Advanced Principal, Portfolio Services

Invesco Ltd. • Atlanta, GA

2d • Hybrid

About The Position

The Advanced Principal, Portfolio Services provides subject matter expertise, leadership, solutions, and recommendations for complex business concerns spanning regions, functions, and vendors. The role owns critical production issues, serves as an escalation point, and supports colleagues with day-to-day operations and production support. It builds relationships with stakeholders including Investments, Compliance, service providers, and global Invesco business areas on cash-related matters.

The position leads and coordinates research, analysis, implementation, documentation, and training for global business requirements and projects. It develops team plans and priorities, represents IDS Portfolio Services in global and cross-functional projects, and establishes a global support and oversight model that accommodates regional needs. The role also drives consistent procedures and cross-training, contributes to continuous improvement, mentors team members, and identifies and mitigates operational risks.

The position requires 6–8 years of investment management industry experience, strong knowledge of global investment products and investment services processes, and experience with business applications such as Charles River or Aladdin. A university degree in Finance or a business concentration, or an equivalent combination of education, training, and experience, is required. The role is full-time and follows Invesco’s workplace policy, which as of October 1, 2025, requires at least four full days each week in an Invesco office.

Requirements

• Minimum 6–8 years of industry experience in an investment management firm.
• Excellent knowledge of investment products globally.
• Comprehensive understanding of internal and industry standards and principles.
• Ability to identify and resolve complex, multidimensional business problems using broad functional and process knowledge.
• Previous knowledge and work experience with business applications such as Charles River and Aladdin.
• Strong understanding of end-to-end investment services processes, including trade entry, trade processing, settlement, valuation, cash management, corporate actions processing, and fund accounting.
• University degree in Finance or a business area of concentration, or an equivalent combination of education, training, and experience providing the required knowledge, skills, and abilities.

Nice To Haves

• Experience working with third-party middle office and custody providers.
• MBA.
• CFA or a professional accounting designation such as CMA, CGA, CA, or CPA.
• Ability to maintain a big-picture perspective alongside deep knowledge of data, processes, and business flows across systems.

Responsibilities

• Provide subject matter expertise, leadership, solutions, and recommendations for complex cross-region, cross-functional, and cross-vendor business concerns.
• Own critical production issues, ensure they are resolved accurately and efficiently, and act as an escalation point.
• Support and guide colleagues in day-to-day operations and production support tasks.
• Build relationships with Investments, Compliance, service providers, and global business areas on cash-related concerns.
• Lead and coordinate research, analysis, implementation, documentation, and training for global business requirements and projects.
• Develop and execute team plans covering business, production, and organizational priorities.
• Set priorities, recommend resources, and develop policies aligned with team goals and objectives.
• Represent IDS Portfolio Services as a subject matter expert in cross-functional and global projects.
• Facilitate discussions and build consensus and agreement with a win-win focus.
• Motivate project team members across functions and locations and foster a positive environment for delivering outcomes.
• Establish and refine a global support and oversight model while addressing unique regional business needs.
• Ensure standard operating procedures are documented and cross-trained across the global team.
• Conduct independent research, review, and analysis of financial statements, organizational structures, business models, operational risks, performance, and securities as needed.
• Recommend continuous improvement opportunities and lead approved initiatives, including streamlining or automating daily operations processes.
• Mentor Analysts and Administrators, share knowledge and experience, provide feedback to location managers, and identify operational risks and lead implementation of agreed mitigation strategies.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Principal