Associate, Client Operations (Taiwan Based)
Taipei City - Taiwan
Job Summary
About Invesco
As one of the worlds 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 youre looking for challenging work intelligent colleagues and exposure across a global footprint come explore your potential at Invesco.
Whats in it for you
Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:
Generous annual leave plus flexible paid time off
Hybrid work schedule
Learning and development programs
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan (if applicable in your region)
Job Description
Department Description: APAC Client Operations (CO) provides well-rounded services through offering standard/ad-hoc reporting pack product/fund data and onboarding activities coverage across investments sales marketing and back office operation to Invescos clients e.g.
- Support sales team to identify clients needs and determine strategy fit by providing RFP/RFI/Presentation support
- Co-create relationship through onboarding activities when take-on clients
- Provide product reporting/client reporting for relationship management
- Maintain existing / prospecting clients enquiries
- Provide product factsheet information and relevant solutions.
- Bespoke reporting to clients consultants and external data vendors
- Key global distribution services business project management controls and systems enhancement
About the Role
- Support APAC institutional client reporting & product reporting tasks which include review month-end portfolio validations prepare customized client/product reports and address ad-hoc client requests.
- Ensure all production support work flow is smooth and production requests are handled timely.
- Participate in issue investigation and research.
- Escalate reporting issues to ensure issues are resolved accurately and efficiently.
- Proactively contribute ideas research and recommend continuous improvement opportunities (e.g. automate production). Participate in approved continuous improvement initiatives.
Requirement for the Role:
- Require a University degree in Accounting Finance or business area of concentration.
- Fresh graduate or less than 2 years of experience is welcome.
- Basic knowledge of fund/segregated mandate operations is plus.
- Articulate with good command of written and verbal communication in English and Mandarin.
- Demonstrable strong capabilities in building relationship with external / internal stakeholders.
- Proficiency in Microsoft Excel particular VBA is desirable.
- Focus on teamwork and demonstrate problem solving attitude
- Ability to resolve complex issues with minimum supervision required
- Securities Investment Trust and Consulting Professionals is required
How to Apply:
- Apply for the role directly here or atInvesco Careers:Careers at Invesco APAC.
To know more about us:
- About Invesco: our Culture: our CR program: Time / Part TimeFull time
Worker Type
EmployeeJob 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.Invescos 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.
Required Experience:
IC
About Company
Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. We have specialized investment teams managing investments across a comprehensive range of asset classes, investment styles and geographies, ... View more