Summary
Overview
Work History
Education
Websites
Certification
Leadership Initiatives
Projects And Operational Undertakings
References
Timeline
Generic

Vinay Kumar S

Hyderabad

Summary

Head of Hyderabad’s Performance Measurement, Analytics, and Reporting group, supporting Client Portfolio Managers, Risk Groups, CIOs, Product teams, and Regulatory groups. My role involves providing strategic and fundamental support for performance measurement, portfolio analysis, and attribution reporting across Invesco’s asset classes.

I led projects related to acquisitions, product mergers, index sourcing, platform decommissioning, validation platforms, and business operating models.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Sr Manager – Portfolio Performance Measurement, Analytics, and Reporting

Invesco India Pvt Ltd
Hyderabad
11.2024 - Current
  • Leading a team of Analysts responsible for Performance Measurement, Analytics, and Reporting
  • Support the design, development, and implementation of new and existing analytical tools to monitor and explain portfolio performance and characteristics
  • Conduct formal sessions with each PMAR group to review current responsibilities, organizational changes, and upcoming transitions and projects
  • Maintain KPI, KRI, and Error Reporting metrics
  • Responsible for performance reviews, competency assessments, talent and development reviews, and risk and impact assessments
  • Manage resource planning for the Hyderabad team, ensuring appropriate resource allocation for project teams and workstreams

Manager - Equity Analytics

Invesco India Pvt Ltd
Hyderabad
11.2020 - 10.2024
  • Oversee the maintenance of fund and index performance in Performance and Attribution systems
  • Provide analytics and attribute reporting for equity and alternative products
  • Conduct Peer Group Attribution Reporting to compare our product performance against our peers
  • Monitor Passive Funds to investigate deviations and report findings
  • Provide ESG with the Analytics data for their analysis
  • Support various projects related to decommissioning, integration, and performance validation
  • Assess the importance of issues, manage information flow, and ensure timely resolution
  • Serve as a core member of the Center of Excellence (COE) team, challenging the status quo and collaborating with business analysts to re-engineer deliverables for improved quality, reduced manual hours, and streamlined processes

Senior Operations Associate

State Street Global Advisors
Bengaluru
06.2008 - 10.2010
  • Portfolio Performance Measurement for unitized, securitized, and separately managed funds
  • In charge of the new business team responsible for setting up new Funds and Benchmarks

Education

MBA - Finance & Marketing

Vijayanagara Institute of Management
Bellary
04.2006

Bachelor of Commerce -

Veerashaiva College
Bellary
05.2004

Certification

CFA Institute, CFA FOUNDATION

Leadership Initiatives

  • Cultivated Analysts to Operate on a Global Scale
  • Fostered Synergies for Enhanced Business Optimization
  • Spearheaded IO-IT Summit to Promote Cross-Functional Collaboration
  • Directed the Grow Initiative focused on Product, Application, and Data Flow Comprehension
  • Led Digital Transformation Initiatives
  • Designed and Delivered a Performance Audit Tool
  • Secured Business Wins to Support Alternative Products

Projects And Operational Undertakings

  • Led the migration of Institutional funds to Eagle, Louisville, US, 2011
  • Delivered Attribution Reporting for Canadian funds and Retail portfolio performance summary, Toronto, CA, and Houston, US, 2013
  • Managed the StatPro decommission project and developed Invesco Perpetual CIO reporting capabilities, London, UK, 2015
  • Implemented OVID and established ETF reporting on Factset, Houston, US, 2017
  • Oversaw Global Index maintenance and Retail Factset integration, Houston, US, 2018
  • Played a key role in the Oppenheimer Funds Integration, New York and Houston, US, 2019
  • Developed the Performance Analysis Tool, 2019
  • Executed a functional restructure to align business domains, 2020
  • Collaborated with the Solutions group to deliver Analytics and Reporting requirements, 2022
  • Currently leading the Alpha NexGen project

References

References available upon request

Timeline

Sr Manager – Portfolio Performance Measurement, Analytics, and Reporting

Invesco India Pvt Ltd
11.2024 - Current

Manager - Equity Analytics

Invesco India Pvt Ltd
11.2020 - 10.2024

Senior Operations Associate

State Street Global Advisors
06.2008 - 10.2010

MBA - Finance & Marketing

Vijayanagara Institute of Management

Bachelor of Commerce -

Veerashaiva College

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Vinay Kumar S