Advanced Principal, Portfolio Services

Invesco UK; Atlanta (GA); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(K) matching up to 6%

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Job summary

Invesco seeks an experienced professional to lead portfolio services operations with a global scope. You will own critical production issues, provide SME guidance, and coordinate cross-region projects across Investments, Compliance, and service providers globally.

You will mentor analysts, drive continuous improvement, and ensure standardized processes while aligning with regional needs and regulatory requirements.

Qualifications

• 6–8 years of industry experience in an investment management firm.
• Excellent knowledge of investment products globally is required.
• Understanding of internal and industry standards and principles.
• Experience with Charles River and Aladdin is preferred.
• Strong end-to-end investment services process knowledge including trade, settlement and fund accounting.

Responsibilities

• Provide SME leadership to address cross-region, cross-functional, and cross-vendor concerns.
• Own critical production issues and ensure resolution accuracy and speed.
• Escalation point for production issues and guidance to colleagues.
• Lead research, analysis, and implementation of new business requirements globally.
• Mentor Analysts and Administrators across the global team.

Skills

Investment knowledge

Cross-functional collaboration

Stakeholder management

Leadership

Problem solving

Education

University degree in Finance or Business

MBA (asset)

CFA or CMA/CGA/CA/CPA (asset)

Tools

Charles River

Aladdin

Job description

About Invesco

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.

What's in it for you?

• Flexible paid time off
• Hybrid work schedule
• 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
• Health & wellbeing benefits
• Parental Leave benefits
• Employee stock purchase plan

Job Description

• 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.
• Act as the subject matter expert and the escalation point for production issues.
• 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 (such as 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 the research, analysis, implementation, documentation and training of new business requirements/projects (e.g. 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.
• 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.

The Experience you Brings

• Minimum 6-8 years 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 required.
• Must have a 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.
• 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.
• Certify Financial Analyst (CFA) or Professional accounting designation (CMA, CGA, CA, CPA) an asset.

Full Time / Part Time

• Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which