Stephen Rose
About Stephen Rose
Stephen Rose is the Client Reporting Team Lead at Invesco EMEA in the United Kingdom, with over a decade of experience in client reporting and financial analysis across various prestigious financial institutions.
Title
Stephen Rose currently holds the position of Client Reporting Team Lead at Invesco EMEA in the United Kingdom. He has extensive experience in client reporting and financial analysis.
Current Role at Invesco EMEA
Stephen Rose works at Invesco EMEA as the Client Reporting Team Lead, managing client reports for institutional clients and leading a team of reporting analysts in the United Kingdom.
Previous Roles at Invesco EMEA
From 2017 to 2021, Stephen Rose served as a Senior Client Reporting Analyst at Invesco EMEA. In this role, he was responsible for preparing and analyzing client reports and ensuring accurate financial data presentation.
Experience at Hermes Investment Management
Stephen Rose was a Client Reporting Analyst contractor at Hermes Investment Management from 2015 to 2016 in London. He spent seven months focusing on client reporting functions for this investment management company.
Background in Day Trading
Between 2014 and 2015, Stephen Rose worked as a day trader, managing his investments and trading activities independently in London.
Position at J.P. Morgan Asset Management
Stephen Rose served as an Institutional Client Reporting Analyst at J.P. Morgan Asset Management from 2012 to 2014. His role was centered on creating and managing institutional client reports in London.
Teaching Experience
From 2010 to 2012, Stephen Rose broadened his skill set by working as an English Language Teacher at Training Express Group & Astex Servicios Linguisticos in Madrid, Spain.
Role at HSBC Retail Banking and Wealth Management
Stephen Rose worked as a Mortgage Manager at HSBC Retail Banking and Wealth Management from 2008 to 2010, where he handled mortgage services for clients in London.
Work Experience at Heritage Shutters
In 2007, Stephen Rose was a Field Sales Consultant at Heritage Shutters for eleven months. He was involved in sales and customer relations in London.
Early Career at Cater Allen Private Bank
Stephen Rose started his financial sector career as a Customer Service Administrator at Cater Allen Private Bank in 2006, supporting customer service operations for five months in London.
Education
Stephen Rose studied at the University of the West of England, providing him with the academic foundation for his career in client reporting and financial analysis.
Diverse Skill Set
Stephen Rose's career includes experience in client reporting, financial analysis, day trading, mortgage management, and language teaching, showcasing his capacity to adapt and excel in various fields.