Team Lead, Client Reporting & Servicing

  • Not Specified
  • Atlanta, GA, USA
  • Festanstellung, Vollzeit
  • Invesco
  • 17 Jan 17

Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our clients around the


Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our clients around the world. Operating in more than 20 countries, the firm is listed on the New York Stock Exchange under the symbol IVZ.


Job Purpose (Job Summary):
To deliver the highest standard of client service for institutional clients by assisting in the supervision of the Client Reporting Team. Ensure all reporting deadlines are met and participate in projects for improvements to existing processes where appropriate.


Key Responsibilities / Duties:

  • Team lead responsibilities include include but are not limited to: coordination of the production process; ensure team deadlines are met

  • ...establish and implement policies and procedures; help to prioritize responsibilities for the team; resolve problems and escalate as needed.

  • Review work prepared by direct reports, clearance of reconciling items, investment restriction monitoring, ensuring that accurate records are maintained for all clients,

  • ...filing, responding to queries from stakeholders and clients, client instructions, management fees, and complaint, breach and incident reporting

  • Ensure all activities within the GDS team are performed accurately, timely and efficiently to meet internal KPIs

  • Conduct regular one-to-one meetings with direct reports; interview, hire, orient, and train employees; prepare and deliver performance reviews; and handle personnel issues as they arise

  • Provide regular briefings to the Client Reporting Manager on significant issues, escalating any likelihood of failure to complete processes by deadlines, maintain and update the team issues log

  • Ensure that process and procedures are followed and highlight necessary amendments

  • This will assist in the training of team members (new and existing) on new procedures and ensuring effective knowledge transfer within the team

  • Provide cover for absent Team Leader

  • Coordinate and complete all assigned client reports and client service requests in conjunction with Sales & Service, Investment Centers, and other departments where necessary

  • Perform other duties as assigned




Work Experience / Knowledge:

  • 5 years financial services knowledge/experience

  • Some experience leading teams or managing people

  • Proficient with MS Office (Word, Excel, and PowerPoint)


Skills / Other Personal Attributes Required:

  • Abiltiy to work well in a team environment

  • Excellent verbal and written communication skills

  • Proactive attitude to change management

  • Able to work well under pressure

  • Ability to conduct complex analysis and present data in a meaningful way

  • Strong organizational skills and detail orientation

  • Open minded, flexible, and willing to listen for other people’s opinions

  • Interpersonal skills necessary to effectively communicate over the phone with a variety of individuals at all technical levels are required


Formal Education: (minimum requirement to perform job duties)

  • A Bachelor’s Degree and/or equivalent work experience


Working Conditions:

  • Normal office environment with little exposure to noise, dust and temperatures

  • The ability to lift, carry or otherwise move objects of up to 10 pounds is also necessary

  • Normally works a regular schedule of hours, however hours may vary depending upon the project or assignment

  • Hours may include evenings and/or weekends and may include 24 hour a day on call support by pager and/or cell phone


FLSA (US Only): Exempt


The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and 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. 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 U.S. state and federal laws governing non-discrimination in employment.