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About Company:
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.
Company Name: Invesco
Job Profile: NATA Trainee
Work Location: Hyderabad, Telangana, India
Job Id: R-7349
Job Type: Full time
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 departmental guides, ascertain next steps for processing via active research
• Adhere to quality and productivity metrics for the role you work that will be defined by the department from time to time
• Working alongside team members, management and actively participating for initiatives within 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 necessary.
• Financial services experience a plus.
• Work experience in 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.
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Note: Shortlisted candidates will receive an email/call for the further interview process.