Analyst, RFP

Invesco

Posted 10 days ago

Full Time

New York, New York

Hybrid

Smart Summary

Responsibilities

The analyst will collect and manage Firm AUM and personnel data to support external consultant databases and the Global RFP team. Responsibilities include ensuring data integrity and updating visualization dashboards and standard reports.

Qualifications

You have 1-2 years of related work experience, with a Bachelor's degree in Economics, Communications, English, or Liberal Arts. You possess strong analytical skills and the ability to manage large datasets with proficiency in MS Excel and SQL is preferred.

Must Have Skills for ATS

MS Excel

SQL

Power BI

Tableau

data visualization

Job Description

About Invesco

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

What’s in it for you?

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including: 

  • 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

Job Description

About the Team:

The Global Consultant Database team supports new business and client service efforts of our Distribution groups that include services for institutional and retail clients and prospects.  The Team supports the business efforts by maintaining investment databases, owning critical data sets used to answer RFPs, DDQs and client inquiries, and by building process efficiencies to provide high quality services to key stakeholders, clients and prospects.  Additionally, the team maintains third party and consultant databases and works on ad hoc projects in support of the firm’s overall sales, client service and marketing efforts.

About the Role:


The Global Database team analyst will be part of the Firm profile sub team and will help to maintain and manage the Firm AUM and Firm Personnel data collected to meet the requirements of the external consultant databases as well as helping answer firm related quantitative questions received by the Global RFP team and external surveys.
The role will require interaction with internal data providers ensuring that the data is supplied in a timely manner, checking its consistency and accuracy and communicating any fundamental changes to the data. 
You will also be responsible for updating and creating standard reports along with updating and helping develop the visualization tools used by the firm.

Responsibilities of the Role:


•    Collect and collate Firm level Aum and personnel data
•    Deliver high-quality, accurate, and timely data to external consultant databases as well as members of the Global RFP team
•    Ensure the consistency and integrity of the data collected.
•    Updating of standard reports and visualization dashboards.

Requirements of the Role:

•    1-2 years related work experience; RFP experience preferred but not essential. 

•    Bachelor’s degree, Economics/Communications/English/Liberal Arts preferred; some exposure to Economics or Finance courses or interest in the markets preferred but not required 

•    Experience with MS Excel and SQL but not essential

•    Knowledge of data visualization tools a plus, Power BI and Tableau

•    Ability to investigate and manipulate large amounts of data from various sources within strict deadlines

The salary range for this position in New York, NY is $100,000 - $106,000 Base/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location

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.

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be 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. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.

Invesco

Invesco Ltd. is one of the world’s leading asset managers, with 8,300 employees helping retail and institutional investors in more than 120 countries rethink their challenges and find new possibilities for success. Our collaborative mindset, breadth of solutions and global scale mean there are few problems we can’t help our clients address and few opportunities we can’t help them explore. Our capabilities span nearly every asset class, investment strategy and vehicle, which means we’re able to offer, create or customize solutions to address a broad range of client needs, as the world continues to evolve at pace. Our investing talent and experience, advanced portfolio and risk analytics, market intelligence, research and insights help our clients make highly informed decisions. Our commitment to adding value goes beyond our products, for example helping advisory clients rethink how to elevate their own client interactions, strengthen their investment process and innovate their practices. For disclosure, visit https://www.invesco.com/corporate/en/socialmedia.html.
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