GENERAL PURPOSE OF POSITION
This position will serve as the primary internal contact for clients and client consultants to follow-up on any investment or service issues for the various products.
In addition, this position will assist the Project Management team with current projects.
PRIMARY DUTIES AND RESPONSIBILITIES
Assist Client Service Managers, Relationship Managers, and Product Specialists by compiling presentation materials for external client meetings
Field client questions, and fulfill standing and ad hoc requests for clients (i.e. monthly/quarterly consultant update questionnaires, compliance requests, audit requests, changes to guidelines, changes to contacts, etc.)
Facilitating cash movements within client portfolios
Perform queries for performance, holdings and characteristics reports for clients
Relationship management with internal groups (i.e. investment centers, product managers, sales & service, marketing, etc.)
Successfully create customized exhibits and charts for investment manager clients
Resolve service-related problems or questions and provide documentation as required
Assist GCCP Project Management team with projects
Bachelor’s degree and equivalent work experience
LICENSES, CERTIFICATES, REGISTRATIONS
Financial services experience. High level of understanding of investment products and performance measurement.
2-5 years of experience in investment client reporting and servicing
Proficient with MS Office (Word, Excel, Outlook, PowerPoint, and SharePoint)
Experience with PORTIA, DeskNet and VIADUCT
Must be capable of high level of communications, both written & verbal
Interpersonal skills necessary to communicate effectively with a variety of individuals including both internal and external contacts
Ability to cooperate in a team environment
Invesco - 19 months ago
As one of the largest independent global investment managers, Invesco Ltd. is dedicated to helping investors worldwide achieve their...