSL in place, so please do not contact hiring managers directly.

Regulatory:
This position may fall in-scope of one or multiple regimes/directives.

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