Situation Vacant – Transfer Agency Oversight Officer

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 could include:

  • 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

What we are we looking for:

The key focus of the role is to support the TA Operational team and to oversee the quality and timeliness of our Third Party Administrator (TPA).  To ensure that our TPA are performing to the agreed SLAs and KPIs, and are offering excellent client service to our Distribution Partners and their clients

  • To act as primary point of contact between Invesco and the TA for any technical or BAU issues, sign off authorisation and query resolution.
  • To monitor the overall performance against targets (SLAs and KPIs), standards and deadlines and ensure remedial action or escalation is taken as required.
  • To build an open and effective communication channel with both the TA and our internal business partners to ensure that the TA can meet both Invesco’s business needs and continue to deliver excellent client service.
  • To provide 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.
  • To ensure that all returns and statistics are completed and submitted within the UK regulatory timescales i.e. CMAR reporting, ISA 25 etc.
  • Ensure all activities are in line with Invesco’s Conduct principles.

What you can bring:

  • Experience within the Fund Management industry preferable.
  • Proficient in the use of PC software including Word/Excel.
  • Experience with outsourced administration, monitoring KPIs / 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.

For more details and to apply click here.


Leave a Comment

Want to join the discussion?
Feel free to contribute!

Leave a Reply

Your email address will not be published. Required fields are marked *