Investment Onboarding Manager

4 days ago


Henley on Thames, Oxfordshire, United Kingdom ENGINEERINGUK Full time
Job Overview

We are seeking an experienced Investment Onboarding Manager to join our team at Invesco EMEA. The successful candidate will be responsible for coordinating the onboarding process for new institutional clients, ensuring a smooth transition and high-quality service delivery.

The ideal candidate will have a strong understanding of the asset management industry, with experience in trade lifecycle management and investment operations. They will also possess excellent communication and project management skills, with the ability to work collaboratively with internal stakeholders and external partners.

As an Investment Onboarding Manager, you will play a key role in driving business growth and building strong relationships with clients. You will also contribute to the development of our onboarding processes and procedures, ensuring they remain efficient and effective.

Key Responsibilities
  • Collaborate with clients, consultants, custodians, transition managers, and key internal partners to ensure effective coordination of onboarding new institutional clients
  • 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
Requirements

To succeed in this role, you will need:

  • Proven experience in the asset management industry, with a strong understanding of trade lifecycle management and investment operations
  • Excellent communication and project management skills, with the ability to work collaboratively with internal stakeholders and external partners
  • Strong analytical and problem-solving skills, with the ability to identify and resolve complex issues
Benefits

We offer a competitive salary and benefits package, including:

  • 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
Estimated Salary: £60,000 - £80,000 per annum

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