Investment Portfolio Coordinator
6 days ago
We are seeking a skilled Investment Portfolio Coordinator to join our team. In this role, you will be responsible for managing relationships with institutional investors, family offices, and High Net Worth individuals. Your primary focus will be on facilitating regular investor engagement and interactions, ensuring accurate and timely communication.
About the Position- Responsibilities will include onboarding investors into our fund, completing the investor due diligence processes (KYC & AML), and ensuring all documentation is completed accurately.
- You will work closely with introducers and agents, key vendors, and internal stakeholders to ensure seamless fund recording and investor portal management.
- Another key aspect of the role will be reconciling all investor inflows and outflows, organizing and calculating investor redemptions, including detailed cashflow planning.
- You will be responsible for organizing investor meetings and events, managing factsheet content, and overseeing Investor reporting.
- Additionally, you will liaise with internal business teams and external stakeholders (Investment, Legal, Finance etc.), participate in ad-hoc projects, such as co-investment processes, and ensure full compliance with all policies and procedures.
- A minimum of 5 years of relevant work experience, preferably in an investor relations/client services role.
- You will need to be detail-oriented, a structured thinker with strong project management and stakeholder management skills.
- Exceptional English communication skills are required, both written and verbal.
- Proficiency in Excel, PowerPoint, and Word is highly desirable.
- You will need to be able to work effectively with senior management, investment teams, and investors.
- Technically minded, you should be comfortable understanding financial/performance terminology.
-
Investment Portfolio Manager
3 weeks ago
Henley on Thames, Oxfordshire, United Kingdom eFinancialCareers Full timeJob Title: Investment Portfolio ManagerWe are seeking a highly adaptable and analytical professional with a finance outlook to manage external relationships with institutional investors, family offices, and High Net Worth individuals.
-
Portfolio Management Specialist
27 minutes ago
Henley on Thames, Oxfordshire, United Kingdom eFinancialCareers Full timeJob Description:eFinancialCareers is seeking a highly skilled Portfolio Management Specialist to join our team. As a Portfolio Management Specialist, you will be responsible for onboarding investors into the fund, completing the investor due diligence processes (KYC & AML), and completing all documentation. You will work closely with institutional investors,...
-
Investment Onboarding Manager
4 days ago
Henley on Thames, Oxfordshire, United Kingdom ENGINEERINGUK Full timeJob OverviewWe 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...
-
Senior Portfolio Risk Analyst
3 hours ago
Henley on Thames, Oxfordshire, United Kingdom ENGINEERINGUK Full timeSenior Portfolio Risk AnalystWe are seeking an experienced Senior Portfolio Risk Analyst to join our team at ENGINEERINGUK. As a Senior Portfolio Risk Analyst, you will be responsible for supporting all internal partners through in-depth market and liquidity risk analysis and reporting.Job Description:Company Overview:At ENGINEERINGUK, we are dedicated to...
-
Investment Onboarding Manager
1 week ago
Henley on Thames, Oxfordshire, United Kingdom ENGINEERINGUK Full timeAs a seasoned professional in the asset management industry, you will have the opportunity to work with our Client Onboarding team at Invesco EMEA.Job DescriptionWe are seeking an experienced Investment Onboarding Manager to join our team in Henley-on-Thames, Oxfordshire, United Kingdom. The successful candidate will be responsible for collaborating closely...
-
Investment Management Business Strategist
2 weeks ago
Henley on Thames, Oxfordshire, United Kingdom Landmark Faith Recruiting Solutions Ltd Full timeOpportunity SummaryFantastic chance to get involved in new projects within the Investment Management arena. As a Senior Business Analyst, you will be working with both internal and external partners, having significant experience in middle and back office operations. You will have the energy to be involved in a variety of important project-based work such as...
-
Henley on Thames, Oxfordshire, United Kingdom Landmark Faith Recruiting Solutions Ltd Full timeInvestment Management OpportunityA fantastic opportunity has arisen for an experienced Business Analyst to join this great award-winning firm. The successful candidate will be responsible for a wide range of tasks both BAU and projects within the department.As a Senior Business Analyst, you will be working with both internal and external partners, having...
-
Portfolio Risk Specialist
1 month ago
Henley on Thames, Oxfordshire, United Kingdom ENGINEERINGUK Full time**Company Overview:**Invesco is a leading asset manager dedicated to helping investors worldwide achieve their financial objectives.We deliver distinctive investment management capabilities and provide a wide range of investment strategies and vehicles to our clients around the world.
-
Financial Analyst Coordinator
1 hour ago
Henley on Thames, Oxfordshire, United Kingdom Invesco Asset Management Deutschland GmbH Full timeInvesco Asset Management Deutschland GmbH seeks a Financial Analyst Coordinator to join our EMEA Investment Compliance team based in Henley-on-Thames. This role offers significant growth opportunities, including collaboration with global teams and participation in strategic projects.Job DescriptionWe are looking for a highly organized individual with...
-
IFA Operations Coordinator
2 weeks ago
Henley on Thames, Oxfordshire, United Kingdom Ortus Psr Full timeIFA Operations Coordinator OpportunityOrtus Psr is looking for an experienced IFA Operations Coordinator to join its team. This role involves providing critical support to our financial advisors, ensuring smooth processing of financial transactions and maintaining accurate client records. With a competitive salary of £25,000 - £30,000, this position offers...
-
EMEA Asset Manager Coordinator
2 weeks ago
Henley on Thames, Oxfordshire, United Kingdom ENGINEERINGUK Full timeJob Overview:We are looking for an experienced Asset Manager Coordinator to join our team in EMEA. As a leading asset manager, Invesco aims to provide innovative solutions for investors worldwide. The successful candidate will play a key role in ensuring seamless client onboarding and excellent customer service.The ideal candidate will possess strong...
-
Marketing Design Coordinator
3 hours ago
Henley on Thames, Oxfordshire, United Kingdom ENGINEERINGUK Full timeJoin us at ENGINEERINGUK as a Marketing Design Coordinator! This is a full-time role based in Henley-on-Thames, Oxfordshire, United Kingdom.Salary: £55,000 - £75,000 per annumJob DescriptionThe creative team at Invesco is responsible for expressing the brand visual identity across all marketing touchpoints. As a Marketing Design Coordinator, you'll support...
-
Risk Measurement Specialist EMEA
10 minutes ago
Henley on Thames, Oxfordshire, United Kingdom ENGINEERINGUK Full timeRisk Measurement Specialist EMEAENGINEERINGUK is seeking a highly skilled Risk Measurement Specialist EMEA to join its Global Performance Measurement Risk's team based in Henley-on-Thames. As a Risk Measurement Specialist, you will be responsible for contributing to build and maintain a coordinated risk measurement infrastructure that reflects the EMEA risk...
-
Strategic Asset Optimization Lead
6 days ago
Henley on Thames, Oxfordshire, United Kingdom eFinancialCareers Full timeInvestment Portfolio Manager Role:We are seeking a skilled Investment Portfolio Manager to join our team at eFinancialCareers. As a key member of our team, you will be responsible for managing external relationships with institutional investors, family offices, and High Net Worth individuals.Responsibilities:Manage investor onboarding and due diligence...
-
ESG Research and Analysis Expert
2 weeks ago
Henley on Thames, Oxfordshire, United Kingdom ENGINEERINGUK Full timeWe are seeking an experienced ESG research and analysis expert to join our global ESG Research team at Invesco.Job DescriptionThe successful candidate will be responsible for producing proprietary ESG company-level research with a focus on investment relevance, leading regular ESG review meetings with portfolio managers, and monitoring company activities on...
-
Client Services Coordinator
1 week ago
Henley on Thames, Oxfordshire, United Kingdom Ortus Psr Full timeElevate Your Career with Ortus Psr's Administrative OpportunitiesAbout Our ValuesAt Ortus Psr, we value our employees and strive to create a supportive and friendly work environment. We believe in investing in our people and offering ongoing professional development opportunities.Your Job OverviewAs an IFA Administrator, you'll be integral to the client...
-
Risk Management Professional
1 month ago
Henley on Thames, Oxfordshire, United Kingdom ENGINEERINGUK Full time**Key Responsibilities:**Contribute to building and maintaining a coordinated risk measurement infrastructure reflecting EMEA risk monitoring needs.Ensure risk measurement capabilities and outputs are continuously improved based on evolving regulatory, statutory, or corporate portfolio risk measurement requirements.Monitor, analyse, and report market risk,...
-
Administrative Support Specialist
1 hour ago
Henley on Thames, Oxfordshire, United Kingdom Silver and Bow Full timeSilver and Bow seeks an experienced Administrative Support Specialist to join its team. As a key member of the operations department, you will provide high-quality administrative support to the family's business and personal affairs.This challenging role requires strong organizational skills, excellent communication abilities, and a solutions-driven...
-
Sustainability Analyst
2 weeks ago
Henley on Thames, Oxfordshire, United Kingdom ENGINEERINGUK Full timeWe are seeking an experienced ESG research and analysis expert to join our global ESG Research team at Invesco.Job DescriptionThe successful candidate will be responsible for producing high-quality ESG company-level research, engaging with companies on ESG-related agenda items, and providing insights to investment teams.Key ResponsibilitiesProducing ESG...
-
Global Asset Management Expert
1 hour ago
Henley on Thames, Oxfordshire, United Kingdom ENGINEERINGUK Full timeCompany Overview:Invesco is a leading asset manager dedicated to helping investors achieve their financial objectives. With a wide range of investment strategies and vehicles, we provide solutions for clients around the world.Salary: Competitive (£60,000 - £80,000 per annum)Job Description:We have an outstanding benefits package which includes...