Ta Oversight

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:

We have an outstanding benefits package which could include:
Company-provided healthcare
A competitive annual leave allowance
Flexible working options, including hybrid working arrangements
Generous pension provisions
Income protection
Health and wellness benefits
Volunteering days
Enhanced parental leave
Life insurance
Your Team
Cross Border Transfer Agency Oversight team is based in Luxembourg and Dublin.

Vacancy is for a manager based in Luxembourg to work along side the manager based in Dublin, reporting to the head of TA Oversight Cross border.

Your Role

Deliver superior EMEA TA servicing through the oversight of TPAs performance in managing Cross Border funds through effective relationship management, adherence to agreed standards, and SLA's within a controlled and regulated environment.

You Will Be Responsible For:

To manage the day-to-day responsibilities of TA oversight team, manage regulatory & product developments/ changes ensuring TPAs adherence to regulatory and/or company standards and service levels (within the required timescale) and that Invesco continues to deliver an excellent level of customer service.

Create excellent relationships/rapports with TPA's, Service Providers and key business partners ensuring a collaborative and effective business model. Manage relations with TPAs, service providers, internal stakeholders & local offices to ensure excellent service is maintained.

Manage the oversight of internal delegates; ensure local procedures are in place, support in decision making and escalate exceptions to functional management and/or Luxembourg Conducting Officer as required.

Produce and deliver required reporting to management forums.
Management of operational activities to required standards, within agreed timelines, adhering to regulatory and procedural guidelines.

To monitor overall performance against targets, incidents/breaches of regulations, standards and deadlines and significant complaints to ensure remedial action is taken as required to ensure future compliance.

To lead direct reports, providing direction and ensuring on-going development, including constructive and regular feedback regarding performance management, and embedding this culture across the team.

Oversee the management of resource allocation within the team promoting efficiency, best practice, and maximum use of skills. Promote Invesco's culture of diversity, trust, partnership, and effective decision making.

Responsible for ensuring the team holds the required product and regulatory knowledge to fulfil the roles and for identifying gaps/risks in knowledge/skills and resolving through adequate training, performance management, succession planning and recruitment.

The Experience You Bring:

Proven leadership and management of teams - minimum 7 years' experience in the industry, with particular emphasis of managing TA and/or Oversight functions
Experience of monitoring systems processes and service standards
Experience of making sound business proposals in areas such as department structures, service standards, risk control and process improvement.
Experience of managing Service Providers and TPAs.
Knowledge

In depth knowledge of UCITS, SICAV & QIF/FCP & ETF regulations
Good general knowledge of systems and procedures as well as broad knowledge of how the TA work integrates with the company as a whole
An understanding of both the key similarities and differences between the Cross Border and UK (EMEA) functions and regulations governing this would be advantageous

Good knowledge of market in which the company is operating/funds are distributed, including market trends and relevant initiatives by competitors.

Strong understanding of project and people management principles/skills
Other Personal Attributes Required

Strong communication skills - adapting style to audience and including senior levels both internally and externally.
Ability to communicate clearly and concisely with business partners and external parties and to challenge where necessary.
Ability to manage and influence project outcomes
Excellent networking and relationship building skills
Excellent influencing skills at all levels both internally and externally
Strong client focus
Results driven with ability to make decisions, while appreciating the potential impacts on the bigger picture
Strong issue resolution skills with a focus on risk controls
Excellent organisational skills, ability to work under pressure and to prioritise workl

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