About Invesco

With over $1.7 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, explore your potential at Invesco.

Job Description

Trainee

Your Team

For this role you will be part of the North America Transfer Agency (NATA) team. Under general supervision, you will be responsible for analyzing and processing mutual fund shareholders’ written requests. Client support include internal customers, financial intermediaries and individual shareholders. Representatives will utilize multiple systems to research, process, and analyze shareholder requests.

The job holder may be required to perform other duties as deemed appropriate by their manager from time to time. Willing to work in rotational shifts including night shift based on business needs.

Your Role
  • Actively participate during process training to gain subject matter expertise. Sort out questions by proactively seeking clarity.
  • Assess client requests, refer to departmental guides, ascertain next steps for processing via active research.
  • Adhere to quality and productivity metrics for the role, as defined by the department from time to time.
  • Work alongside team members, management, and actively participate in initiatives within the team/department.
  • Engage with onshore team members, trainers, and coordinators as and when required.
  • Continuously learn based on feedback provided.
  • Upskill by training on newer work types as scheduled.
  • Contribute constructively to the team goals and objectives in a team environment.
The Experience You Bring
  • Strong communication skills.
  • Ability to make quick decisions, establish priorities, and concentrate on detailed information, sometimes under stressful conditions.
  • Strong reasoning skills and an aptitude for problem-solving.
  • Ability to cooperate in a team environment.
  • Proficiency with keyboarding and computer fundamentals in a Windows environment.
  • Basic mathematical skills necessary.
  • Financial services experience is a plus.
  • Work experience in a customer service environment preferred.
Academic Requirements
  • B.Com./BBA Finance (2024 & 2023 Batch)
  • 50% or equivalent CGPA/CQPI throughout 10th, 12th or Diploma, UG course
What’s in it for you?

As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world.

Our benefit policy includes but not limited to:

  • Competitive Compensation
  • Flexible, Hybrid Work
  • 30 days’ Annual Leave + Public Holidays
  • Life Insurance
  • Retirement Planning
  • Group Personal Accident Insurance
  • Medical Insurance for Employee and Family
  • Annual Health Check-up
  • 26 weeks Maternity Leave
  • Paternal Leave
  • Adoption Leave
  • Near site Childcare Facility
  • Employee Assistance Program
  • Study Support
  • Employee Stock Purchase Plan
  • ESG Commitments and Goals
  • Business Resource Groups
  • Career Development Programs
  • Mentoring Programs
  • Invesco Cares
  • Dress for your Day
Apply Now

Our D&I approach

We believe that a diverse, inclusive, and supportive workplace where everyone feels equally valued provides a more rewarding work environment for our colleagues. This starts at the top, with our most senior leaders having diversity and inclusion goals, individually as part of their annual performance goals, as well as for their teams. Our global focus on diversity has grown exponentially. We have strong foundations in place, embedded diversity and inclusion (D&I) goals across the business, and encourage connection and community through our many employee-led Business Resource Groups (BRGs).

Corporate Responsibility Report

“Invesco’s commitment to our people, clients, and communities is at the center of our purpose,” said Kellie Schonberg, Global Head of Corporate Responsibility. “We focus on fostering an inclusive culture, making responsible investments, ensuring sustainable operations and strong governance.”