Job title: UK Transfer Agency Oversight Officer
Company: Invesco
Job description: As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!
Job Description
We have an outstanding benefits package which includes:
Company-provided healthcare
A competitive annual leave allowance
Flexible working options, including hybrid working arrangements
Generous pension provisions
Income protection
Health and wellness benefits
Volunteering days
Enhanced parental leave
Life insurance
Your role:
The key focus of the role is to support the Transfer Agency Operational team and to oversee the quality and timeliness of our Third Party Administrator (TPA), in order to ensure that our TPA are performing to the agreed SLAs and KPl’s, and are offering excellent client service to our Distribution Partners and their clients.
What we are we looking for:
Acting as primary point of contact between Invesco and the Transfer Agency (TA) for any technical or BAU issues, sign off authorisation and query resolution
Monitoring the overall performance against targets (SLAs and KPls), standards and deadlines and ensure remedial action or escalation is taken as required
Building an open and effective communication channel with both the TA and our internal business partners to ensure that the TA can meet both lnvesco’s business needs and continue to deliver excellent client service
Providing support, escalation route when necessary to manage and resolve any queries received from the TA and our internal business partners
Liaising with TPA and active participation with Invesco Project teams for product developments and business requirements
Ensuring that all returns and statistics are completed and submitted within the UK regulatory timescales i.e. CMAR reporting, ISA 25 etc.
What you can bring:
Experience within the Fund Management industry is preferable
Proficient in the use of Word / Excel
Experience with outsourced administration, monitoring KPls / SLAs and ensuring excellent client service to our distribution partners and their clients
In depth knowledge of ISA, ICVC and Investment Trust Regulations
A good knowledge of historical products and events
An understanding of both the key similarities and differences between the UK and cross border (EMEA) functions
Knowledge of how Invesco is organised, operates and an awareness of the external market in which the company is operating, including market trends and relevant initiatives by competitors
Relevant business qualification or IOC preferred
Effective communication and influencing skills at all levels both internally and externally
Strong relationship building skills with varying levels and with external clients
Ability to work under pressure
Excellent attention to detail, while appreciating the bigger picture
Excellent organisational skills and ability to prioritise own workload
Self-motivated, organised and flexible to new ideas
Results focused ensuring client’s needs are met professionally and in a timely manner
Strong problem solver and issue resolution skills
Ability to escalate issues when appropriate
Flexibility and willing to travel when required
Full Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
Yes
Workplace Model
At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office.
If this sounds like you, we’d love to hear from you! We want all of our candidates to shine during the application and selection process, so if you need any adjustments to be made, please send an e-mail to emea-talentacquisition@invesco.com. Please include your name, the job you are interested in, and the type of adjustment you need (for example; breaks during your interview, remote interviews, additional time for assessments or other required adjustments)
Equal Opportunities:
We are an equal opportunities employer. Our mission is to welcome everyone and create inclusive teams. We celebrate difference and encourage everyone to join us, and be themselves at work.
Our commitment to the community and environmental, social and governance investing:
We partner with charitable organisations globally to make an impact in the communities where we live and work. Our people are encouraged to support the charities they feel most passionate about. We are also committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific responsible investment product strategies as well as part of our commitment to deliver a superior investment experience.
Recruitment Agencies:
Invesco has an in-house recruitment team, which focuses on sourcing great candidates directly. Invesco will not accept unsolicited resumes from agency or search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired. When we do use agencies, we have a PSL in place, so please do not contact hiring managers directly.
Regulatory:
This position may fall in-scope of one or multiple regimes/directives.
Expected salary:
Location: Henley-on-Thames, Oxfordshire
Job date: Sat, 18 Nov 2023 05:45:15 GMT
