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
Primary Duties/Responsibilities
- Co-ordinating IAL (Invesco Australia Limited) and IAMAH (Invesco Asset Management Australia Holdings) board meetings and Product Committee meetings – drafting agendas, taking minutes and preparing board/committee packs. Co-ordination of Board and Executive Committee circulating resolutions. Maintaining meeting schedule and director/committee member scheduling.
- Preparing and lodging statutory filings such as ASIC/ASX lodgments, including board and Responsible Entity documentation and fund filings. Maintain filings calendar.
- Maintaining corporate and fund registers.
- Conducting legal research and staying abreast of relevant laws, regulations, and industry developments and providing advice as required. Assist in the management of regulatory change projects.
- Assist with the preparation and presentation of relevant legal educational programs and materials.
- Support the greater APAC legal team in regional projects and by providing advice on local law and regulation.
- Maintaining the Corporate Governance Program and ensuring all corporate governance processes, forms and templates are documented and up to date.
- Manage the document execution and approvals process. Maintain document and other legal registers. Respond to document requests, prepare agreements as required and record key obligations.
- Manage the class actions process including obtaining trade data, communicating with lawyers and funders on the progress of matters, documentation and filing, class action committee and maintenance of class action register.
- Co-ordination with external and internal auditors for information/documentation requests.
- Assisting with archiving, file management, legal subscriptions, business planning and management of accounts payable.
- Providing general legal department support and administration as required.
Formal Education
- Legal qualification with a preference to be admitted (or eligible to be admitted) as a Solicitor in Victoria.
Work Experience/Knowledge/competencies
- At least 1-2 years corporate commercial legal experience or a comparable financial services or asset management institution.
- Experience in reviewing and understanding legal agreements and regulations.
- Experience in performing or possessing an understanding of Company Secretary duties and processes would be helpful.
- Proficient knowledge of Microsoft Office.
- Basic understanding of the financial market/investment management industry would be helpful or a willingness to learn.
Abilities/Personal attributes
- Strong listening, verbal and written communication skills.
- Self-starter able to work independently.
- High work standards and accountable.
- Able to work under pressure and adaptable to change.
- Proactive and uses own initiative with a focus on continuous improvement.
- Highly organised.
- Determination to achieve tasks and goals.
- Ethical and risk aware.
Key Internal Contacts
- Head of Legal & Compliance (Australia).
- Senior Compliance Manager (Australia).
- Asia Pacific Legal and Compliance team.
- Board of Invesco Australia.
- Executive Committee.
Key External contacts
- Auditors.
- Regulators.
Full Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
NoWorkplace 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 four days a week, with one day working outside an Invesco office.
Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable local laws governing non-discrimination in employment.
Personal data provided by job applicants will be used strictly in accordance with our personal data policy and for recruitment purposes only. Candidates not notified within twelve weeks may consider their application unsuccessful. All related information will be kept in our file for future recruitment purposes. When there are vacancies in our subsidiary or associate companies, we may transfer the application to them for consideration of employment. Under the Personal Data (Privacy) Ordinance, job applicants have a right to request access to, and to request correction of, Personal Data in relation to the application. If job applicants wish to exercise these rights, they should contact the Human Resources department.
What We Do
intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help our customers thrive and grow. Our solutions support over 30,000 financial professionals worldwide, representing over three million end-investors, with over $1 trillion (US) advised across our platforms.
intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry with $1.6tr AUM. Whilst intelliflo remains independent in operations to Invesco, we draw from its strengths. After bringing together Invesco’s digital advisory solutions under our global intelliflo brand in March 2021, we continue to remain dedicated to powering the entire advisory lifecycle through our range of open architecture solutions, as the global leader in financial advice technology.
Digitization is transforming wealth management. Invesco is committed to creating commercial software that allows advisors, institutions, and investors, to unlock technology-enabled possibilities. intelliflo is a key part of Invesco’s ambition to build the future of wealth management.