Senior Portfolio Services Specialist

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

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.