Principal, Portfolio Services

1110 Invesco Group Services, INC.; Atlanta (GA); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(k) matching 100% up to the first 6

Health and wellbeing benefits

Parental leave benefits

Employee stock purchase plan

Job summary

Invesco seeks a Senior Operations Analyst to provide expert support and address complex, cross-region and cross-vendor business concerns, collaborating across functions and locations.

You will help resolve critical production issues, develop subject-matter expertise, and guide escalation processes while building strong relationships with investments, compliance and service providers worldwide.

Qualifications

• 3–5 years of industry experience in an investment management firm.
• Excellent knowledge of investment products globally.
• 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.

Responsibilities

• Provide cross-region and cross-vendor input to address complex business concerns.
• Assist in resolving critical production issues with accuracy and efficiency.
• Contribute to SME development and support escalation processes as required.
• Provide guidance to colleagues in day-to-day operations and production support tasks.
• Liaise with stakeholders such as investments, compliance and service providers across IDS global functions.

Skills

Investment products knowledge

Problem solving

Cross-functional collaboration

Vendor management

Charles River

Aladdin

End-to-end investment services

Big-picture thinking

Education

University degree in finance or business

MBA

CFA/CPA/CMA/CGMA

Tools

Charles River

Aladdin

Job description

Job Description

In this role you will support and provide expertise to address complex, cross-region and cross-vendor business concerns, resolve critical production issues, and collaborate across functions and locations.

Responsibilities

• 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 and service providers, 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 globally across multiple IDS global functions and service providers.
• Develop and 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.
• Proactively contribute ideas, research and recommend continuous improvement opportunities such as streamline / automate daily operations processes.
• Proactively identify potential operational risks, suggest mitigation strategies and lead implementation of the agreed-upon mitigation strategy.

Qualifications

• Minimum 3-5 years of industry experience in an investment management firm.
• Excellent knowledge of investment products globally.
• 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 and 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 deep knowledge of data, processes and business flows across systems.
• University degree in finance or a business-related area of concentration (or equivalent combination of education, training, experience).
• MBA is an asset.
• Licenses/registrations/certifications: CFA or a professional accounting designation (CMA, CGA, CA, CPA) is an asset.

Employment Details

Full-time, exempt employee. Workplace model requires spending at least four full days each week in an Invesco office.

Benefits

• Flexible paid time off
• Hybrid work schedule
• 401(k) matching 100% up to the first 6% with discretionary supplemental contribution
• Health and wellbeing benefits
• Parental leave benefits
• Employee stock purchase plan

Equal Opportunity Statement

Invesco is 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.