UK Transfer Agency Oversight Officer - Fixed Term Contract

PowerToFly; England; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading global investment firm in the United Kingdom is seeking a dedicated professional to oversee the quality and timeliness of Third-Party Administrator services. This role requires a strong background in fund management, excellent communication skills, and the ability to handle technical and operational issues. You will monitor performance and ensure client needs are met effectively. A competitive benefits package and flexible working options are included alongside a supportive work environment.

Benefits

Company-provided healthcare

Competitive annual leave

Flexible working options

Generous pension provisions

Income protection

Health and wellness benefits

Volunteering days

Enhanced parental leave

Life insurance

Qualifications

• Experience with outsourced administration and monitoring KPIs/SLAs.
• Knowledge of ISA and ICVC Regulations.
• Ability to manage queries and relationships with external partners.

Responsibilities

• Act as primary point of contact for technical issues.
• Monitor performance against SLAs and KPIs.
• Provide support to manage queries from internal partners.

Skills

Experience within the Fund Management industry

Proficient in Word/Excel

Excellent attention to detail

Strong relationship building skills

Strong problem solver

Ability to work under pressure

Effective communication and influencing skills

Education

Relevant business qualification or IOC

Job description

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.

Job Description

We have an outstanding benefits package which includes:

• Company-provided healthcare
• A competitive 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

Your Role

The key focus of the role is to support the Transfer Agency (TA) oversight team and to oversee the quality and timeliness of our Third-Party Administrator (TPA). To ensure that our TPA are performing to the agreed SLAs and KPIs, and are offering excellent client service to our Distribution Partners and their clients.

Key Responsibilities

• Act as primary point of contact between Invesco and the TA for any technical or BAU issues, sign off authorisation and query resolution.
• Monitor overall performance against targets (SLAs and KPIs), standards and deadlines and ensure remedial action or escalation is taken as required.
• Build an open and effective communication channel with both the TA and our internal business partners to ensure that the TA can meet Invesco’s business needs and continue to deliver excellent client service.
• Provide support and escalation route when necessary to manage and resolve any queries received from the TA and our internal business partners.
• Liaise with TPA and actively participate with Invesco Project teams for product developments and business requirements.
• Ensure that all returns and statistics are completed and submitted within the UK regulatory timescales (CMAR reporting, ISA 25, etc.).

What you can Bring

• Experience within the Fund Management industry (preferable).
• Proficient in the use of PC software including Word/Excel.
• Experience with outsourced administration, monitoring KPIs/SLAs and ensuring excellent client service to our distribution partners and their clients.
• In depth knowledge of ISA and ICVC Regulations.
• A good knowledge of historical products and events.
• An understanding of both the key similarities and differences between the UK and cross-border (EMEA) functions.
• Knowledge of how Invesco is organised, operates, and an awareness of the external market in which the company operates, including market trends and relevant initiatives by competitors.
• Relevant business qualification or IOC (preferred).
• Effective communication and influencing skills at all levels, both internally and externally.
• Strong relationship building skills of varying levels and with external clients.
• Ability to work under pressure.
• Excellent attention to detail, while appreciating the bigger picture.
• Excellent organisational skills and ability to prioritise own workload.
• Self‑motivated, organised and flexible to new ideas.
• Results focused, ensuring client's needs are met professionally and in a timely manner.
• Strong problem solver and issue resolution skills.
• Ability to escalate issues when appropriate.
• Flexibility and willingness to travel when required.

Disability Confident Scheme

Applicants who opt in to the Disability Confident Scheme and meet the criteria for the role will be offered an interview. We are committed to providing an inclusive recruitment process for all candidates who make an application. By opting in to this scheme, applicants will be disclosing that they have a disability solely for the purpose of the Disability Confident Scheme.

The Disability Confident Scheme only guarantees an interview – it does not automatically mean that applicants interviewed will gain employment with Invesco at that time.

To apply through the Disability Confident Scheme, you’ll need to firstly ensure you have applied for the role via our external careers page. Following this, you’ll need to email us at [e-mail] to confirm your wish to opt‑in, alongside your contact details and the title of the role you wish to apply for.

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.

If this sounds like you, we’d love to hear from you! We want all of our candidates to shine during the application and selection process, so if you need any adjustments to be made, please send an e‑mail to [e-mail]. Please include your name, the job you are interested in, and the type of adjustment you need (for example; breaks during your interview, remote interviews, additional time for assessments or other required adjustments).

We promote a working environment that welcomes everyone and creates inclusive teams, celebrates difference and encourages everyone to be themselves at work.

Our commitment to the community and environmental, social and governance investing:
We partner with charitable organisations globally to make an impact in the communities where we live and work. Our people are encouraged to support the charities they feel most passionate about. We are also committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific responsible investment product strategies as well as part of our commitment to deliver a superior investment experience.

Recruitment Agencies:
Invesco has an in‑house recruitment team, which focuses on sourcing great candidates directly. Invesco will not accept unsolicited resumes from agency or search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired. When we do use agencies, we have a PSL in place, so please do not contact hiring managers directly.

Regulatory:
This position may fall in‑scope of one or multiple regimes/directives.