Transfer Agency Oversight Officer
Core
Oversee the quality and timeliness of Third Party Administrators (TPAs) to ensure they meet SLAs, KPIs, and regulatory requirements for Invesco's EMEA investment funds.
Role type
Transfer Agency Oversight Officer
Builds
Operational oversight of TPAs and internal delegates for EMEA investment funds
Domain
Investment Management / Transfer Agency / EMEA
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Transfer Agency operations, SLA/KPI monitoring, regulatory compliance (UCITS, AIFMD), stakeholder management, issue escalation, reporting
Preferred skills
Monitoring systems and processes, knowledge of TA organization structure, market awareness
Technologies
Word, Excel, PowerPoint
Responsibilities
Oversee TPA performance against SLAs and KPIs; complete daily TA operational activities; act as point of contact for technical issues and query resolution; monitor performance and initiate remedial actions; participate in service review meetings; ensure submission of Luxembourg regulatory returns.
Seniority
Mid-level, hands-on operational oversight
