UK Transfer Agency Oversight Officer
Job Type
Job Details
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 DescriptionCompany-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
Your role :
The key focus of the role is to support the TA Oversight 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
What you will be doing:
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 will bring:
Experience within the Fund Management industry preferable.
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.
Relevant business qualification or IOC preferred
Effective communication and influencing skills at all levels both internally and externally.
Relationship building skills with varying levels and with external clients.
Attention to detail, while appreciating the bigger picture.
Organisational skills and ability to prioritise own workload.
Self-motivated, organised and flexible to new ideas.
Results focused ensuring client’s needs are met professionally and in a timely manner.
Flexibility and willing to travel when required.
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.
Disability Confident Scheme
Applicants who opt in to the Disability Confident Scheme and meet the ‘minimum criteria’ for the role will be offered an interview. We are committed to providing an inclusive recruitment process for all candidates who make an application. By opting-in to this scheme, applicants will be disclosing that they have a disability solely for the purpose of the Disability Confident Scheme.
The Disability Confident Scheme only guarantees an interview – it does not automatically mean that applicants interviewed will gain employment with Invesco at that time.
To apply through the Disability Confident Scheme, you’ll need to firstly ensure you have applied for the role via our external careers page. Following this, you’ll need to email us at EMEA-TalentAcquisition@invesco.com confirming your wish to opt-in, alongside your contact details and the title of the role you wish to apply for.
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 (for example; breaks during your interview, remote interviews, additional time for assessments or other required adjustments)
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. We serve our clients in this space as a trusted partner both on specific responsible investment product strategies as well as part of our commitment to deliver a superior investment experience.
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. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired. When we do use agencies, we have a PSL in place, so please do not contact hiring managers directly.
Regulatory:
This position may fall in-scope of one or multiple regimes/directives.