Principal, Portfolio Services

Invesco; Atlanta (GA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Flexible PTO

Hybrid work schedule

401(k) matching

Health benefits

Parental Leave

Employee stock purchase plan

Job summary

Invesco is seeking an Investment Operations professional to provide input on complex cross-region initiatives, resolve production issues, and support global projects across IDS Portfolio Services. You will build relationships with Investments, Compliance and service providers and help implement new instruments and regulatory changes.

The role requires 3–5 years in investment management, deep knowledge of investment products, and familiarity with tools like Charles River and Aladdin.

Qualifications

• 3–5 years of industry experience in investment management.
• Broad knowledge of global investment products.
• Understanding of end-to-end investment services processes including trade entry, settlement, valuation, cash management and fund accounting.
• Experience with third-party middle office or custody providers is a plus.
• MBA or related advanced degree is an asset.

Responsibilities

• Provide input on solutions to address cross-region, cross-functional, and cross-vendor business concerns and assist in resolving production issues.
• Provide support and guidance to colleagues in day-to-day operations and production tasks.
• Liaise with key stakeholders (Investments, Compliance, Service Providers) and global teams on cash-related concerns.
• Research, document, and implement new business requirements across IDS global functions.
• Develop and execute team plans aligning business, production and organizational priorities.
• Represent IDS Portfolio Services as a subject matter expert in cross-functional projects.
• Lead discussions to build consensus with win-win outcomes.
• Refine a global support and oversight model addressing regional needs.
• Document SOPs and ensure cross-training across the global team.
• Conduct independent research and analysis of financial statements and processes.

Skills

Investment products knowledge

Problem solving

Stakeholder management

Cross-functional collaboration

Education

Finance or business degree

CFA/CMA/CPA asset

Tools

Charles River

Aladdin

Job description

About InvescoAs 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

You will Be Responsible For:

• 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. Contribute to subject matter expertise development and support escalation processes as required.
• 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 (such as 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 (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
• 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 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

The Experience you brings:

• Minimum 3-5 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 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
• 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

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.