Senior Portfolio Services Leader - Global Operations

Invesco UK

Atlanta (GA)

Hybrid

USD 120,000 - 160,000

Full time

6 days ago
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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

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.

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