As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. 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, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

Who we are

With over $2 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. If you're looking for challenging work, thoughtful colleagues, and a global employer with social values, explore your potential at Invesco.

Your Team

Under the Supervision of Manager, the Assistant Manager is responsible for managing the day-to-day planning, operation and problem solving so that the team delivers the highest level of excellent services along with ensuring the accurate and timely processing of trades, maintaining data integrity, and supporting operational workflows across fixed income and equity SMA portfolios.

The Assistant Manager is responsible for the Team’s Performance and assures us that the Team functions in accordance with the SMA guidelines.

Your Role

• Assign, Monitor, Validate & Execute trade activity across Fixed Income SMAs & Equity, including corporate bonds, municipals, treasuries, and structured products.
• Assign work to the associates and senior associates and facilitate clearance of the workflow in a timely and accurate manner.
• Ensure the necessary data is prepared/updated in IDS Dashboards used by the Top Management.
• Proactively contribute ideas and participate in continuous improvement initiatives.
• Monitor and report the cash and position discrepancies in a timely manner to the trading desk.
• Research/Resolve of various corporate actions discrepancies like stock split, Refunding, spin-off, bonus etc.
• Identify & resolve individual account discrepancies accurately and efficiently, to ensure systems are ready for trading.
• Ensure all the transitions run smoothly by coordinating with the Onsite team.
• Ensure the process procedures are reviewed & up to date on a quarterly basis.
• Proactively identify potential operational risks, suggest mitigation strategy to manager and lead the implementation of the agreed upon mitigation strategy.
• Review and Ensure all the e-mails in the Global mailbox were handled correctly and accurately. 
• Responsible for helping/Guiding the team members to prioritize the work and to do the Job on their own.
• Foster a communicative and collaborative team environment.
• Demonstrate visibility and leadership in process management and team building.
• Must be willing to work full-time night shifts to support global operations - USA.
• Flexibility to provide support during overtime and off-hours as business needs arise.
• Ensure smart controls are in place for all activities (existing & new) to have 100% accuracy. Ensure process documents are up-to-date and get the sign off as when required
• Ensure effective and updated DR plans (BIA & BCP plan) in place and test regularly.
• Communicate with Traders, Client Service teams, Brokers, and Custodians to investigate and resolve trade-related queries through Calling them proactively.  
• Ensure all the SMA activities are processed & delivered accurately in a timely manner.
• Handling escalations on a proactive basis in Reconciliation and Trade Support areas and to ensure to resolve them at earliest and form guardrails.  
• Responsible for helping the team members to prioritize the work and ensure seamless service delivery daily.
• Conduct weekly team meetings to discuss updates, statistics, and other information.
• Monitor workflow and productivity for respective group members and take appropriate action to ensure targeted levels of production.
• Participate and exchange information in regular meetings / conference calls with onsite Team, Vendors and other Teams in the company to discuss process related items
• Monitor attendance and manage leaves.
• Report to the Manager at regular intervals on the status of deliverables and through proper intervention, take corrective action whenever required.
• Manage the output of reportees ensuring qualitative, timely output and managing performance related appraisals and issues under direct supervision from the reporting Manager.

The Experience You Bring

• 10+ Years Investment Operations Industry Experience
• Excellent Knowledge of Global Investment Products is required
   
• Strong understanding of SMA processes and the full trade lifecycle.

• Proven Team player and Team leader with excellent interpersonal skills.
• Open-minded, flexible, and willing to listen to other people’s opinions.
• Excellent Understanding of Quality and process improvement concepts
• Excellent analytical and numerical skills.
• Strong oral and written communication skills.
• Proficiency in MS Excel, and other MS Office tools.

Academic requirements       

• MBA or any other Professional qualification with Finance as Major Specialization.

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. 

Why Invesco

In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other’s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally. 

We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs).  

What’s in it for you? 

As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world. 

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 

In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence. 

To know more about us 

About Invesco: https://www.invesco.com/corporate/en/home.html 

About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html 

About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html 

About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html 

Apply for the role @ Invesco Careers: https://careers.invesco.com/india/