Uk Transfer Agency Oversight Officer

3 months 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.

  • Uk Ta Oversight Officer

    3 months 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,...

  • Incident Oversight Officer

    4 months ago

    Stoke-on-Trent, United Kingdom Home Office Full time

    **Details**: **Reference number**: - 350284**Salary**: - £28,000 - £33,600- National pay locations: Manchester, Stoke-on-Trent £28,000 min - £29,400 max. Gatwick pay locations: Horley £29,000 min -£30,450 max. London pay locations: London £32,000 min - £33,600 max**Job grade**: - Executive Officer**Contract type**: - Permanent**Business...

  • Senior Compliance Officer

    3 weeks ago

    Henley on Thames, Oxfordshire, United Kingdom Invesco EMEA Full time

    Job SummaryWe are seeking a highly skilled Regulatory Reporting Specialist to join our team at Invesco EMEA. As a key member of our Global Distribution Services Department, you will play a critical role in ensuring the accuracy and compliance of our regulatory reporting activities.Key ResponsibilitiesAct as the technical SME on UCITS KIID and PRIIP KID...

  • Senior Compliance Officer

    3 weeks ago

    Henley on Thames, Oxfordshire, United Kingdom Invesco EMEA Full time

    Job SummaryWe are seeking a highly skilled Regulatory Reporting Specialist to join our team at Invesco EMEA. As a key member of our Global Distribution Services Department, you will play a critical role in ensuring the accuracy and compliance of our regulatory reporting activities.Key ResponsibilitiesAct as the technical SME on UCITS KIID and PRIIP KID...

  • Senior Compliance Executive

    4 months 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...

  • Flood Risk Management Specialist

    2 weeks ago

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

    Senior Flood Risk Consultant Position OverviewAs a Senior Flood Risk Consultant, you will play a key role in leading and managing complex flood risk assessment projects from inception to completion. You will provide technical direction and oversight to project teams, ensuring high-quality deliverables.Key Responsibilities:Conduct detailed Flood Risk...

  • Flood Risk Management Specialist

    2 weeks ago

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

    Senior Flood Risk Consultant Position OverviewAs a Senior Flood Risk Consultant, you will play a key role in leading and managing complex flood risk assessment projects from inception to completion. You will provide technical direction and oversight to project teams, ensuring high-quality deliverables.Key Responsibilities:Conduct detailed Flood Risk...

  • Office Administrator Assistant

    1 week ago

    Walton-on-Thames, Surrey, United Kingdom Uxbridge Employment Agency Full time

    Administration AssistantWe are seeking a highly organized and detail-oriented Administration Assistant to join our team at Uxbridge Employment Agency. As an Administration Assistant, you will provide exceptional customer service and administrative support to our clients and internal teams.Key Responsibilities:Manage client enquiries and pass relevant...

  • Office Administrator Assistant

    1 week ago

    Walton-on-Thames, Surrey, United Kingdom Uxbridge Employment Agency Full time

    Administration AssistantWe are seeking a highly organized and detail-oriented Administration Assistant to join our team at Uxbridge Employment Agency. As an Administration Assistant, you will provide exceptional customer service and administrative support to our clients and internal teams.Key Responsibilities:Manage client enquiries and pass relevant...

  • Office Administrator Assistant

    7 days ago

    Walton-on-Thames, Surrey, United Kingdom Uxbridge Employment Agency Full time

    Administration AssistantWe are seeking a highly organized and detail-oriented Administration Assistant to join our team at Uxbridge Employment Agency. As an Administration Assistant, you will provide exceptional customer service and administrative support to our clients and internal teams.Key Responsibilities:Manage client enquiries and pass relevant...

  • Office Administrator Assistant

    1 week ago

    Walton-on-Thames, Surrey, United Kingdom Uxbridge Employment Agency Full time

    Administration AssistantWe are seeking a highly organized and detail-oriented Administration Assistant to join our team at Uxbridge Employment Agency. As an Administration Assistant, you will provide exceptional customer service and administrative support to our clients and internal teams.Key Responsibilities:Manage client enquiries and pass relevant...

  • Senior Flood Risk Consultant

    4 months ago

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

    Senior Flood Risk Consultant - position available for our client out of their Henley-on-Thames office. Due to increased workload in this medium sized multi site consultancy they are looking for a Senior / Principal Flood Risk Consultant to play a key role in leading and managing flood risk assessment projects, providing technical expertise, and contributing...

  • Senior Flood Risk Consultant

    4 months ago

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

    Senior Flood Risk Consultant - position available for our client out of their Henley-on-Thames office. Due to increased workload in this medium sized multi site consultancy they are looking for a Senior / Principal Flood Risk Consultant to play a key role in leading and managing flood risk assessment projects, providing technical expertise, and contributing...

  • Senior Flood Risk Consultant

    4 days ago

    Henley-on-Thames, United Kingdom CV-Library Full time

    Senior Flood Risk Consultant - position available for our client out of their Henley-on-Thames office. Due to increased workload in this medium sized multi site consultancy they are looking for a Senior / Principal Flood Risk Consultant to play a key role in leading and managing flood risk assessment projects, providing technical expertise, and contributing...

  • Payroll HR Officer

    4 months ago

    Henley on Thames, United Kingdom Commuto UK Ltd Full time

    Crash Damage Ltd, operating as Fix Auto owned Repair Centres, is a leading network of motor vehicle accident repair centres. We pride ourselves on delivering top-notch repair solutions using a right first time approaching, utlising high-quality components and materials. Our skilled and expert employees ensure that we provide the best vehicle accident repairs...

  • Senior Flood Risk Consultant

    2 months ago

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

    Senior Flood Risk Consultant - position available for our client out of their Henley-on-Thames office. Due to increased workload in this medium sized multi site consultancy they are looking for a Senior / Principal Flood Risk Consultant to play a key role in leading and managing flood risk assessment projects, providing technical expertise, and contributing...

  • Supported & Agency Services Officer

    3 months ago

    Walton-on-Thames, United Kingdom PA Housing Full time

    **A little bit about what we are looking for...** Representing PA on the frontline you will act as an ambassador for PA Housing, working with internal and external partners to deliver excellent services to our customers. You will take ownership of a regional patch working closely with our support and care providers in our supported housing schemes. You will...

  • Commercial and Business Transfer Agent

    4 months ago

    Southend-on-Sea, United Kingdom Gilbert & Rose Full time

    **Job Title: Commercial and Business Transfer Agent** **Salary: Basic salary £25,000 to £35,000 depending on experience. OTE £40,000 to £50,000 PA** **Job Summary**: As a Commercial and Business Transfer Agent, you will play a crucial role in facilitating the sale, purchase, and transfer of commercial properties and businesses. You will be responsible...

  • Office Operations Coordinator

    3 weeks ago

    Walton-on-Thames, Surrey, United Kingdom Uxbridge Employment Agency Full time

    Job Summary:We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Uxbridge Employment Agency. As an Administrative Support Specialist, you will provide exceptional customer service and administrative support to our clients and internal teams.Key Responsibilities:Manage client inquiries and provide timely...

  • Flood Risk Consultant Lead

    4 weeks ago

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

    Exciting Opportunity: Senior Flood Risk ConsultantOur client, a well-established consultancy based in the UK, is seeking a Senior Flood Risk Consultant to join their team. This is a key role that involves leading and managing flood risk assessment projects, providing technical expertise, and contributing to the growth of the business.Senior Flood Risk...