NATA Trainee

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. 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, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

Your Role

• Actively participate in process training to gain subject matter expertise and proactively seek clarification when required.
• Assess client requests, refer to departmental guides, research applicable procedures, and determine appropriate processing steps.
• Follow departmental policies and procedures while completing assigned work.
• Take complete ownership and accountability for assigned work, keeping management informed of critical matters while acting in the client's best interest.
• Adhere to and exceed quality, productivity, and efficiency metrics defined by the department.
• Continuously learn from feedback and apply improvements to enhance quality and reduce errors.
• Upskill on newer work types as scheduled and embrace ongoing development opportunities.
• Work collaboratively with team members, management, trainers, coordinators, and onshore partners.
• Contribute constructively to team goals, daily MDIs, process improvement initiatives, and departmental projects.
• Actively participate in team and department initiatives and support a culture of continuous improvement.

What we look for

• Basic understanding of the mutual fund industry and mutual fund terminology is a plus.
• Financial services knoweldge good to have.
• Work experience/knowledge in customer service environment is added advantage

Skills

• Strong communication skills.
• Ability to grasp new concepts quickly and take ownership of self-development.
• Ability to make quick decisions, establish priorities, and focus on detailed information under pressure.
• Strong reasoning and problem-solving skills.
• Ability to work effectively in a team environment with minimal supervision.
• Ability to manage multiple priorities and deliver high-quality work within established deadlines.
• Proficiency with keyboarding and computer fundamentals in a Windows environment.
• Basic mathematical skills.

Academic Requirements  

• MBA Finance (2025 & 2026 Batch)
• 50% or equivalent CGPA/CQPI throughout 10th, 12th or Diploma, UG course

The above information is intended to describe the general nature and level of work performed by employees in this role. It is not intended to be a comprehensive inventory of all duties, responsibilities, or qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

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. 

Why Invesco

In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other’s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally. 

We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs).  

What’s in it for you? 

As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world. 

Our benefit policy includes but not limited to: 

• Competitive Compensation 
• Flexible, Hybrid Work 
• 30 days’ Annual Leave + Public Holidays 
• Life Insurance 
• Retirement Planning 
• Group Personal Accident Insurance 
• Medical Insurance for Employee and Family 
• Annual Health Check-up 
• 26 weeks Maternity Leave 
• Paternal Leave 
• Adoption Leave 
• Near site Childcare Facility 
• Employee Assistance Program 
• Study Support 
• Employee Stock Purchase Plan 
• ESG Commitments and Goals 
• Business Resource Groups 
• Career Development Programs 
• Mentoring Programs 
• Invesco Cares 
• Dress for your Day 

In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence. 

To know more about us 

About Invesco: https://www.invesco.com/corporate/en/home.html 

About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html 

About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html 

About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html 

Apply for the role @ Invesco Careers: https://careers.invesco.com/india/