Operations Associate, Real Estate Securities

  • Not Specified
  • Dallas, TX, USA Dallas TX US
  • Permanent, Full time
  • Invesco
  • 14 Jun 18 2018-06-14

Invesco is a leading global asset management firm with more than $937B* in assets under management. We provide our retail and institutional clients a diverse and comprehensive range of investment capabilities to help people get more out of life. Invesco is publicly traded on the

Invesco is a leading global asset management firm with more than $937B* in assets under management. We provide our retail and institutional clients a diverse and comprehensive range of investment capabilities to help people get more out of life. Invesco is publicly traded on the New York Stock Exchange (IVZ) and has about 7,000 employees in over 20 countries.
(*As of December 31, 2017)

Job Purpose (Job Summary):
This is an investment operations position that proactively supports all local and international Investment Professionals of the Global Real Estate Securities team by seeking out opportunities and responsibilities that will allow the Investment Team to focus exclusively on investment research and investment decision making.

Key Responsibilities / Duties:

  • Implement trade creation based on Investment Team instruction and coordinate with Invesco global trading desks
  • Ensure receipt of all client cash inflows and outflows and implement necessary rebalancing
  • Monitor and review client trading restrictions to ensure all guidelines are being satisfied in trade implementation
  • Maintain shared investment models and portfolio model summaries including processing, reporting, data verification, and scenario testing at the request of the Investment Team
  • Update various Microsoft Excel files and customized Bloomberg data for Investment Team based on deadlines established by each, i.e. daily, weekly, monthly, quarterly
  • Provide basic research support by running routine reports and performing data entry tasks including the Morning Outstanding Trades Report, Daily Cash Email, Daily Performance Report, other reports as defined and required
  • Perform and coordinate portfolio analytics, including performance attribution and monthly/quarterly reporting data packages
  • Provide support to the Investment Team for proxy voting matters
  • Maintain commission, CSA, and soft dollar reports

Work Experience / Knowledge:

  • Minimum 3 years professional work environment experience
  • Experience with Bloomberg and order management systems a plus

Skills / Other Personal Attributes Required:

  • Must demonstrate initiative, ownership for position and effective problem solving
  • Advanced computer skills, specifically with Microsoft Excel
  • Proven organizational skills and detail orientation
  • Proven communication skills, both verbal and written
  • Excellent team orientation
  • Ability to prioritize work and multi-task
  • Ability to work and communicate effectively with all levels
  • Ability to meet tight deadlines with a sense of urgency

Formal Education: (minimum requirement to perform job duties)

  • Undergraduate degree required, Finance or Computer Science preferred

Working Conditions:

  • Due to trading environment, schedule will require arrival by 7:30 a.m.

FLSA (US Only): Exempt

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.

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