Uk Transfer Agency Oversight Officer

2 weeks ago

Henley on Thames, United Kingdom Invesco Full time

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day

**Job Description**:

- 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- Your role:

- The key focus of the role is to support the Transfer Agency Operational team and to oversee the quality and timeliness of our Third Party Administrator (TPA), in order to ensure that our TPA are performing to the agreed SLAs and KPl's, and are offering excellent client service to our Distribution Partners and their clients.
- What we are we looking for:
- Acting as primary point of contact between Invesco and the Transfer Agency (TA) for any technical or BAU issues, sign off authorisation and query resolution-
- Monitoring the overall performance against targets (SLAs and KPls), standards and deadlines and ensure remedial action or escalation is taken as required-
- Building an open and effective communication channel with both the TA and our internal business partners to ensure that the TA can meet both lnvesco's business needs and continue to deliver excellent client service-
- Providing 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-
- Ensuring 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 is preferable-
- Proficient in the use of Word / Excel-
- Experience with outsourced administration, monitoring KPls / SLAs and ensuring excellent client service to our distribution partners and their clients-
- In depth knowledge of ISA, ICVC and Investment Trust 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 with 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-
- Ability to escalate issues when appropriate-
- Flexibility and willing to travel when requiredFull 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 three days a week, with two days working outside an Invesco office.

Equal Opportunities:
We are an equal opportunities employer. Our mission is to welcome everyone and create inclusive teams. We celebrate difference and encourage everyone to join us, and 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:
Regulatory:
This position may fall in-scope of one or multiple regimes/directives.

  • Regional Investment Compliance Analyst – UK

    4 weeks ago

    Henley-on-Thames, United Kingdom OppenheimerFunds Distributor, Inc Full time

    Description 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...

  • Housing Officer

    4 weeks ago

    Henley on Thames, United Kingdom New Appointments Group Full time

    We are looking for Housing Officers to join our client, an independent organisation who provide accommodation services to numerous organisations across the UK and continues to develop its business in both central and local government as well as the charitable section. This role will be covering the Thames Valley area. This is a remote working role, where you...

  • Senior Finance Manager

    3 weeks ago

    Henley-on-Thames, United Kingdom OppenheimerFunds Distributor, Inc Full time

    Description We have an outstanding benefits package which includes:  ·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  ...

  • Station Assistants

    3 days ago

    Henley on Thames, Oxfordshire, United Kingdom Adecco UK Full time

    Location Henley-On-Thames, Oxfordshire Salary £14.00/Hourly Job type Temporary Industry Call Centre and Customer Service External Reference HENREGATTA Category Sales & Retail - Customer Service Advisor BONUS PAID OF £100 at the end of the event.Adecco UK are currently seeking committed and Safety conscious staff to work at Henley train station to...

  • Office & Sales Coordinator

    4 weeks ago

    Henley-on-Thames, United Kingdom Savills Full time

    **Role Overview** You'll also be responsible for responding to customer and client enquiries and assisting the Sales teams with meetings, marketing and local events. **Team Overview** Savills culture is one of trust and respect, teamwork and collaboration. Our teams and our clients benefit when we work together, listening to and learning from each other....

  • Senior Regulatory Reporting Specialist

    1 day ago

    Henley on Thames, United Kingdom Invesco Full time

    As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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,...

  • Company Secretary

    4 weeks ago

    Henley on Thames, United Kingdom The Kenton Theatre Full time

    The Kenton Theatre is a stunning Georgian venue which first opened in November 1805 and is one of the oldest working theatres in the UK. Seating 240, the theatre today offers a varied programme of music, drama, dance, talks, comedy and family work and is regularly hired by a number of community groups and private events. Boasting over 230 performances a...

  • Senior Structural Engineer

    3 weeks ago

    Henley-on-Thames, United Kingdom Bennett and Game Recruitment LTD Full time

    Senior Structural Engineer - Required to join our client who are a nationwide Civil and Structural Engineering Consultancy in their Henley or Gloucester office. The Senior Structural Engineer would be working on a variety of multi-storey RC Frame projects on Residential and Commercial Development projects. This is a new role that has arisen as a result of...

  • 202304: Prison Officer

    4 weeks ago

    Henley on Thames, United Kingdom HM Prison & Probation Service Full time

    **Details**: **Reference number**: - 281886**Salary**: - £30,880**Job grade**: - Administrative Officer- Band 3**Contract type**: - Permanent**Type of role**: - Operational Delivery - Other**Working pattern**: - Flexible working, Full-time, Job share, Part-time**Number of jobs available**: - 20Contents Location About the job **Benefits**: Things...

  • Associate Structural Engineer

    3 weeks ago

    Henley-on-Thames, United Kingdom Strata Construction Consulting UK Ltd Full time

    Are you ready to elevate your career in Structural Engineering? We are working with a leading consultancy in Henley-on-Thames, seeking a talented and driven Associate Structural Engineer to join their Structures team. As an Associate Structural Engineer, you will have the opportunity to work on exciting projects spanning sectors including residential,...

  • Associate Structural Engineer

    2 weeks ago

    Henley-on-Thames, United Kingdom Strata Construction Consulting UK Ltd Full time

    Are you ready to elevate your career in Structural Engineering? We are working with a leading consultancy in Henley-on-Thames, seeking a talented and driven Associate Structural Engineer to join their Structures team.As an Associate Structural Engineer, you will have the opportunity to work on exciting projects spanning sectors including residential, hotel,...

  • Conveyancer

    4 weeks ago

    Henley-on-Thames, United Kingdom G2 Legal Limited Full time

    Our client is a Chambers listed Legal 500 firm with offices in Reading and Henley-on-Thames.The firm’s Property team is recruiting an experienced Residential Conveyancer. The successful applicant will be qualified Solicitor, Licensed Conveyancer or Legal Executive/FILEXRelevant experience will include Handling freehold/leasehold sales and...

  • Conveyancer

    2 weeks ago

    Henley on Thames, Oxfordshire, United Kingdom G2 Legal Limited Full time

    Our client is a Chambers listed Legal 500 firm with offices in Reading and Henley-on-Thames.The firm's Property team is recruiting an experienced Residential Conveyancer. The successful applicant will be qualified Solicitor, Licensed Conveyancer or Legal Executive/FILEXRelevant experience will includeHandling freehold/leasehold sales and...

  • Associate Structural Engineer

    3 weeks ago

    Henley-on-Thames, United Kingdom Strata Construction Consulting UK Ltd Full time

    Are you ready to elevate your career in Structural Engineering? We are working with a leading consultancy in Henley-on-Thames, seeking a talented and driven Associate Structural Engineer to join their Structures team. As an Associate Structural Engineer, you will have the opportunity to work on exciting projects spanning sectors including residential, hotel,...

  • Art Gallery Manager

    5 days ago

    Henley-on-Thames, United Kingdom Allen Associates Full time

    **Art Gallery Manager - £30,000 - £35,000 depending on experience + Unlimited Commission** Our client is seeking a Gallery Manager for their new art gallery opening soon. Do you love modern and contemporary Art? Are you an experienced Sales Manager (preferably within the art industry)? If so, get in touch! **Art Gallery Manager Responsibilities** As the...

  • Art Sales Consultant

    4 weeks ago

    Henley-on-Thames, United Kingdom Allen Associates Full time

    **Art Sales Consultant - £25,000 - £29,000 depending on experience + Unlimited Commission** Our client is seeking an Art Sales Consultant for their new art gallery opening soon. Do you love modern and contemporary Art? Are you an experienced luxury sector Sales Consultant (preferably within the art industry)? If so, get in touch! This role can be...

  • Senior Compliance Executive

    4 weeks ago

    Henley-on-Thames, United Kingdom OppenheimerFunds Distributor, Inc Full time

    Description 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...

  • Senior Compliance Executive

    4 weeks ago

    Henley on Thames, United Kingdom Invesco Full time

    As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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,...

  • Lettings Negotiator

    4 weeks ago

    Henley on Thames, United Kingdom Savills Full time

    **Role Overview** This role has a competitive package and Savills offer a great induction programme as well as ongoing support and training during your career with us. **Key Responsibilities** You will be expected to take the lead on ensuring all required paperwork and checks that are carried out for each tenancy, with the support of your team; complying...

  • Recruitment Officer

    4 weeks ago

    Kingston upon Thames, United Kingdom Advanced Resource Managers UK Full time

    The **Energy Division** at **ARM** is currently recruiting for an experienced **Recruiter **to join our client, who are an established Global Leader in Engineering and Construction for the Offshore Sector. **Location**: Kingston Upon Thames **Role Responsibilities**: - Supply recruiting and search services according to the Management requirements and in...