At a Glance
- Tasks: Manage client onboarding and change management for a superior investment experience.
- Company: Join Invesco, a leader in asset management with a focus on collaboration.
- Benefits: Enjoy healthcare, generous leave, flexible working, and wellness perks.
- Other info: Dynamic role with opportunities for growth and learning in a supportive environment.
- Why this job: Make a real impact in the asset management industry while developing your skills.
- Qualifications: Experience in asset management and strong problem-solving skills are essential.
The predicted salary is between 50000 - 60000 £ per year.
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
Role Overview
Maintain the highest standard of account onboarding and client change management for Invesco’s clients to contribute towards delivering a superior investment experience.
Responsibilities
- Collaborate closely with clients, consultants, custodians, transition managers, and key internal partners to ensure 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 or implement improvements in the above processes where possible.
Qualifications
- Proven experience in the asset management industry.
- Experience in transitions/onboarding/operations is desirable.
- A relevant industry examination (IAQ and IMC).
- Strong problem-solving skills and the ability to apply existing solutions to a wide range of complex problems.
- Practical application of the firm’s policies and procedures to solve difficult problems.
- Ability to impact a range of business, client, operational or project 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 the asset-management industry, trade lifecycle, investment functions (legal, compliance, investment, risk), and operations (trade processing, corporate actions, reconciliations), custodians and fund accountants.
Account Onboarding Manager (14 months - Fixed Term Contract) in England employer: Invesco
Invesco is an exceptional employer that prioritises employee well-being and professional growth, offering a comprehensive benefits package including generous annual leave, flexible working options, and robust health and wellness initiatives. Our collaborative work culture fosters innovation and teamwork, ensuring that as an Account Onboarding Manager, you will play a vital role in enhancing client experiences while enjoying opportunities for personal and career development in a dynamic environment.
StudySmarter Expert Advice🤫
We think this is how you could land Account Onboarding Manager (14 months - Fixed Term Contract) in England
✨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 the company and its culture. Understand their onboarding processes and think about how your experience aligns with their needs. This will help you stand out as someone who’s genuinely interested in the role.
✨Tip Number 3
Practice your problem-solving skills! Since the role involves managing complex transitions, be ready to discuss specific examples of how you've tackled challenges in the past. Use the STAR method to structure your answers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Account Onboarding Manager (14 months - Fixed Term Contract) in England
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Account Onboarding Manager role. Highlight your experience in asset management and onboarding processes, as well as any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit. Don’t forget to mention your problem-solving skills and proactive attitude – we love that!
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 clients or internal teams in the past. We value teamwork here at StudySmarter!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
How to prepare for a job interview at Invesco
✨Know Your Stuff
Make sure you brush up on your knowledge of the asset management industry. Understand the trade lifecycle, investment functions, and operations. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've tackled complex problems in previous roles. Think about specific situations where you applied existing solutions to overcome challenges, especially in onboarding or transitions. This will demonstrate your ability to think critically and adapt.
✨Be a Team Player
Since the role involves collaborating with various stakeholders, be ready to discuss your interpersonal skills. Share experiences where you successfully liaised with internal departments or clients, highlighting your proactive attitude towards teamwork and change management.
✨Attention to Detail is Key
Given the importance of accuracy in this role, prepare to discuss how you ensure precision in your work. Bring up instances where your keen eye for detail made a difference, whether in managing schedules or writing meeting minutes. This will reinforce your fit for the position.
