As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. If you’re looking for challenging work, intelligent colleagues, and exposure across a global footprint, explore your potential at Invesco.
Benefits Package
- Company-provided healthcare
- A competitive annual leave allowance
- Flexible working options, including hybrid working arrangements
- Generous pension provisions
- Income protection
- Health and wellness benefits
- Volunteering days
- Enhanced parental leave
- Life insurance
Role Overview
Provide a timely, accurate and high-quality Investor Relations and product support service to Invesco Real Estate clients, CPMs and Distribution colleagues. This role supports clear, client-ready information, effective investor servicing, fund reporting and coordination across internal and external stakeholders.
Responsibilities
- Work within the Invesco Private Markets EMEA Product team to deliver an exceptional service experience to clients.
- Act as a point of contact for direct requests from existing investors and prospects, and support Client Portfolio Managers, the wider IRE team, and IVZ Distribution colleagues with prompt responses to qualitative and quantitative requests.
- Prepare clear, client-ready information on the firm’s direct real estate fund products for institutional investors.
- Provide bespoke reports for selective clients in collaboration with the Hyderabad team and other internal stakeholders.
- Support the effective management of investor servicing processes, including communications, fund portals, reporting deliverables, investor meetings, investor calls, and governance materials.
- Coordinate with Transfer Agents, Corporate Secretary, Treasury and internal teams on investor lifecycle events such as subscriptions, transfers, redemptions, distributions, capital calls, management fee rebates and KYC/AML refreshes.
- Maintain accurate investor, fund and distribution information across relevant systems (Investran, Viaduct, Salesforce).
- Produce and maintain recurring data sets and management information covering AUM, personnel, transactions, capital raising, client activity, fee status and other key product or distribution metrics.
- Collaborate with the wider IRE business, Marketing and support teams to improve the quality, consistency and efficiency of recurring reporting, data management and workflow processes.
- Coordinate with IRE’s global Investor Relations and Product Management team for global consistency and co‑ordination of client relationship management.
- Ensure all activities align with Invesco’s Conduct principles.
Qualifications
- Relevant experience in Investor Relations, Client Relationship Management, Client Service or Product Management within asset management, private markets or another institutional investment environment.
- Good understanding of the role Investor Relations plays in supporting institutional clients, distribution teams and internal stakeholders.
- Experience in real estate is advantageous but not essential.
- Solid knowledge of investor servicing processes, client communications, fund reporting cycles and the importance of accurate, timely and client‑ready responses.
- Highly proficient in MS Word, Teams, PowerPoint, Outlook, Excel and OneNote; strong Excel, data management and reporting skills. Knowledge of CRM and fund systems such as Investran, Viaduct and Salesforce is useful.
- Comfortable working with investor data, maintaining data quality and supporting practical process improvements.
- Fluent in English and German preferred.
- Graduate degree preferred but not essential.
- Relevant qualifications (e.g., CFA, CAIA, IMC) helpful.
- High personal motivation; ability to work independently, take ownership of assigned workstreams and contribute effectively as part of a team.
- Strong interpersonal skills to coordinate input from Product, CPMs, Distribution, Operations, Transfer Agents and other partners.
- Excellent written and verbal communication skills for producing clear, accurate and client‑ready materials.
- Ability to prioritise tasks, be deadline‑driven and manage multiple requests.
- Excellent attention to detail, organisational skills and judgement when handling investor information, deadlines and client‑facing deliverables.
EEO and Disability Confident Scheme
Applicants who opt in to the Disability Confident Scheme and meet the ‘minimum criteria’ for the role will be offered an interview. Invesco is committed to providing an inclusive recruitment process for all candidates who make an application. Applicants opt‑in by contacting the relevant team after applying for the role on the external careers page.
#J-18808-Ljbffr…