Advanced Principal, Data Management

5210 Invesco (India) Private Limited - SEZ Unit; Hyderabad; On-site; INR 3,500,000 - 7,000,000; Full time

Benefits offered by this job

Flexible, Hybrid Work

30 days annual leave

Life Insurance

Medical Insurance for Employee and Fam

Job summary

5210 Invesco (India) Private Limited - SEZ Unit seeks an experienced Portfolio Services leader to drive global production support, process improvements and cross‑functional programs. The role requires broad investment services knowledge and a track record of leading complex initiatives.

You will mentor teams, build strong stakeholder relationships across Investments, Compliance and service providers, and shape global service models in a hybrid environment.

Qualifications

• A university degree in finance or business is required or equivalent.
• MBA is an asset; CFA/CMA are considered valuable.
• Proven leadership and cross‑functional project experience.

Responsibilities

• Lead cross‑region, cross‑functional projects and resolve complex issues.
• Own production issues and coordinate resolutions with stakeholders.
• Mentor analysts and administrators across a global team.
• Develop plans, resources and policies aligned to goals.

Skills

Leadership

Stakeholder management

Project management

Analytical thinking

Communication skills

Education

University degree in Finance

MBA preferred

CFA/CMA asset

Tools

Charles River

Aladdin

Job description

Job Purpose

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. The Investment & Distribution Services (IDS) provides global, end‑to‑end trade processing, portfolio operations, data management, and reconciliation to support Invesco’s investment activities. Within IDS, the Portfolio Services function operates on a follow‑the‑sun model, delivering 6×24 global support to business partners.

Key Responsibilities

• 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.
• 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 (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 research, analysis, implementation, documentation, and training of new business requirements/projects (e.g. new instruments, new/change regulatory requirements, new system implementation) globally across multiple IDS global functions and service providers.
• Develop and 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.

Work Experience / Knowledge

• Minimum 14+ years overall, and a minimum of 6–8 years industry experience in an investment management firm.
• Excellent knowledge of investment products globally.
• 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.
• Strong understanding of end‑to‑end investment services processes, including trade entry, trade processing, settlement, valuation, cash management, corporate actions processing, and fund accounting.
• Experience working with third‑party middle‑office and custody providers is preferred.
• Ability to maintain a big‑picture perspective, with deep knowledge of data, processes and business flows across systems.

Skills / Other Personal Attributes

• Customer focus with a keen interest in providing superb service to clients.
• Excellent written and verbal communication, and strong interpersonal and conflict resolution skills.
• Experience in communicating and facilitating with all levels within a global organization.
• Excellent organizational skills; detail oriented with a big picture perspective and ability to work under pressure and meet tight deadlines.
• Excellent research, analytical and problem‑solving skills.
• Self‑managing, with the ability to proactively prioritize individual work as well as team tasks.
• Maintain a global focus and build strong connections with colleagues at all levels in a cross‑functional, global team environment.
• Strong Microsoft Office skills, particularly in Excel, Access, Word, PowerPoint, Project and Visio.
• Strong numerical and analytical skills.
• Ability to mentor and lead a global project team across different business areas.
• Strong facilitation, project management and presentation skills.
• Open‑minded and an “out‑of‑the‑box” thinker who challenges the status quo.
• An excellent listener with strong facilitation skills.
• Ability to understand technical details of systems and data flows, and effectively communicate or present technical concepts to business colleagues.

Formal Education

University degree in Finance or a business area of concentration (or an equivalent combination of education, training, experience that would provide the required knowledge, skills and ability). MBA an asset.

License / Registration / Certification

Certify Financial Analyst (CFA) or professional accounting designation (CMA, CGA, CA, CPA) an asset.

Working Conditions

• Participate in Business Recovery testing on an as‑needed basis as defined by manager.
• Overtime, off‑hours support and travel may be required.

Benefits

• Competitive Compensation
• Flexible, Hybrid Work
• 30 days’ Annual Leave + Public Holidays
• Life Insurance
• Retirement Planning
• Group Personal Accident Insurance
• Medical Insurance for Employee and Family
• Annual Health Check‑up
• 26 weeks Maternity Leave
• Paternal Leave
• Adoption Leave
• Near‑site Childcare Facility
• Employee Assistance Program
• Study Support
• Employee Stock Purchase Plan
• ESG Commitments and Goals
• Business Resource Groups
• Career Development Programs
• Mentoring Programs

EEO / Accessibility Statement

Invesco is committed to fair and accessible employment practices. If selected for an interview, we will work with you to ensure that your interview is accessible and accommodation is provided. Please contact us at [e-mail] or 1.800.874.6275 to let us know if you require accommodation for an interview due to a disability.