Senior Principal, Global Portfolio Services

Invesco; Atlanta (GA); On-site; USD 120,000 - 170,000; Full time

Job summary

Invesco is seeking an experienced professional to lead cross-functional projects and provide subject matter expertise across global teams. You will own critical production issues, guide day-to-day operations, and build strong relationships with Investments, Compliance, and service providers to address cash-related concerns.

The role requires deep knowledge of end-to-end investment services processes, prior experience with tools like Charles River or Aladdin, and the ability to drive continuous

Qualifications

• Minimum 6-8 years industry experience in an Investment Management firm.
• Excellent knowledge of investment products globally is required.
• Proven ability to identify and resolve complex, multi-dimensional business problems by applying broad functional and process knowledge.
• 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.
• Previous knowledge and work experience with business applications such as Charles River, Aladdin is required.
• MBA an asset
• Certify Financial Analyst (CFA) or Professional accounting designation (CMA, CGA, CA, CPA) an asset

Responsibilities

• 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

Job description

Invesco is seeking an experienced professional to lead cross-functional projects and provide subject matter expertise across global teams. You will own critical production issues, guide day-to-day operations, and build strong relationships with Investments, Compliance, and service providers to address cash-related concerns.

The role requires deep knowledge of end-to-end investment services processes, prior experience with tools like Charles River or Aladdin, and the ability to drive continuous