Account Onboarding Manager (14 Months - Fixed Term Contract)

Invesco

Henley, United Kingdom
Hybrid
Account onboarding
Client change management
Institutional client onboarding
To maintain the highest standard of account onboarding and client change management for Invesco’s clients to contribute towards delivering a superior investment experience to our clients

Job Summary

  • To maintain the highest standard of account onboarding and client change management for Invesco’s clients to contribute towards delivering a superior investment experience to our clients.
  • Collaborating closely with clients, consultants, custodians, transition managers, and key internal partners to ensure the effective coordination of onboarding new institutional clients within EMEA and globally managed mandates.
  • We have an outstanding benefits package which includes: Company-provided healthcare, a generous annual leave allowance, flexible working options, including hybrid working arrangements, generous pension provisions, income protection, health and wellness benefits, volunteering days, enhanced parental leave, and life insurance.

Matching Summary

To maintain the highest standard of account onboarding and client change management for Invesco’s clients to contribute towards delivering a superior investment experience to our clients.

Skills & Requirements

Must-have

  • Account onboarding
  • Client change management
  • Institutional client onboarding
  • Asset management industry experience
  • Liaising with internal departments

Nice-to-have

  • Proactive attitude towards change
  • Ability to work under pressure
  • Keen eye for accuracy and detail
  • Understanding of trade life cycle
  • Knowledge of investment functions

Key Requirements

  • Proven experience in asset management
  • Transitions/Onboarding/Operations experience desirable
  • Relevant industry examination (IAQ and IMC)
  • Understanding of asset management industry
  • Knowledge of trade life cycle
  • Knowledge of investment functions
  • Knowledge of operations
  • Knowledge of custodians and fund accountants

Work Rights

Not specified

Tailored Resume

Cover Letter