At a Glance
- Tasks: Support the Transfer Agency oversight team and ensure top-notch client service.
- Company: Join Invesco, a leading global investment firm with a collaborative culture.
- Benefits: Gain valuable experience in a dynamic environment with potential for career growth.
- Other info: Opportunity to work under pressure and develop problem-solving skills.
- Why this job: Make an impact in the finance industry while working with intelligent colleagues.
- Qualifications: Experience in Fund Management and strong communication skills are essential.
The predicted salary is between 37800 - 46200 £ 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.
Your role: The key focus of the role is to support the Transfer Agency (TA) oversight team and to oversee the quality and timeliness of our Third-Party Administrator (TPA). To ensure that our TPA are performing to the agreed SLAs and KPIs, and are offering excellent client service to our Distribution Partners and their clients.
Key Responsibilities:
- To act as primary point of contact between Invesco and the TA for any technical or BAU issues, sign off authorisation and query resolution.
- To monitor the overall performance against targets (SLAs and KPIs), standards and deadlines and ensure remedial action or escalation is taken as required.
- To build an open and effective communication channel with both the TA and our internal business partners to ensure that the TA can meet both Invesco’s business needs and continue to deliver excellent client service.
- To provide support, escalation route when necessary to manage and resolve any queries received from the TA and our internal business partners.
- Liaising with TPA and active participation with Invesco Project teams for product developments and business requirements.
- To ensure that all returns and statistics are completed and submitted within the UK regulatory timescales i.e. CMAR reporting, ISA 25 etc.
What you can bring:
- Experience within the Fund Management industry preferable.
- Proficient in the use of PC software including Word/Excel.
- Experience with outsourced administration, monitoring KPIs / SLAs and ensuring excellent client service to our distribution partners and their clients.
- In depth knowledge of ISA and ICVC Regulations.
- A good knowledge of historical products and events.
- An understanding of both the key similarities and differences between the UK and cross border (EMEA) functions.
- Knowledge of how Invesco is organised, operates and an awareness of the external market in which the company is operating, including market trends and relevant initiatives by competitors.
- Relevant business qualification or IOC preferred.
- Effective communication and influencing skills at all levels both internally and externally.
- Strong relationship building skills of varying levels and with external clients.
- Ability to work under pressure.
- Excellent attention to detail, while appreciating the bigger picture.
- Excellent organisational skills and ability to prioritise own workload.
- Self-motivated, organised and flexible to new ideas.
- Results focused ensuring client’s needs are met professionally and in a timely manner.
- Strong problem solver and issue resolution skills.
- Flexibility and willing to travel when required.
Situation Vacant – UK Transfer Agency Oversight Officer – Fixed Term Contract employer: Henley Herald
Invesco stands out as an exceptional employer, offering a dynamic work environment where innovation and collaboration thrive. With a strong commitment to employee growth, we provide ample opportunities for professional development and exposure to global investment strategies. Our culture fosters open communication and teamwork, ensuring that every team member can contribute meaningfully while enjoying the benefits of working in a leading investment firm located in the heart of the UK.
StudySmarter Expert Advice🤫
We think this is how you could land Situation Vacant – UK Transfer Agency Oversight Officer – Fixed Term Contract
✨Get Involved in Financial Networks
Join local financial associations or forums where you can connect with professionals in financial-controlling. Networking events often lead to temporary positions, as companies look for quick hires when they need extra hands.
✨Showcase Your Skills on Temporary Job Boards
Focus on platforms that specifically cater to temporary roles in finance. Sites like Reed or Totaljobs often list short-term gigs that are perfect for getting your foot in the door, and you can apply directly through our website for roles at Henley Herald.
✨Leverage Your Uni's Career Services
If you're still in university, tap into your career services for internship or temporary job placements. They often have insider info on companies like Henley Herald looking for temporary financial support, and they might help you polish your pitch.
✨Flexible Availability is Key
For temporary positions in financial-controlling, your availability can make a huge difference. Highlight your willingness to start immediately or work irregular hours when speaking to employers. This flexibility can land you that sought-after role!
We think you need these skills to ace Situation Vacant – UK Transfer Agency Oversight Officer – Fixed Term Contract
Some tips for your application 🫡
Show Off Your Academic Aces:In the financial controlling game, grades and relevant certifications can make a significant difference. Be sure to highlight your academic achievements, like finance-related coursework and any professional certifications you’ve got on your CV that show you’re clued up in this area. It’s all about demonstrating that you’re not just good at numbers but also know your stuff!
Quantify Your Achievements:When applying for a temporary role in financial controlling, make sure your CV reflects any previous experience with real, measurable outcomes. Use numbers to showcase your past successes, like percentage improvements in budgeting or cost savings you’ve achieved in previous roles. This not only gives us insights into your capabilities but also tells us you're results-driven.
Personalise Your Application:We love seeing applicants who take the time to tailor their applications! In your cover letter, mention why you’re particularly interested in the temporary role with Henley Herald and how your specific skills and experiences align with the job. Show us that you see this role as an opportunity to contribute, even if it's for a short stint!
Flexibility is Key:Since this is a temporary position, make sure to highlight your availability in your application. We’re interested in knowing how soon you can start and if you’re open to working flexible hours. This shows us your eagerness to jump right in and adapt to the dynamic needs of our team at Henley Herald.
How to prepare for a job interview at Henley Herald
✨Get Hands-On with Financial Tools
Being in financial controlling means you’ll likely be working with various software like Excel, Power BI, or even SAP. Make sure you brush up on these tools and prepare to discuss your experience using them. Being able to reference specific projects or analyses where you employed these programs will definitely give you an edge.
✨Prepare for Technical Financial Questions
Expect scenario-based questions where you might need to analyse financial statements or suggest budgetary strategies during the interview. Practising common financial concepts like variance analysis or cost control measures will not only boost your confidence but also prove your suitability for the role.
✨Show Your Flexibility and Adaptability
As this is a temporary position, the interviewers will want to see that you can hit the ground running. Be sure to highlight any previous short-term roles or projects where you successfully adapted to new environments quickly – this will showcase your readiness to tackle challenges head-on.
✨Highlight Your Commitment to Precision
In financial controlling, attention to detail is absolutely crucial. Be ready to provide examples from your past work that demonstrate your ability to spot discrepancies and ensure accuracy in financial reporting. Your precision could be the factor that sets you apart in a temporary role like this one!
