Account Onboarding Manager – Fixed Term (14 months)
invesco · Oxfordshire
Job description
About the role
Invesco is seeking an Account Onboarding Manager on a 14‑month fixed‑term contract to ensure seamless onboarding and change management for institutional clients across EMEA and global mandates.
Key responsibilities
- Collaborate with clients, consultants, custodians, transition managers and internal partners to coordinate onboarding of new institutional clients (both segregated and investing into IVZ funds) within EMEA and globally managed mandates.
- Coordinate client change‑management events, such as transitions between custodians/KVGs for EMEA and global mandates.
- Manage the closure of institutional accounts within EMEA and globally managed mandates.
- Perform department‑wide administrative duties, including daily rota participation, broker mailbox management, schedule maintenance and weekly stakeholder meeting minutes.
- Identify and recommend improvements to onboarding and change‑management processes.
Required profile
- Proven experience in the asset‑management industry.
- Transitions, onboarding or operations experience is desirable.
- Relevant industry examinations (IAQ and IMC).
- Strong problem‑solving abilities and a proactive attitude toward change.
- Ability to work under pressure with a keen eye for accuracy and detail.
- Excellent interpersonal skills for liaising with internal departments.
- Understanding of the asset‑management ecosystem, trade life‑cycle, investment functions (legal, compliance, investment, risk) and operations (trade processing, corporate actions, reconciliations), as well as custodians and fund accountants.
Required skills
What we offer
- Company‑provided healthcare
- Generous annual leave allowance
- Flexible working options, including hybrid arrangements
- Generous pension provisions
- Income protection
- Health and wellness benefits
- Volunteering days
- Enhanced parental leave
- Life insurance
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Published 5 hours ago
Expires 1 month from now
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invesco
Oxfordshire
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