Invesco India Pvt. Ltd. NATA Trainee
About the job
As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world.
If you’re looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!
Job Description
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 includes 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 the 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. Follow departmental procedures as laid out from time to time to complete work.
- Assess client requests, refer to departmental guides, and ascertain next steps for processing via active research.
- Adhere to quality and productivity metrics for the role you work, which will be defined by the department from time to time.
- Working alongside team members, management, and actively participating in initiatives within the team/department
- Engaging with onshore team members, trainers, and coordinators as and when required
- Continuous learning based on feedback provided
- Upskill to get trained on newer work types as and when scheduled.
- Work in a team environment by constructively contributing to the team goals and objectives.
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 are necessary.
- Financial services experience is a plus.
- Work experience in a customer service environment is preferred.
Academic Requirements
- MBA (2024 & 2025 Batch)
- 50% or equivalent CGPA/CQPI throughout 10th, 12th, or Diploma, UG course
Workplace Model
At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility that our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office.
Why Invesco
In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other’s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business, and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally.
We believe in a diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially, and we encourage connection and community through our many employee-led Business Resource Groups (BRGs).
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 is 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
In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI-enabled learning platform delivers curated content based on your role and interest. We ensure our managers and leaders also have many opportunities to advance their skills and competencies that become pivotal in their continuous pursuit of performance excellence.