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
Key Responsibilities / Duties
- Supervise 5 institutional reporting staff and 3 ITM reporting staff and manage/maintain the teams effectively
- Monitor report producing/reviewing process (including processes which are offshored/ outsourced) ,and review the process constantly
- Run/Participate client reporting related local/regional/global projects
- Resolve issues relating to the team/staff and the reports, reports to management team
- Communicate with local stakeholders (Sales/Investment/Products/IT etc.) and the overseas client reporting team/relevant IT team
Work Experience / Knowledge / Education / Formal Qualifications
Work Experience / Knowledge:
- Work experience in institutional client reporting (especially public pension and financial institution) and retail fund reporting
- Work experience in managing reporting team
- Broad knowledge in various investment products (equity, fixed income, alternatives)
- Broad knowledge in accounting (both SA and ITM), performance/ attribution
Formal Education:
- University graduate or above
License / Registration / Certification:
- CFA, CMA or similar certification is preferable
Skills / Other Personal Attributes
- Fluent in English speaking (mandatory)
- Good management skill
Full Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
YesWorkplace Model
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 four days a week, with one day working outside an Invesco office.
Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable local laws governing non-discrimination in employment.
Personal data provided by job applicants will be used strictly in accordance with our personal data policy and for recruitment purposes only. Candidates not notified within twelve weeks may consider their application unsuccessful. All related information will be kept in our file for future recruitment purposes. When there are vacancies in our subsidiary or associate companies, we may transfer the application to them for consideration of employment. Under the Personal Data (Privacy) Ordinance, job applicants have a right to request access to, and to request correction of, Personal Data in relation to the application. If job applicants wish to exercise these rights, they should contact the Human Resources department.
What We Do
intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help our customers thrive and grow. Our solutions support over 30,000 financial professionals worldwide, representing over three million end-investors, with over $1 trillion (US) advised across our platforms.
intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry with $1.6tr AUM. Whilst intelliflo remains independent in operations to Invesco, we draw from its strengths. After bringing together Invesco’s digital advisory solutions under our global intelliflo brand in March 2021, we continue to remain dedicated to powering the entire advisory lifecycle through our range of open architecture solutions, as the global leader in financial advice technology.
Digitization is transforming wealth management. Invesco is committed to creating commercial software that allows advisors, institutions, and investors, to unlock technology-enabled possibilities. intelliflo is a key part of Invesco’s ambition to build the future of wealth management.
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