Trainee, Investment Operations - 12 Month FTC - (Investment 20/20 Programme) in London
Trainee, Investment Operations - 12 Month FTC - (Investment 20/20 Programme)

Trainee, Investment Operations - 12 Month FTC - (Investment 20/20 Programme) in London

London Trainee 26500 - 26500 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support the Investment Operations team and gain hands-on experience in fund management.
  • Company: Join Invesco, a leading global investment firm with a collaborative culture.
  • Benefits: Enjoy healthcare, flexible working, generous leave, and professional development opportunities.
  • Other info: Dynamic environment with opportunities for growth and community involvement.
  • Why this job: Kickstart your career in finance with real-world experience and mentorship.
  • Qualifications: No prior experience needed; just a passion for learning and proficiency in Excel.

The predicted salary is between 26500 - 26500 £ 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 competitive 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

The Investment20/20 Programme

We are proud to be a part of the Investment20/20 initiative, and we are delighted to be recruiting for a number of 12 month placements across the business. You’ll have the chance to play an active role and contribute to the success of the function, and with this you’ll gain industry knowledge and experience whilst developing relationships. These roles are traineeship opportunities, so we are specifically looking for school leavers. We offer entry level work experiences that will inspire and challenge you!

What are we looking for?

As a Trainee in Investment Operations Management at Invesco Real Estate, you will assist with the Investment Operations Management team in providing support to the Portfolio Management team with operational support throughout the lifecycle of a fund, including support for transactions, data governance, liquidity management, performance monitoring, and investor reporting. Your primary goals will be to ensure the smooth delivery of portfolio operations and to assist in maximising financial planning and controlling efficiency.

All responsibilities listed below are within the scope of the role, with the opportunity to develop expertise in one or more areas. You will also be supported by other team members as you grow into the broader responsibilities over time.

You will be involved in:

  • Assisting in Production and review of monthly, quarterly and annual reports, including fund performance monitoring, investor reporting, TER, risk reports and assist coordinating the Pay Day Report process. This includes preparing core deliverables within the team as well as reviewing inputs or draft outputs produced by offshore teams to ensure accuracy and completeness.
  • Support database and dashboard updates, including collecting, reviewing, and organising data from underlying fund teams.
  • Carrying out data validation and reconciliations to help ensure the completeness and accuracy of reportable data.
  • Assisting with liquidity and distribution management
  • Supporting fund-level performance calculations
  • Assisting in acting as an interface between the Portfolio Manager and other teams involved in the fund
  • Supporting Product Management in enhancing client experience reporting
  • Supporting team activities and continuous improvement projects when required

What do we need from you?

  • Prior experience is not required – full training will be provided
  • Interest in Real Estate and willingness to learn
  • Proficient in Excel, Word and PowerPoint
  • Proactive mindset with problem solving attitude

The application process, key dates and information:

  • The assessment process will include:
  • CV Review
  • Video Interview (containing both video and written questions)
  • Final Interview

Closing date for applications: Monday 25th May 2026

Start date of the programme: September 2026

Salary: £26,500 per annum

Please Note: We unfortunately are unable to accept industry placement year students onto this programme. We require all applicants to have the right to work in the UK until at least October 2027.

Full Time / Part Time: Full time

Worker Type: Fixed Term Employee (Fixed Term)

Job Exempt (Yes / No): Yes

Workplace Model: Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

If this sounds like you, we’d love to hear from you! We want all of our candidates to shine during the application and selection process, so if you need any adjustments to be made, please send an e-mail to emea-talentacquisition@invesco.com. Please include your name, the job you are interested in, and the type of adjustment you need (for example; breaks during your interview, remote interviews, additional time for assessments or other required adjustments).

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.

Regulatory: This position may fall in-scope of one or multiple regimes/directives.

Trainee, Investment Operations - 12 Month FTC - (Investment 20/20 Programme) in London employer: Invesco

Invesco is an exceptional employer that offers a dynamic work environment where trainees can thrive and develop their skills in investment operations. With a comprehensive benefits package, including flexible working options and generous parental leave, employees are supported in achieving a healthy work-life balance. The company's commitment to employee growth through the Investment20/20 Programme ensures that you will gain valuable industry experience while contributing to meaningful projects within a collaborative and inclusive culture.
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Contact Detail:

Invesco Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee, Investment Operations - 12 Month FTC - (Investment 20/20 Programme) in London

✨Tip Number 1

Get to know the company! Before your interview, do a bit of research on Invesco and their Investment20/20 Programme. Understanding their values and what they stand for will help you connect better during the conversation.

✨Tip Number 2

Practice makes perfect! Prepare for the video interview by rehearsing common questions and your responses. This will help you feel more confident and articulate when it’s time to shine.

✨Tip Number 3

Show your enthusiasm! During the interviews, let your passion for real estate and investment operations come through. Employers love candidates who are genuinely excited about the role and the industry.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets seen. Plus, you’ll find all the details you need about the role and the application process right there.

We think you need these skills to ace Trainee, Investment Operations - 12 Month FTC - (Investment 20/20 Programme) in London

Data Analysis
Excel
Word
PowerPoint
Problem-Solving Skills
Attention to Detail
Communication Skills
Proactive Mindset
Interest in Real Estate
Team Collaboration
Operational Support
Performance Monitoring
Liquidity Management
Investor Reporting

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Trainee role. Highlight any relevant coursework or projects that show your interest in investment operations and real estate.

Nail the Video Interview: Prepare for both video and written questions by practising common interview scenarios. Be yourself, show enthusiasm, and don’t forget to smile – it makes a difference!

Show Your Proactive Side: In your application, mention instances where you took initiative or solved problems. We love candidates who are eager to learn and contribute positively to the team.

Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way to ensure we see your application and can consider you for this exciting opportunity.

How to prepare for a job interview at Invesco

✨Know Your Stuff

Before the interview, make sure you understand the basics of investment operations and the specific role you're applying for. Familiarise yourself with terms like liquidity management and performance monitoring. This will show your genuine interest in the field and help you answer questions more confidently.

✨Excel at Excel

Since proficiency in Excel is a must for this role, brush up on your skills! Practice using functions, pivot tables, and data validation techniques. You might even want to prepare a few examples of how you've used Excel in the past, as this could come up during the interview.

✨Ask Smart Questions

Prepare thoughtful questions about the company and the role. Invesco values curiosity and a proactive mindset, so asking about their approach to data governance or how they enhance client experience reporting can demonstrate your enthusiasm and engagement.

✨Show Your Problem-Solving Skills

Think of examples from your past experiences where you've tackled challenges or improved processes. Be ready to discuss these during the interview, as showcasing your problem-solving attitude will align perfectly with what Invesco is looking for in a trainee.

Trainee, Investment Operations - 12 Month FTC - (Investment 20/20 Programme) in London
Invesco
Location: London

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