Regulatory and Product Reporting Specialist - Fixed Term Contract

Invesco; Henley-on-Thames; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading global investment firm is seeking a Reporting Specialist to deliver and oversee accurate reporting processes while maintaining strong stakeholder relationships. The role requires knowledge of the asset management industry and proficiency in Excel, with familiarity in investment funds seen as beneficial. This position offers excellent benefits, including healthcare, generous leave, and flexible working options.

Benefits

Company-provided healthcare

Generous annual leave allowance

Flexible working options

Generous pension provisions

Income protection

Health and wellness benefits

Volunteering days

Enhanced parental leave

Life insurance

Qualifications

• Familiarity with investment funds is beneficial.
• Knowledge of regulations such as PRIIPs and Solvency II is advantageous but not mandatory.

Responsibilities

• Deliver and oversee monthly, quarterly, and periodical reporting.
• Maintain strong working relationships with stakeholders.
• Support accurate maintenance of production logs and metrics.
• Update procedures and assist in implementing controls.
• Contribute to identifying areas for continuous improvement.

Skills

Knowledge of investments and the asset management industry

Proficiency in Excel

Ability to meet agreed timelines

Job description

About the team

You will be part of a newly unified EMEA focused team, a dynamic group dedicated to delivering high-quality product and regulatory reporting. This team plays a critical role in supporting business objectives through accurate, timely, and compliant reporting processes. The team is composed of nine Product and Regulatory Reporting Specialists, two project managers/business analysts and two team leaders. The role reports to the Product Reporting Team Leader but will involve regular interaction with the Regulatory Reporting function as part of the integrated team approach. The overall team collaborate closely with the offshore and external production teams, as well as with the Product Development, Performance, Compliance, and Investment teams.

Responsibilities

• Delivering or overseeing monthly, quarterly and periodical reporting (including but not limited to factsheets)
• Maintaining strong working relationships and clear communication with stakeholders including offshore production teams and outsourced providers as appropriate, ensuring all deliverables are met and assistance given, as well as responding to enquiries in a timely manner.
• Overseeing and supporting accurate and timely maintenance of the production and issue logs, provision of production metrics, KPI monitoring and attendance of review meetings.
• Documenting, following and working with other team members to proactively update procedures and assist in the implementation of controls around processes, systems and data usage.
• Working with members of the team and other business partners (internal or external) on projects and enhancements related to reporting in scope. Contribute to identifying areas for continuous improvement, eliminating manual solutions and workarounds, whilst promoting a scalable support model.
• Ensuring management is kept aware of all significant matters and that complaints, breaches and incidents are recorded appropriately and tracked in line with Invesco guidelines.
• Knowledge of investments and the asset management industry
• Familiarity with investment funds is beneficial.
• Awareness of individual client needs and ability to meet agreed timelines. Proficiency in Excel or willingness to develop advanced skills.
• Knowledge of regulations such as PRIIPs and Solvency II is advantageous but not mandatory

Qualifications

• Knowledge of investments and the asset management industry
• Familiarity with investment funds is beneficial.
• Awareness of individual client needs and ability to meet agreed timelines. Proficiency in Excel or willingness to develop advanced skills.
• Knowledge of regulations such as PRIIPs and Solvency II is advantageous but not mandatory

Benefits

We have an outstanding benefits package which includes:

• Company-provided healthcare
• A generous annual leave allowance
• Flexible working options, including hybrid working arrangements
• Generous pension provisions
• Income protection
• Health and wellness benefits
• Volunteering days
• Enhanced parental leave
• Life insurance

Disability Confident Scheme

About the company

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.

Application assistance

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