Principal, Portfolio Services

About Invesco

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.

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:

• Flexible paid time off

• Hybrid work schedule

• 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution

• Health & wellbeing benefits

• Parental Leave benefits

• Employee stock purchase plan

You will Be Responsible For:

• Provide support and input on solutions and recommendations to address complex, cross-region, cross-functional, and cross-vendor business concerns. Assist in the resolution of critical production issues, ensuring accuracy and efficiency. Contribute to subject matter expertise development and support escalation processes as required.
• Provide support and guidance to colleagues in day-to-day operations and production support tasks when called upon
• Liaise and build strong business relationships with key stakeholders such as Investments, Compliance, Service Providers (such as Custodians, Fund Accounting Agents, Transfer Agents, Outsourcing Vendors, etc.) and global business areas within Invesco requiring support on cash-related concerns
• Support and coordinate the research, analysis, implementation, documentation and training of new business requirements/projects (e.g. new instruments, new/change regulatory requirements, new systems implementation) globally across multiple IDS global functions, service providers.
• Develop & execute team plans, including business, production and organizational priorities
• Contribute to business success by setting priorities, recommending resources, and developing policies aligned with the team’s goals and objectives
• Represent IDS Portfolio Services as a subject matter expert in cross-functional and global projects
• Facilitate discussions to build consensus and agreement with a win-win focus
• Collaborate with project team members across functions and locations, contributing to a positive and supportive project environment to help achieve team objectives
• Establish and continually refine a global support and oversight model, while ensuring unique regional business needs are addressed
• Ensure standard operating procedures are documented and cross-trained across global team
• Perform independent research, review and analysis of financial statements, organizational structure, business model, operational risks, performances, and securities / financial statements issued by organizations, as needed
• Proactively contribute ideas, research and recommend continuous improvement opportunities (e.g. streamline / automate daily operations processes)
• Proactively identify potential operational risks, suggest mitigation strategies and lead implementation of the agreed upon mitigation strategy

The Experience you brings:

• Minimum 3-5 years industry experience in an Investment Management firm.
• Excellent knowledge of investment products globally is required
• Comprehensive understanding of internal and industry standards and principles
• Proven ability to identify and resolve complex, multi-dimensional business problems by applying broad functional and process knowledge
• Previous knowledge and work experience with business applications such as Charles River, Aladdin is preferred
• Must have a basic understanding of end-to-end investment services processes, including trade entry, trade processing, settlement, valuation, cash management, corporate actions processing, and fund accounting
• Experience working with third-party middle office and custody providers is a plus
• Ability to maintain a big-picture perspective and develop a deep knowledge of data, processes, and business flows across systems
• Require a University degree in Finance or…