Account Onboarding Manager - Fixed Term Contract
Apply locations: Henley-on-Thames, Oxfordshire
Time type: Full time
Posted on: Posted 30+ Days Ago
Job requisition id: R-8615
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 generous 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
Our Client Onboarding team maintains the highest standard of account onboarding and client change management for Invesco’s clients to contribute towards delivering a superior investment experience to our clients.
What we are looking for:
* Collaborate closely with clients, consultants, custodians, transition managers, and key internal partners to ensure the effective coordination of onboarding new institutional clients (both segregated and investing into IVZ funds) within EMEA and globally managed mandates.
* Coordinate Client Change Management events, such as transitions between custodians/KVGs for EMEA and globally managed mandates.
* Manage the closure of institutional accounts within EMEA and globally managed mandates.
* Perform department-wide administrative roles as necessary (e.g., participating in the daily rota, managing the Broker Mailbox, maintaining schedules, writing weekly stakeholder meeting minutes).
* Identify and recommend/implement improvements in the above processes where possible.
What you can bring:
* Proven experience in the asset management industry.
* Transitions/Onboarding/Operations experience is desirable.
* Strong understanding and knowledge of the trade lifecycle and all investment functions (Legal, Compliance, Investment, Risk), Operations (Trade processing, Corporate Actions, Reconciliations) as well custodians and fund accountants.
* A relevant industry examination (IAQ and IMC).
* Ability to solve a wide range of complex problems and take a new perspective using existing solutions.
* Experience working on assignments of diverse scope and complexity, requiring initiative and independent judgment to determine the appropriate course of action within and outside established policies and procedures.
* Excellent interpersonal skills for liaising with internal departments.
* Excellent communication skills.
* Confidence to manage conference calls.
* A proactive attitude towards change and implementing new processes.
Full Time / Part Time
Full time
Worker Type
Fixed Term Employee (Fixed Term)
Job Exempt (Yes / No)
No
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.
We promote a working environment that welcomes everyone and creates inclusive teams, celebrates difference and encourages everyone to 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.
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.
Regulatory:
This position may fall in-scope of one or multiple regimes/directives.
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