Associate, Client Operations (Taiwan Based)

Invesco

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profile Job Location:

Taipei City - Taiwan

profile Monthly Salary: Not Disclosed
Posted on: 3 days ago
Vacancies: 1 Vacancy

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:

To know more about us:


Required Experience:

IC

About InvescoAs 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 ...
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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

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