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 collaborative culture.
- Benefits: Enjoy flexible working, generous leave, healthcare, and wellness perks.
- Other info: Inclusive workplace committed to community and environmental initiatives.
- Why this job: Make a real impact in the asset management industry while growing your career.
- Qualifications: Experience in asset management and strong problem-solving skills are essential.
The predicted salary is between 40000 - 50000 £ 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.
We have an outstanding benefits package which includes:
- Company-provided healthcare
- A generous annual leave allowance
- Flexible working options, including hybrid working arrangements
- Income protection
- Health and wellness benefits
- 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:
- Collaborating 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.
- Coordinating Client Change Management events, such as transitions between custodians/KVGs for EMEA and globally managed mandates.
- Managing the closure of institutional accounts within EMEA and globally managed mandates.
- Performing department-wide administrative roles as necessary (e.g., participating in the daily rota, managing the Broker Mailbox, maintaining schedules, writing weekly stakeholder meeting minutes).
- Identifying and recommending/implementing 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) as well 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. We are committed to providing an inclusive recruitment process for all candidates who make an application. By opting-in to this scheme, applicants will be disclosing that they have a disability solely for the purpose of the Disability Confident Scheme.
The Disability Confident Scheme only guarantees an interview – it does not automatically mean that applicants interviewed will gain employment with Invesco at that time.
To apply through the Disability Confident Scheme, you'll need to firstly ensure you have applied for the role via our external careers page. Following this, you'll need to email us at EMEA-TalentAcquisition@invesco.com confirming your wish to opt-in, alongside your contact details and the title of the role you wish to apply for.
We promote a working environment that welcomes everyone and creates inclusive teams, celebrates difference and encourages everyone to 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 governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific responsible investment product strategies as well as part of our commitment to deliver a superior investment experience.
Recruitment Agencies: Invesco has an in-house recruitment team, which focuses on sourcing great candidates directly. Invesco will not accept unsolicited resumes from agency or search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired. When we do use agencies, we have a PSL in place, so please do not contact hiring managers directly.
This position may fall in-scope of one or multiple regimes/directives.
Account Onboarding Manager (14 months - Fixed Term Contract) in Henley on Thames employer: Dormont Manufacturing Co
Invesco is an exceptional employer that fosters a collaborative and inclusive work culture, offering a comprehensive benefits package including healthcare, flexible working arrangements, and generous leave policies. Located in the picturesque Henley-on-Thames, employees have the opportunity to grow professionally within a global investment firm that values innovation and community engagement, making it an ideal place for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Account Onboarding Manager (14 months - Fixed Term Contract) in Henley on Thames
✨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. A friendly chat can lead to insider info about openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching Invesco and its culture. Understand their values and how they approach client onboarding. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your problem-solving skills! Since the role involves tackling complex issues, think of examples from your past experiences where you've successfully navigated challenges. Be ready to share these during your interview.
✨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 Invesco and ready to contribute to their mission.
We think you need these skills to ace Account Onboarding Manager (14 months - Fixed Term Contract) in Henley on Thames
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Account Onboarding Manager role. Highlight your relevant experience in asset management and onboarding processes, as this will show us you understand what we're looking for.
Showcase Your Skills:Don’t just list your skills; give us examples of how you've used them in previous roles. Whether it's managing client transitions or coordinating with internal teams, we want to see how you’ve made an impact.
Be Clear and Concise:When writing your application, keep it straightforward. Use clear language and avoid jargon unless it’s industry-specific. We appreciate a well-structured application that gets straight to the point!
Apply Through Our Website:Remember to submit your application through our careers page. This ensures we receive all your details correctly and helps us process your application smoothly. We can’t wait to hear from you!
How to prepare for a job interview at Dormont Manufacturing Co
✨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 help you answer questions confidently and show that you're serious about the role.
✨Showcase Your Interpersonal Skills
Since this role involves liaising with various stakeholders, be prepared to discuss your experience in managing relationships. Think of examples where you've successfully collaborated with clients or internal teams, and be ready to share how you handled any challenges that arose.
✨Be Proactive About Improvements
In your interview, highlight any instances where you've identified inefficiencies in processes and implemented changes. This shows that you not only understand the importance of smooth operations but are also willing to take initiative to enhance them.
✨Stay Calm Under Pressure
The ability to work under pressure is crucial for this role. Prepare for situational questions that test your problem-solving skills in high-stress scenarios. Share specific examples from your past experiences where you maintained composure and delivered results despite tight deadlines.
