Situation Vacant – Client Operations Analyst

Invesco is driven by a pure focus on investment. It’s all we do. We focus on doing work that matters and being a firm that gives a voice to every employee. In fact, we make a promise to our clients and each other to create greater possibilities together. We’re looking for people who have fresh perspectives. Who can come together to share ideas, listen and challenge each other to achieve better solutions for our clients.

Your team

EMEA Global Distribution Services (GDS) is a sub-department of Investment Services and carries out the Onboarding and Termination of Clients and Client Reporting activities. The department is split into four main teams:

• The EMEA GDS Account Onboarding Team is responsible for the Onboarding, Change Management and Termination activities covering clients that invest with one of our EMEA domiciled investment teams. For all event types we are the central point of contact for the client, as well as all internal stakeholders. The team support a wide range of products, as well as segregated mandates.
• The EMEA GDS Retail Client and Product Reporting Team delivers reporting on Invesco’s retail products to clients and platforms across EMEA. This includes factsheets and KIIDs, as well as standardised and customised client and platform reporting.
• The EMEA GDS Institutional Reporting Team delivers reporting for Invesco’s Institutional clients across EMEA. This includes monthly and quarterly reporting, as well as any adhoc client reporting requests and ESG reporting. The team also look after query management, primarily for the UK. The Automation Team review bespoke reporting across GDS globally, and investigate opportunities for automation.
• The EMEA GDS Regulatory Reporting Team is responsible for the production and dissemination of reports to fulfil some EMEA regulatory obligations pertaining to Invesco or its clients, and covers both pooled funds and segregated mandates. To cater for the variety of reports produced, the team operates with the support of several solution providers that necessitate an appropriate level of oversight.

Your role 

We’re searching for our next Client Operations Analyst.  This new implemented, standalone role provides the right individual with an opportunity to leverage their extensive Investment Services and Operations experience in providing clients and internal partners optimal operational solutions.
You will be responsible for managing and overseeing a client’s operational workflow within Invesco’s investment services processes that will ultimately help build our aim to be the most Client centric organisation in the industry, strengthening and expanding our client relationships.

You will serve as the client service operational contact for institutions in addition to working closely with Relationship Managers, and Consultant Relations. The individual will be assigned a group of key clients liaising between the client, distribution and operations ensuring the delivery of a superior client experience, reviewing complex processes and coming up with solutions working with the relevant internal teams while working on daily operational queries/requests and attending client calls/ meetings as required.

Sound interesting?  

You’ll need Client Servicing experience with direct client contact and an understanding of the operational set up across an Asset Management business. You will need detailed understanding and proven experience in investment operations, retail and institutional distribution channels, regulatory issues and systems. You should have the ability to conduct complex analysis and present data in a meaningful way, demonstrated track record of reviewing processes and making enhancements, and experience working through complex project requirements with internal partners. You must have an understanding of the business risks and sound working knowledge of robust operating procedures and controls.

For details and to apply click here