Principal, Data Management

Invesco; Hyderabad; Hybrid; INR 2,500,000 - 4,500,000; Full time

Benefits offered by this job

Flexible, Hybrid Work

Life Insurance

Medical Insurance for Employee and Fam

Job summary

Invesco is seeking an experienced Portfolio Services professional to join the Investment & Distribution Services group. The role involves supporting global partners, coordinating research and implementation of new business requirements, and maintaining oversight of cash management and IBOR data integrity.

You will liaise with Investments, Compliance, and service providers, while driving continuous improvement and risk mitigation across the global IDS portfolio.

Qualifications

• Must have university degree in Finance or related field, MBA is a plus.
• Strong knowledge of investment products and end-to-end investment services.
• Experience communicating with global stakeholders and managing cross-functional teams.

Responsibilities

• Provide input on solutions for cross-region issues and production incidents.
• Coordinate research, analysis, and implementation of new business requirements globally.
• Develop and execute team plans aligning with business priorities.
• Maintain global support models while addressing regional needs.
• Document SOPs and cross-train the global team.

Skills

Customer focus

Communication skills

Cross-functional

Excel proficiency

Problem solving

Education

University degree in Finance or business

MBA an asset

Tools

Charles River

Aladdin

Job description

Job Purpose

Investment & Distribution Services (IDS) provides global, end‑to‑end trade processing, portfolio operations, data management, and reconciliation to support Invesco’s investment activities. The group’s mission is to deliver high‑quality service through disciplined operations, provide responsive support for the investment process and new products/instruments, adapt to evolving economic, regulatory, and risk environments, and ensure the delivery of high‑quality data aligned with SMART data principles.

Within IDS, the Portfolio Services function operates on a follow‑the‑sun model, delivering 6x24 global support to business partners. The team serves as the first line of support, connecting stakeholders with IDS Service Delivery, facilitating the resolution of complex, cross‑region, cross‑team, and cross‑vendor issues, and overseeing Cash Management Services while providing insights into the integrity of the Investment Book of Record (IBOR) related business data.

Key Responsibilities / Duties

• Provide support and input on solutions and recommendations to address complex, cross‑region, cross‑functional, and cross‑vendor business concerns. Assist in the resolution of critical production issues, ensuring accuracy and efficiency.
• Provide support and guidance to colleagues in day‑to‑day operations and production support tasks when called upon.
• 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.
• Support and coordinate the research, analysis, implementation, documentation and training of new business requirements/projects (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.
• Collaborate with project team members across functions and locations, contributing to a positive and supportive project environment to help achieve team objectives.
• 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 the 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).
• Proactively identify potential operational risks, suggest mitigation strategies and lead implementation of the agreed‑upon mitigation strategy.

Work Experience / Knowledge

• Overall, 10‑12 years and a minimum 3‑5 years of 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 preferred.
• Must have a basic 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 a plus.
• Ability to maintain a big‑picture perspective and develop a deep knowledge of data, processes, and business flows across systems.

Skills / Other Personal Attributes Required

• Customer focus with a keen interest in providing superb service to clients.
• Excellent written and verbal communication, as well as strong interpersonal and conflict resolution skills.
• Experience in communicating and facilitating with all levels within a global organization is required.
• 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.
• 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

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

Employment Terms

• Full Time
• Employee
• Job Exempt: No
• Workplace Model: At least three days a week in the designated office, with two days working outside an Invesco office.

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
• Invesco Cares

Equal Opportunity 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.