Senior Principal, Bank Loan Securities

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

The Senior Principal will serve as a highly experienced subject matter expert in Bank Loan and Private Credit markets, providing strategic leadership and technical expertise across large-scale transformation initiatives. This role is a senior individual contributor position requiring deep knowledge of bank loan instruments, market infrastructure, and regulatory frameworks. The Senior Principal will drive operational excellence, process optimization, and best practice adoption while collaborating with internal and external stakeholders to ensure superior service delivery and risk mitigation.

You Will Be Responsible For:

• Lead and influence large-scale transformation projects within Bank Loan Services, ensuring alignment with organizational goals and industry best practices.

• Develop and implement Key Risk Indicators (KRIs) and Key Performance Indicators (KPIs) to monitor operational health and performance.

• Champion continuous improvement initiatives and automation strategies to enhance efficiency and reduce operational risk.

• Maintain deep understanding of Private Credit and Bank Loan markets, including CLO structures, trade settlement, and lifecycle management.

• Act as a senior escalation point for complex issues such as restructurings, corporate actions, and new fund launches.

• Oversee communications and coordination with trustees, agent banks, custodians, and other third‑party providers.

• Ensure robust internal controls and compliance with regulatory requirements.

• Conduct process reviews and recommend enhancements to achieve best practice standards.

• Design and implement solutions for new products in collaboration with FO, MO, technology teams and other stakeholders as necessary.

• Lead audit processes across multiple fund structures with internal and external auditors.

• Serve as a trusted advisor and mentor, providing training and guidance to team members and leadership as needed.

• Build and maintain strong relationships with internal stakeholders (Front Office, MO, Global Operations, Risk, Legal, Fund Accounting) and external partners.

• Represent Bank Loan Services in committees, service meetings, and industry forums.

• Minimum 15 years of experience in investment industry with a focus on Private Credit and Bank Loan markets.

• Proven track record of leading complex projects and transformation initiatives.

• Extensive knowledge of trustee, agent bank, and custodian operations.

• Familiarity with Wall Street Office Suite, Everest, and S&P Global industry tools/apps, and rating agency platforms (S&P, Moody’s).

• Strong understanding of automation tools and data analytics for process improvement.

• Exceptional leadership and strategic thinking skills.

• Excellent communication and interpersonal skills for engaging stakeholders at all levels.

• BA/BS – Finance/Accounting preferred

The salary range for this position in Downers Grove is $160,000 - $185,000/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.

Full Time

Job Exempt:
Yes

Workplace Model:
As of October 1, 2025, employees must spend at least four full days each week working in 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 U.S. state and federal laws governing non‑discrimination in employment.