About Invesco

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.

What's in it for you?

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including: 

• Generous annual leave plus flexible paid time off

• Hybrid work schedule 

• Learning and development programs

• Health & wellbeing benefits 

• Parental Leave benefits 

• Employee stock purchase plan (if applicable in your region)

Job Description

Key Responsibilities / Duties

Institutional Account Management and Client Service

• Serve as a primary point of contact for institutional clients, delivering a high standard of client service and account management.
• Manage the full client lifecycle, including onboarding, account maintenance, ongoing servicing, and reporting coordination.
• Develop and maintain strong relationships with clients and key internal stakeholders to ensure a seamless client experience.

 

Client Relationship Management and Business Retention

• Partner with Sales and Product teams to support client meetings, investment reviews, due diligence processes, and ongoing relationship management activities.
• Contribute to the retention, expansion, and successful management of existing mandates through proactive client engagement.
• Coordinate the preparation and delivery of client reporting, presentations, and other client-related communications.

 

Onboarding and Cross-Functional Coordination

• Lead onboarding activities for new mandates, including documentation, account opening, legal coordination, and project management.
• Oversee account administration activities, including subscriptions, redemptions, distributions, and client data management.
• Collaborate closely with Operations, Reporting, Legal & Compliance, Technology, and other relevant teams to ensure efficient execution of client-related activities.

 

Team Leadership and Business Process Improvement

• Contribute to team development, mentoring, and organizational effectiveness through leadership and collaboration.
• Identify and drive process improvement initiatives to enhance scalability, efficiency, risk management, and service quality.
• Lead or participate in strategic projects aimed at strengthening Invesco's institutional client service platform.

 

 

Work Experience / Knowledge / Education / Formal Qualifications

Work Experience / Knowledge

• Minimum 10 years of experience within the asset management or broader financial services industry.
• Strong knowledge of investment products, asset management operations, and institutional investor business practices.
• Experience in client service, account management, product management, institutional sales support, or related functions at an asset management company, trust bank, securities firm, insurance company, or other financial institution.
• Proven experience working directly with institutional investors, including public pension funds, corporate pension funds, financial institutions, and other professional investors.
• Experience in institutional sales, product management, middle-office functions, fund administration, or business management would be advantageous.
• Ability to operate effectively in a global environment, including participation in meetings and written communication in English.

 

Formal Education

• Bachelor's degree required; advanced degree preferred.

 

License / Registration / Certification:

• CMA, CFA, CAIA, or other relevant professional qualifications would be advantageous.

 

 

Skills / Other Personal Attributes

Skills / Other Personal Attributes

• Strong understanding of financial markets, asset management products, and institutional investor requirements.
• Excellent communication, stakeholder management, and relationship-building skills.
• Strong project management and organizational capabilities, with the ability to manage multiple priorities simultaneously.
• Proven problem-solving ability and a proactive mindset toward continuous improvement.
• Demonstrated leadership, collaboration, and influence across multiple functions and regions.
• High attention to detail, accuracy, and client focus.
• Proficiency in Microsoft Excel, PowerPoint, and Word.
• Business-level English communication skills (written and verbal).

 

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week, with one day working outside an Invesco office.