CA Representative

Institute of Management Accountants, Inc.

India

On-site

INR 600,000 - 900,000

Full time

3 hours ago

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Benefits offered by this job

Competitive Compensation

Flexible, Hybrid Work

30 days Annual Leave + Public Holidays

Life Insurance

Medical Insurance for Employee and Fam

Study Support

Employee Stock Purchase Plan

Job summary

Invesco in India seeks a CA Representative to analyze, process, and resolve client requests across multiple systems in line with procedures. You will research accounts, ensure accuracy, and communicate effectively with internal teams to uphold service standards.

The role requires 1–2 years in financial services or a similar environment, with strong analytical, numerical, and problem-solving skills, and the ability to work under pressure in a collaborative team.

Qualifications

Mutual fund industry knowledge expected; familiar with mutual fund terminology.
Financial services knowledge required.
1–2 years of work experience in a similar industry, customer service, or transaction processing.

Responsibilities

Analyze, research, and process client requests across multiple systems to ensure accuracy and timely completion.
Evaluate inquiries, exceptions, and issues to determine priority and resolution.
Conduct account research and coordinate with internal teams to resolve requests within service standards.

Skills

Strong communication

Attention to detail

Analytical skills

Problem solving

Teamwork

Ability to work under pressure

Education

Postgraduate degree or MBA in Finance

Minimum 50% CGPA throughout studies

Tools

Windows OS basics

Microsoft Office

Job description

CA Representative

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

Your Role

Analyze, research, and process client requests in accordance with established procedures, utilizing internal resources and multiple systems to ensure accuracy, quality, and timely completion of work.
Evaluate inquiries, exceptions, rejected transactions, and service-related issues to determine priority, urgency, and appropriate resolution while exercising sound judgment and decision-making.
Conduct account research, process financial and non-financial transactions, and coordinate with internal teams as needed to resolve requests accurately and within established service standards.
Assess client requests, interpret procedural guidelines, and determine appropriate processing actions while ensuring adherence to departmental policies, controls, and service standards.
Take ownership and accountability for assigned work, proactively escalating critical issues, risks, or concerns when appropriate.
Monitor and maintain quality, productivity, efficiency, and turnaround standards established by the department, while continuously incorporating feedback to improve performance and reduce errors.
Document inquiries, complaints, resolutions, and communication activities accurately and thoroughly in accordance with recordkeeping and compliance requirements.
Initiate outbound communications, where required, to obtain information, clarify requests, or facilitate issue resolution, ensuring all interactions are appropriately documented.
Contribute to team goals, operational excellence initiatives, process improvements, daily team forums, and departmental projects that enhance service delivery and efficiency.
Maintain and enhance subject matter expertise through ongoing learning, training, and cross-skilling opportunities to support evolving business and client needs.
Collaborate effectively with team members, management, trainers, coordinators, onshore partners, and other business areas to support operational objectives and deliver a high-quality client experience.
Perform other duties and responsibilities as assigned.

What we look for

Basic understanding of the mutual fund industry and mutual fund terminology.
Financial services knowledge.
1-2 years of work experience from a similar industry, customer service environment, or transaction processing.

Skills

Strong communication skills.
Ability to grasp new concepts quickly and take ownership of self-development.
Ability to contribute to team and process improvement initiatives, including daily MDIs and departmental projects.
Experience handling customer requests and processing financial and non-financial transactions on behalf of internal clients.
Ability to make quick decisions, establish priorities, and focus on detailed information under pressure.
Strong reasoning and problem-solving skills.
Ability to learn from feedback and apply new learning to improve work quality and reduce errors.
Ability to follow departmental policies and procedures as updated from time to time.
Ability to work effectively independently in a team environment with minimal supervision.
Ability to manage multiple priorities and deliver high-quality work within established deadlines.
Proficiency with keyboarding and computer fundamentals in a Windows environment.
Basic mathematical skills.

Academic Requirements

Postgraduate degree or MBA in Finance preferred.
Minimum 50% or equivalent CGPA/CQPI throughout 10th, 12th or Diploma, and undergraduate studies.

The above information is intended to describe the general nature and level of work performed by employees in this role. It is not intended to be a comprehensive inventory of all duties, responsibilities, or qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Workplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office.

Why Invesco

In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other’s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally.

We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs).

What’s in it for you?

As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world.

Benefit policy includes but not limited to: