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
Your Role
Under general supervision the Support Analyst is required to support Portfolio Operations in a variety of processes. This individual will develop a level of knowledge within the team enabling them to form partnerships with all key business areas and functions. The incumbent will be responsible for transition related tasks, and custodian performance monitoring and review, liaising with Compliance, Legal, Investment Centers, third parties and regulators. Build an awareness of the surrounding industry infrastructure, technologies and regulatory environment. Develop an understanding of downstream process flows and impacts. The incumbent will also represent the department in a professional manner internally and externally.
You will be responsible for:
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Support transition activities including account onboarding/closing, and new broker requests and approvals and in-specie transitions.
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Provide MIS metrics and custodian performance analysis for distribution to key internal and external
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stakeholders.
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Participate in projects and initiatives impacting Global Portfolio Services.
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Business support oversight, monitoring and review of delegated reporting activities provided by external Partners.
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Build and maintain a general knowledge and understanding of other Portfolio Services activities.
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Participate in the Continuous Improvement (CI) culture within Invesco.
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Have or acquire sufficient knowledge of international AML/KYC/CDD requirements to successfully establish and maintain bank accounts in various regions. This would include providing requested documents such as formation documents for the entity opening the account.
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Research, analyze SEC Edgar to support market documentation for sub custodian support.
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Prepare supporting documentation for market openings such as Power of Attorney’s, Authorized Signers Lists
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Support Regulatory Reporting for compliance related operational activities.
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Maintain the operational support for the Securities Lending Programs, including the reporting material and annual renewal process.
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Maintain the operational support for the Affiliated Broker Programs, including the reporting material.
The experience you bring:
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Bachelor’s degree in Business, Economics, Finance or a related field.
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5 - 7 years’ experience within the securities / investment industry or similar environment is desirable
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A general understanding of the financial markets.
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Ability to analyze data making sound judgments and proposed resolution steps in respect of any issues arising.
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Self-motivation to further enhance skills and financial and product knowledge.
Full Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
NoWorkplace 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 three days a week, with two days working outside an Invesco office.
Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:
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Flexible paid time off
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Hybrid work schedule
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401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
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Health & wellbeing benefits
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Parental Leave benefits
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Employee stock purchase plan
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
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 U.S. state and federal laws governing non-discrimination in employment.
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.
