Account Onboarding Manager (14 months - Fixed Term Contract)

Account Onboarding Manager (14 months - Fixed Term Contract)

Temporary 50000 - 70000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage client onboarding and ensure a smooth transition for institutional clients.
  • Company: Join Invesco, a leading global investment firm with a focus on innovation.
  • Benefits: Enjoy flexible working, generous leave, healthcare, and wellness benefits.
  • Other info: Inclusive workplace that values diversity and offers career growth opportunities.
  • Why this job: Make a real impact in the asset management industry while collaborating with diverse teams.
  • Qualifications: Experience in asset management and strong problem-solving skills are essential.

The predicted salary is between 50000 - 70000 £ per year.

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.

Benefits

  • 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

Your role

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.

What you will be doing

  • Collaborate closely with clients, consultants, custodians, transition managers, and key internal partners to ensure the effective coordination of onboarding new institutional clients (both segregated and investing into IVZ funds) within EMEA and globally managed mandates.
  • Coordinate Client Change Management events, such as transitions between custodians/KVGs for EMEA and globally managed mandates.
  • Manage the closure of institutional accounts within EMEA and globally managed mandates.
  • Perform department-wide administrative roles as necessary (e.g., participating in the daily rota, managing the Broker Mailbox, maintaining schedules, writing weekly stakeholder meeting minutes).
  • Identify and recommend/implement improvements in the above processes where possible.

What you will bring

  • Proven experience in the asset management industry.
  • Transitions/Onboarding/Operations experience is desirable.
  • A relevant industry examination (IAQ and IMC).
  • Solves a wide range of complex problems and takes a new perspective using existing solutions.
  • Uses concepts and abilities of the skill and the Firm’s policies and procedures to solve a wide range of difficult problems in imaginative and practical ways.
  • Impacts a range of business, client, operational, project, or research activities within own and related teams.
  • Proven interpersonal skills for liaising with internal departments.
  • Proactive attitude towards changes and implementing new processes.
  • Ability to work under pressure.
  • Keen eye for accuracy and detail.
  • Understanding and knowledge of: Asset management industry, Trade life cycle, All investment functions (Legal, Compliance, Investment, Risk), Operations (Trade processing, Corporate Actions, Reconciliations) and custodians and fund accountants.

Disability Confident Scheme

Applicants who opt in to the Disability Confident Scheme and meet the ‘minimum criteria’ for the role will be offered an interview. The scheme only guarantees an interview and does not guarantee employment. To apply through the Scheme, applicants must first apply via our external careers page and then email EMEA-TalentAcquisition@invesco.com confirming their wish to opt‑in, along with contact details and the title of the role.

EEO & Inclusive Hiring

Invesco is committed to providing an inclusive recruitment process for all candidates. We promote a working environment that welcomes everyone, creates inclusive teams, celebrates difference and encourages everyone to be themselves at work.

Account Onboarding Manager (14 months - Fixed Term Contract) employer: 3000 Invesco UK Limited

Invesco stands out as an exceptional employer, offering a dynamic work environment that fosters collaboration and innovation. With generous benefits including flexible working options, comprehensive healthcare, and a commitment to employee growth, Invesco empowers its team members to thrive both personally and professionally. Located in a vibrant area, employees enjoy the unique advantage of being part of a global investment firm that values diversity and inclusivity, making it an ideal place for those seeking meaningful and rewarding careers.

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Contact Details:

3000 Invesco UK Limited Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Account Onboarding Manager (14 months - Fixed Term Contract)

Tip Number 1

Network like a pro! Reach out to your connections in the asset management industry and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.

Tip Number 2

Prepare for interviews by researching Invesco and understanding their investment strategies. Show them you’re not just another candidate; you’re genuinely interested in what they do and how you can contribute to their success.

Tip Number 3

Practice your problem-solving skills! Since the role involves tackling complex issues, be ready to discuss how you've approached challenges in the past. Use real examples to demonstrate your proactive attitude and keen eye for detail.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at Invesco and ready to make an impact.

We think you need these skills to ace Account Onboarding Manager (14 months - Fixed Term Contract)

Client Onboarding
Change Management
Asset Management Industry Knowledge
Interpersonal Skills
Problem-Solving Skills
Attention to Detail
Project Coordination

Some tips for your application 🫡

Tailor Your CV:Make sure your CV is tailored to the Account Onboarding Manager role. Highlight your relevant experience in asset management and onboarding processes, and don’t forget to showcase your problem-solving skills!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how your background aligns with Invesco’s mission. Keep it concise but impactful!

Showcase Your Interpersonal Skills:Since this role involves liaising with various stakeholders, make sure to highlight your interpersonal skills in your application. Share examples of how you've successfully collaborated with teams or clients in the past.

Apply Through Our Website:We encourage you to apply through our website for the best chance of success. It’s straightforward and ensures your application gets to the right people. Don’t miss out on this opportunity!

How to prepare for a job interview at 3000 Invesco UK Limited

Know Your Stuff

Make sure you brush up on your knowledge of the asset management industry, especially around onboarding and transitions. Familiarise yourself with the trade life cycle and the roles of custodians and fund accountants. This will show that you're not just interested in the role but also understand the bigger picture.

Showcase Your Problem-Solving Skills

Be prepared to discuss specific examples where you've solved complex problems in previous roles. Invesco values imaginative and practical solutions, so think about times when you’ve had to take a new perspective to overcome challenges. This will demonstrate your proactive attitude and ability to adapt.

Communicate Effectively

Since the role involves liaising with various stakeholders, practice articulating your thoughts clearly and concisely. Use examples from your past experiences to illustrate your interpersonal skills. Remember, it’s not just about what you say, but how you say it!

Be Ready for Change

Invesco is looking for someone who can handle pressure and embrace change. Think of instances where you've successfully implemented new processes or adapted to changes in your work environment. Highlighting your flexibility and keen eye for detail will set you apart from other candidates.