Advanced Principal, Data Management

Invesco • Atlanta, GA

9d • Hybrid

About The Position

Global Portfolio Services Group provides global end-to-end trade processing, portfolio operations, and data management in support of Invesco’s investment-related activities. Its mission is to provide quality service through disciplined operations, support investment processes and new products and instruments, respond to changing economic, regulatory, and risk environments, and manage and deliver quality data in accordance with “SMART” data principles.

The Advanced Principal, Data Management will serve as the lead U.S. Securities Data Operations contact while supporting the global Securities Data Operating Model and teams. The role partners with internal consumers, offshore teams, operational outsource partners, data vendors, Data Product Owners, and Data Stewards. It provides oversight, participates in data governance and process improvement initiatives, and may perform hands-on data tasks when business needs or urgent consumer requests arise.

This is a full-time, exempt employee position. Under Invesco’s workplace policy, employees are expected to work at least four full days each week in an Invesco office, as of October 1, 2025.

Requirements

• At least 10 years of Securities Reference Data experience, including setting up securities and leading teams that set up securities and manage securities data.
• Experience leading global teams of Securities Data professionals and interacting with vendor outsourced models.
• Excellent knowledge of equities, fixed income, listed derivatives, and over-the-counter derivatives.
• Strong knowledge of front-to-back trading and investment processes through buy-side asset management experience; suitable sell-side experience may also be considered.
• Experience with security master applications such as Markit EDM (Opus EDM), Golden Source, or proprietary systems.
• Experience with OMS systems such as CRD and Aladdin, including their security master modules.
• Detailed knowledge of market vendor data, including Bloomberg, Refinitiv, RIMES, Intex, and Markit, including security and issuer classifications.
• Experience handling time-sensitive securities data requests requiring special attention, such as pre-trade compliance, trading data needs, client reporting accuracy, corporate actions, and pricing issues.
• Fluency in financial data and ability to interpret prospectuses and securities filings (e.g., SEC and BBG) and financial statements, including country-of-revenue and country-of-issue analysis.
• Ability to create research write-ups as needed by the business and other stakeholders.

Nice To Haves

• Experience with Alpha or State Street middle office teams.
• Understanding of contemporary modern data governance practices and philosophies.
• Knowledge of Snowflake and experience writing SQL.

Responsibilities

• Lead U.S. Securities Data Operations and support the Global Securities Data Operating Model and teams.
• Act as a liaison between internal Securities Data consumers, including Trading, Front Office Operations, Investment Compliance, and Risk.
• Participate in projects to improve business-as-usual processes and transformation initiatives, ensuring Data Operations remains optimal and responsive to consumer needs.
• Perform hands-on data tasks when business needs arise or consumers require immediate assistance.
• Provide oversight of offshore teams, operational outsource partners (STT), and data vendors, including Bloomberg and Refinitiv.
• Partner with Data Product Owners and Data Stewards; participate in data governance design and process improvement, and provide expertise on best practices and contemporary data governance initiatives.
• Provide operational and vendor oversight metrics to IDO and IDS management, including securities setup activity, issues, vendor SLA violations, and market data challenges.
• Proactively drive process improvement and efficiency while maintaining accuracy and academic integrity.
• Interpret financial data from prospectuses and securities filings, read financial statements, and prepare research write-ups as needed by the business and stakeholders.

Benefits

• Flexible paid time off
• Hybrid work schedule
• 401(k) matching of 100% up to the first 6%, with a discretionary supplemental contribution
• Health and wellbeing benefits
• Parental leave benefits
• Employee stock purchase plan
• Comprehensive compensation and benefit offerings

What This Job Offers

• Job Type: Full-time
• Career Level: Principal
• Education Level: No Education Listed