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.
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Job Description
Please use the template below to create a Job Posting for your Requisition. Review the Career Track / Level Criteria at the bottom of this template and ensure the job posting matches accordingly.
Your Role
- Assist the Dept. Manager in accomplishing Department Goals by accepting Ownership of the existing/ new Projects.
- The candidate will focus on developing, managing and executing operational processes and tasks in support of Client Reporting for Invesco s Institutional/ Retail Clients by being responsible for the administration of defined portfolios.
- The individual will have tactical responsibilities for various client reporting projects and need to facilitate and build working relationships with internal distribution teams.
You Will Be Responsible For:
- Oversee the Client reporting function in HYD, vis- -vis preparation of Daily, Weekly, and Monthly & Quarterly Client Reports by coordinating the information from various applications/ teams and further ensure accurate Client Reports are distributed within prescribed deadlines.
- Build and maintain excellent relationship with stakeholders from Marketing, Investment and Investment Services functions
- Determine, Report and seek approval for staffing requirements in a timely manner.
- Participate and contribute in Dept. level meetings.
- Steer the efforts of the teams (across department as assigned) in achieving the intended / deliberated objectives and initiatives of the department
- Maintains 100% accuracy and Turn around times as determined across all the teams within Client Reporting or as assigned within the department
- Provide management view into process changes/automations resulting in increased measurable results along with key metrics which impact the operations.
- Identify and strive towards mitigating the risks in the current & potential future projects.
- Identify successors at various levels in the team, provide direction and commit to their development and ensure the teams are engaged and motivated all the times.
- Strives to create & maintain an environment which enables team members to give recommendations on any process/ non-process practices.
- Foster a culture of questioning and enable the team members to challenge the status quo and come up with innovative ideas.
- Ensure that the BIA documents are updated regularly and well prepared for any BCP event
- Direct the Team Leads in conducting annual performance and development reviews.
- Ensure that all the queries are duly attended and Manager is kept informed of significant issues.
The Experience You Bring:
- 12+ years experience in financial services domain, preferably in Asset Management/ Investment Banking industry, with 5-7 years experience in leading Client Reporting teams
- PMP Certification and project management experience would be an added advantage
- Understanding of various client communications and structure is preferred
- Understanding of Performance Calculations, with exposure to Investment Accounting.
Why Invesco
What s in it for you?
Our benefit policy includes but not limited to:
- Competitive Compensation
- Flexible, Hybrid Work
- 30 days Annual Leave + Public Holidays
- Life Insurance
- Retirement Planning
- Group Personal Accident Insurance
- Medical Insurance for Employee and Family
- Annual Health Check-up
- 26 weeks Maternity Leave
- Paternal Leave
- Adoption Leave
- Near site Childcare Facility
- Employee Assistance Program
- Study Support
- Employee Stock Purchase Plan
- ESG Commitments and Goals
- Business Resource Groups
- Career Development Programs
- Mentoring Programs
- Invesco Cares
- Dress for your Day