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Transfer Agency Oversight Officer
il y a 2 semaines
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 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- Life insurance
What we are we looking for:
The Oversight Officer will support the delivery of superior EMEA TA servicing through:
- Overseeing the quality and timeliness of TPAs to ensure that they are performing to the agreed SLAs and KPIs and are offering excellent client service to our distribution partners and their clients.- Completing the various TA operational activities under Invesco’s remit ensuring they are completed within procedures, timelines, and regulatory requirements.- Overseeing and support the activities completed by internal TA delegates.
Responsibilities also include:
- Acting as point of contact between Invesco Luxembourg and TPAs/ internal delegates for any technical or BAU issues, sign off authorisation and query resolution. To evidence the interventions, actions, decisions made by IMSA in guiding/instructing the TPA.- Completion of the day-to-day operational activities under TA Oversight remit.- Ensuring all activities are completed to the required standard within agreed timescales, adhering to regulatory and procedural guidelines.- Ensuring relevant procedures are in place and maintained.- Monitoring of the overall performance against targets (SLAs and KPIs), standards and deadlines and ensure remedial action or escalation is taken as required.- Working with TPAs, service providers, internal stakeholders & local offices to ensure excellent service is maintained.- Building an open and effective communication channel with TPAs and our internal business partners/ delegates to ensure that TPAs can meet both Invesco’s business needs and continue to deliver excellent client service.- Participating in service review meetings to ensure regulatory breaches, SLA breaches and service quality issues are mediated, addressed (with working examples where applicable) resolved.- Providing support or an escalation route when necessary to manage and resolve any queries received from TPAs and our internal business partners. Escalating to functional management or Luxembourg Conducting Officers, as required.- Providing support, local input to and (where required) sign off to TPAs and internal delegates/ stakeholders to support Invesco projects for product developments, regulatory change, and business requirement changes.- Ensuring that all Luxembourg regulatory returns and/or statistics are completed and submitted within the approved timescales. Produce and disseminate reporting as required.
What you can bring:
We are looking for an experienced TA Oversight Officer to bring knowledge of monitoring systems, processes and service standards. You will have overall knowledge of a TA organisation and how different departments interact as well as an awareness of the market in which the company is operating, including market trends and relevant initiatives by competitors.
Bringing effective communication and influencing skills you will be collaborating with both internal and external parties. Able to build strong relationships and understand the importance of the client.
Ability to prioritise your own workload with good organisational skills and a flexible approach to new ideas.
Full Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
Yes
Workplace 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.
Equal Opportunities:
We are an equal opportunities employer. Our mission is to welcome everyone and create inclusive teams. We celebrate difference and encourage everyone to join us, and be themselves at work.
Our commitment to the community and environmental, social and governance investing:
We partner with charitable organisations globally to make an impact in the communities where we live and work. Our people are encouraged to support the charities they feel most passionate about. We are also committed to environmental, social and govern
