Transfer Agency Oversight Officer

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.

We have an outstanding benefits package which includes:

Your Role:

To support the delivery of superior EMEA TA servicing through:

• Oversee the quality and timeliness of TPAs to ensure that they are performing to the agreed SLAs and KPIs and are offering excellent client service to our distribution partners and their clients.

• Complete the various TA operational activities under Invesco’s remit ensuring they are completed within procedures, timelines, and regulatory requirements.

• Oversee and support the activities completed by internal TA delegates.

What you will be doing:

• To perform first level of interrogation and identification of issues which require escalation to functional management for interventions and onward decision making.
• To act as point of contact between Invesco Luxembourg and TPAs/ internal delegates for any technical or BAU issues, sign off authorisation and query resolution. To evidence the interventions, actions, decisions made by IMSA in guiding/instructing the TPA.
• To complete the day-to-day operational activities under TA Oversight remit.   Ensure all activities are completed to the required standard within agreed timescales, adhering to regulatory and procedural guidelines.  Ensure relevant procedures are in place and maintained.
• To monitor the overall performance against targets (SLAs and KPIs), standards and deadlines and ensure remedial action or escalation is taken as required.  Work with TPAs, service providers, internal stakeholders & local offices to ensure excellent service is maintained.
• To build an open and effective communication channel with TPAs and our internal business partners/ delegates to ensure that TPAs can meet both Invesco’s business needs and continue to deliver excellent client service.
• Participate in service review meetings to ensure regulatory breaches, SLA breaches and service quality issues are mediated, addressed (with working examples where applicable) resolved.
• To provide support or an escalation route when necessary to manage and resolve any queries received from TPAs and our internal business partners.  Escalate to functional management or Luxembourg Conducting Officers, as required.
• Provide support, local input to and (where required) sign off to TPAs and internal delegates/ stakeholders to support Invesco projects for product developments, regulatory change, and business requirement changes. 
• To ensure that all Luxembourg regulatory returns and/or statistics are completed and submitted within the approved timescales.  Produce and disseminate reporting as required.
• Where a TA activity remains in TA Oversight, effectively process work accurately and within agreed timeframes/procedures.
• Ensure all activities are in line with Invesco’s Conduct principles

What you will bring:

• Proven Transfer Agency experience

• Experience of monitoring systems, processes, and service standards an advantage

• Knowledge of UCITS, SICAV, AIFMD and QIF/FCP Regulations an advantage

• Overall knowledge of TA organisation and how different departments interact.

• Awareness of market in which the company is operating, including market trends and relevant initiatives by competitors.

• Proficient in the use of PC software including Word/Excel/PowerPoint

• Relevant business/professional qualifications or equivalent 3rd level education

• Effective communication and influencing skills at all levels both internally and externally.

• Relationship building skills with varying levels and external clients.

• Ability to work under pressure.

• Excellent attention to detail, while appreciating the bigger picture

• Excellent organisational skills and ability to prioritise own workload.

• Self-motivated, organised, and flexible to new ideas

• Results focused ensuring client’s needs are met professionally and in a timely manner.

• Problem solver and issue resolution skills

• Ability to escalate issues when appropriate.

• Flexibility and willing to travel when required.

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in the role's advertised office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

If this sounds like you, we’d love to hear from you! We want all of our candidates to shine during the application and selection process, so if you need any adjustments to be made, please send an e-mail to [email protected]. Please include your name, the job you are interested in, and the type of adjustment you need (for example; breaks during your interview, remote interviews, additional time for assessments or other required adjustments)

We promote a working environment that welcomes everyone and creates inclusive teams, celebrates difference and encourages everyone to be themselves at work.

Our commitment to the community and environmental, social and governance investing:
We partner with charitable organisations globally to make an impact in the communities where we live and work. Our people are encouraged to support the charities they feel most passionate about.  We are also committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific responsible investment product strategies as well as part of our commitment to deliver a superior investment experience. 

Recruitment Agencies: 
Invesco has an in-house recruitment team, which focuses on sourcing great candidates directly. Invesco will not accept unsolicited resumes from agency or search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired. When we do use agencies, we have a PSL in place, so please do not contact hiring managers directly.

Regulatory:
This position may fall in-scope of one or multiple regimes/directives.