Advanced Principal, Portfolio Services

Invesco Real Estate; Atlanta (GA); On-site; USD 140,000 - 190,000; 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

Job summary

Invesco Real Estate is seeking an Advanced Principal for Portfolio Services in Atlanta. You will provide subject matter expertise, lead cross-region initiatives, and drive global research and implementation of new business requirements across IDS functions, while mentoring teams worldwide.

The role requires deep investment management knowledge, strong relationship skills with stakeholders, and experience with industry tools like Charles River and Aladdin.

Qualifications

• Minimum 6–8 years industry experience in an Investment Management firm.
• Excellent knowledge of investment products globally required.
• Strong understanding of end-to-end investment services processes.
• Experience with third-party middle office and custody providers preferred.
• University degree in Finance or business; MBA is an asset; CFA/CMA designation an asset.

Responsibilities

• Provide SME leadership to address cross-region, cross-functional, and cross-vendor business concerns.
• Own critical production issues and ensure accurate, efficient resolution.
• Lead research, analysis, implementation, documentation and training of new business requirements globally across IDS functions.
• Develop & execute team plans, including priorities and budgets.
• Mentor Analysts and Administrators across the global team and foster cross-location collaboration.

Skills

Investment product knowledge

Problem solving

Stakeholder management

Cross-functional leadership

Project management

Education

Finance or business degree

MBA asset

Tools

Charles River

Aladdin

Job description

## Advanced Principal, Portfolio ServicesApplylocations: Atlanta, Georgiatime type: Full timeposted on: Posted Todayjob requisition id: R-14595# **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?**Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:* 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****You will be responsible for:*** 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 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.The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and 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.Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.