Advanced Principal, Portfolio Services
InvescoAbout the role
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
You will be responsible for:
Provide subject matter expertise, leadership, solutions, and recommendations to address complex, cross-region, cross-functional, and cross-vendor business concerns. Own critical production issues and ensure they are resolved accurately and efficiently. Act as the subject matter expert and the escalation point for production issues.
Provide support and guidance to colleagues in day-to-day operations and production support tasks
Liaise and build strong business relationships with key stakeholders such as Investments, Compliance, Service Providers (such as Custodians, Fund Accounting Agents, Transfer Agents, Outsourcing Vendors, etc.) and global business areas within Invesco requiring support on cash-related concerns
Lead, facilitate, coordinate and project manage the research, analysis, implementation, documentation and training of new business requirements/projects (e.g. new instruments, new/change regulatory requirements, new systems implementation) globally across multiple IDS global functions, service providers.
Develop & execute team plans, including business, production and organizational priorities
Contribute to business success by setting priorities, recommending resources, and developing policies aligned with the team’s goals and objectives
Represent IDS Portfolio Services as a subject matter expert in cross-functional and global projects
Facilitate discussions to build consensus and agreement with a win-win focus
Motivate a diverse group of project team members across functions and locations; foster an open and positive project environment that enables the team to deliver desired outcomes
Establish and continually refine a global support and oversight model, while ensuring unique regional business needs are addressed
Ensure standard operating procedures are documented and cross-trained across global team
Perform independent research, review and analysis of financial statements, organizational structure, business model, operational risks, performances, and securities / financial statements issued by organizations, as needed
Proactively contribute ideas, research and recommend continuous improvement opportunities (e.g. streamline / automate daily operations processes) and lead approved continuous improvement initiatives
Mentor Analysts and Administrators across the global team by providing guidance, sharing knowledge and experience, and offering feedback to location managers on the performance of global team members with whom they interact
Proactively identify potential operational risks, suggest mitigation strategies and lead implementation of the agreed upon mitigation strategy
The Experience you Brings
Minimum 6-8 years industry experience in an Investment Management firm.
Excellent knowledge of investment products globally is required
Comprehensive understanding of internal and industry standards and principles
Proven ability to identify and resolve complex, multi-dimensional business problems by applying broad functional and process knowledge
Previous knowledge and work experience with business applications such as Charles River, Aladdin is required
Must have a strong understanding of end-to-end investment services
Apply for this role
Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.
Apply Now →Generate Application KitFree account required — sign up in 30s