Invesco

Manage and improve client reporting and fund operations processes, create presentations, and ensure data accuracy. | Bachelor's in related field, strong organizational and communication skills, proficiency in Excel and PowerPoint, with some experience in fund operations or real estate preferred. | About the position About Invesco As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. 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, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco. What’s in it for you? Our people are at the ver y core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including: Flexible paid time off Hybrid work schedule 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution Health & wellbeing benefits Parental Leave benefits Employee stock purchase plan Job Description Key Responsibilities Client Reporting Own the quarterly reporting process, including creating graphs, tables, and maintaining databases. Prepare client materials for update calls, meetings, and annual reviews. Assist in responding to client data requests, including unfunded commitment and loan summary reports. Support the creation of fund extension materials and related analytics. Review and refine client materials. Coordinate with Investment Management teams to ensure data accuracy and timely reporting. Support the preparation of presentation materials for client meetings, client update calls, and internal fund reviews. Collaborate with team members to refine messaging and ensure consistency across client communications. Fund Operations Assist in capital calls and distribution processes. Review and validate waterfall calculations and advisory fee calculations. Help track asset performance and capital deployment metrics. Process Optimization & Presentation Support Enhance internal efficiency by automating reports and standardizing templates. Create high-quality PowerPoint presentations with strong formatting. Maintain and update reporting databases and fund models on a monthly basis. Ensure presentation materials are tailored to audience needs, including institutional investors as well as internal stakeholders / committees. Assist in developing templates and visual standards for recurring client and fund reporting decks. Qualifications Bachelor’s degree in Finance, Real Estate, Business Administration, or related field. One+ year(s) of experience in real estate investment, fund operations, or investor relations preferred but not required. Exceptional organizational skills with strong attention to detail. Excellent written and verbal communication skills. Proactive and act with sense of urgency with internal and client requests. Demonstrated resourcefulness with strong problem-solving skills. Ability to manage multiple priorities and meet deadlines in a fast-paced environment. Advanced proficiency in Microsoft Excel and PowerPoint. Familiarity with Yardi is a plus. The total compensation offered for this position, which includes salary and incentive pay, will vary based on skills, experience and location. The salary range for this position in New York is \$105,000 to \$123,000 annually. Full Time / Part Time Full time Worker Type Employee Job Exempt (Yes / No) Yes Workplace Model Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development. 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. Responsibilities • Own the quarterly reporting process, including creating graphs, tables, and maintaining databases. • Prepare client materials for update calls, meetings, and annual reviews. • Assist in responding to client data requests, including unfunded commitment and loan summary reports. • Support the creation of fund extension materials and related analytics. • Review and refine client materials. • Coordinate with Investment Management teams to ensure data accuracy and timely reporting. • Support the preparation of presentation materials for client meetings, client update calls, and internal fund reviews. • Collaborate with team members to refine messaging and ensure consistency across client communications. • Assist in capital calls and distribution processes. • Review and validate waterfall calculations and advisory fee calculations. • Help track asset performance and capital deployment metrics. • Enhance internal efficiency by automating reports and standardizing templates. • Create high-quality PowerPoint presentations with strong formatting. • Maintain and update reporting databases and fund models on a monthly basis. • Ensure presentation materials are tailored to audience needs, including institutional investors as well as internal stakeholders / committees. • Assist in developing templates and visual standards for recurring client and fund reporting decks. Requirements • Bachelor’s degree in Finance, Real Estate, Business Administration, or related field. • Exceptional organizational skills with strong attention to detail. • Excellent written and verbal communication skills. • Proactive and act with sense of urgency with internal and client requests. • Demonstrated resourcefulness with strong problem-solving skills. • Ability to manage multiple priorities and meet deadlines in a fast-paced environment. • Advanced proficiency in Microsoft Excel and PowerPoint. Nice-to-haves • One+ year(s) of experience in real estate investment, fund operations, or investor relations preferred but not required. • Familiarity with Yardi is a plus. Benefits • Flexible paid time off • Hybrid work schedule • 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution • Health & wellbeing benefits • Parental Leave benefits • Employee stock purchase plan

Lead the design and delivery of scalable, compliant learning programs for sales teams, including onboarding, ongoing development, and technology integration. | Extensive experience in Learning & Development within regulated environments, proficiency with LMS tools, and strong project management and stakeholder collaboration skills. | About the position About the Role: We are seeking a dynamic Director of Sales Readiness & Talent Development t o lead the design and delivery of scalable learning programs that enhance the skills and effectiveness of our sales organization. This role will shape Invesco’s learning ecosystem by implementing modern, technology-enabled pathways and competency frameworks aligned with business priorities and regulatory standards. The Director will partner across Sales Enablement, Product, Compliance, Marketing, and HR to deliver onboarding, field readiness, and ongoing professional development programs that reinforce a strong learning culture. Success requires enterprise L&D leadership, digital learning expertise , and the ability to translate complex business needs into impactful learning experiences that equip distribution teams for a best-in-class client experience. Responsibilities • Develop and execute FINRA-compliant annual training plans; conduct needs analysis ; ensure all programs meet regulatory standards through audits, QA, and digital modernization. • Oversee administration, access, renewals, and optimization of Compass LMS, Allego, MS Workstation, Zephyr, and FI360; streamline processes and implement automation for efficiency. • Design, train and implement the AI enabled sales person of the future • Design and deliver monthly new-hire onboarding for distribution roles; coordinate speakers and mentors; maintain high-quality, role-specific materials; scale global digital onboarding programs. • Administer and enhance pathways like I nternal -to-External M arket C onsultants ; manage applications, interviews, and assessments; expand programs with emerging leader development and workforce planning. • Manage advisor-facing CE programs; ensure compliance, accurate tracking, and timely submissions; modernize content and improve user experience. • Provide strategic guidance on instructional design and learning technology; act as SME for digital curriculum and scalable learning solutions. • Partner with Compliance, Sales, Product, Marketing, and HR to align learning programs with business objectives and regulatory requirements. • Elevate content accuracy and usability through curriculum audits, governance improvements, and best practices in learning path management. Requirements • Bachelor’s degree • 8+ years of experience in Learning & Development within complex or regulated environments, with proven success leading enterprise initiatives and multi-year learning strategies. • Strong knowledge of FINRA regulatory requirements and experience designing compliant learning materials, conducting needs analyses, and maintaining governance standards. • Proficiency in LMS administration, content governance, learning path design, reporting systems, and automation to improve efficiency and impact. • Hands-on experience with tools such as Compass LMS, Allego, MS Workstation, Zephyr, FI360, Power BI, OneNote, and IVY. • Excellent communication and facilitation skills; adept at partnering with executive leadership and cross-functional teams to deliver instructor-led, virtual, and digital programs. • Demonstrated project management and organizational abilities, including managing complex learning portfolios and ensuring quality and timely delivery. • Skilled in stakeholder engagement and translating business needs into effective learning solutions across geographically dispersed teams. Nice-to-haves • Master’s degree preferred in instructional design, education, learning technology, or related field. Benefits • Flexible paid time off • Hybrid work schedule • 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution • Health & wellbeing benefits • Parental Leave benefits • Employee stock purchase plan

Leading risk identification, developing risk frameworks, analyzing and monitoring risks, and collaborating across teams to enhance risk management practices. | 7-10 years of risk and control experience, strong understanding of technology and cybersecurity, experience with risk frameworks and cloud platforms, and leadership skills. | About Invesco As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. 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, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco. What's in it for you? Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including: • Flexible paid time off • Hybrid work schedule • 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution • Health & wellbeing benefits • Parental Leave benefits • Employee stock purchase plan Job Description About the Department/Team: At Invesco, we value focusing on clients, purposeful interactions, and teamwork. Within Enterprise Risk, you can expect to draw from your existing skills to drive value while finding opportunities to expand your talent and career. Invesco Enterprise Risk Management (ERM) is evolving its capabilities and is looking for new Team members. Enterprise Risk is a global Second Line of Defense function that engages with Invesco Business teams to facilitate delivery and oversight of the risk management framework and provide a consistent, aligned approach to risk management across the firm. The Enterprise Risk Management team, comprised of dynamic, diverse, and highly collaborative members, drives value to Invesco by delivering a comprehensive and standardized view of risk, integrated and underpinned by data and metrics. At the heart of the Invesco Enterprise Risk framework is the foundation for strong analytics, capable of responding to emerging threats and opportunities and adapting to evolving market trends and conditions. Whether you want to extend your existing experience to Enterprise Risk or leverage Risk Management expertise to evolve Invesco's Enterprise Risk Management capability, we've got exciting opportunities. About the Role: Invesco is embracing a dynamic business environment with more agile working methods, increasing our need for sophisticated technology and operational risk management. Our firm is adopting new technologies, strengthening our data strategy, expanding our use of third parties, and evolving our business models to serve our clients better. Our risk management frameworks must evolve in parallel to support this transformation. The Sr. Manager of Information Risk and Controls is a leadership and expert role responsible for advancing risk management evolution. This individual will support the Global Head of Information Risk and Controls in overseeing, evaluating, and enhancing the effectiveness of the second line of defense while improving the execution of the first line of defense in managing information risks. Partnering with a team of subject matter experts, a key strategic focus will be to develop, mobilize, and support next-generation, cross-disciplinary information risk frameworks, controls, and governance to sustain the ongoing transformation of our business. Responsibilities of the Role: • Leading Risk Identification and Mitigation:Spearhead the identification, assessment, and mitigation of technology, cybersecurity, data, and privacy risks, including those tied to infrastructure, cloud, and AI/ML technologies, data governance, data quality, data lineage, cyber threats, evolving privacy regulations, and emerging risks, ensuring a robust risk posture amidst evolving trends. • Framework Implementation:Develop and implement a robust information risk and control framework to enhance the firm's second line of defense capabilities in overseeing information security, data governance, and technology risks. • Risk Analysis and Monitoring:Analyze current and emerging information security, data governance, and technology risks, developing Key Risk Indicators (KRIs) to monitor the adequacy, quality, and efficacy of controls. Apply specialized knowledge and broad acumen across facets of all domains, including cybersecurity, technology, cloud, data governance, privacy, and support third-party risks. • Collaboration and Oversight:Partner with the first line of defense data owners, data stewards, and technology teams, and collaborate with Internal Audit, Global Compliance, and Risk teams to review and strengthen the control environment, improve processes related to information and data governance risk management, and provide independent second-line checks and challenges. Foster collaboration with the broader internal risk community and key global business stakeholders to ensure a cohesive approach to risk management across the organization. Conduct research and analysis, leveraging data to derive valuable insights and actionable recommendations for stakeholders. • Policy and Governance Leadership:Lead the development and implementation of risk management policies, procedures, and a governance structure, ensuring appropriate risk oversight, reporting, and compliance with regional regulatory requirements. • Industry Engagement:Engage with industry networks and associations to stay updated on developments in technology, operational, data governance, and security risk management, sharing insights with relevant business functions. • Risk Awareness:Drive risk awareness among employees through training and education, promoting a culture of risk consciousness. • Team Leadership:Provide strategic leadership to the Information Risk Management team, fostering a culture of continuous improvement and excellence, and engaging with senior stakeholders to deliver insightful reports and recommendations on the risk landscape. Requirements for the Role: • Risk Management Experience:7-10 years of risk and control experience, with at least 5 years driving risk management across various lines of defense in a global banking/financial services environment or international risk consulting with financial services experience. • Information Risk Expertise:Strong understanding of complex technology, data governance, and cybersecurity concepts, including core technology and security principles. • Framework Implementation:Hands-on experience defining and implementing information risk management and control frameworks, emphasizing integration of data governance. • Technical and Security Experience:Experience with major cybersecurity, technology, operational risk, and data governance frameworks and standards such as NIST CSF, CRI Cybersecurity Profile, CSA Cloud Controls, CCM (Cloud Controls Matrix), ISO 27000 series, COBIT, and Basel Operational Risk Principles. Experience delivering and assessing security solutions across major cloud service providers (AWS, Azure, GCP) platforms. • Communication Skills:Ability to build consensus through data-driven communication and presenting factual, relevant information. • Analytical Abilities:Advanced analytical skills with the ability to exercise judgment and solve complex problems. Critical thinking and analytical problem-solving ability; effectively identify risks and unexpected patterns in complex situations, investigate issues, analyze root cause, and determine the appropriate course of action. • Team Player:Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment, and confidence in dealing with difficult situations, resolving conflict, and influencing with diplomacy while maintaining objectivity. • Industry Preference:Preference for candidates with asset management or financial services industry experience. • Emerging Technology Knowledge:Working knowledge of current and emerging technologies, including cloud computing, AI/ML, and automation tools. • Education:An undergraduate degree is required; an MBA or master's degree in a relevant field is preferred. • Certifications:Certification in at least one of the following: CRISC (Certified in Risk and Information Systems Control), CISSP (Certified Information Systems Security Professional), CISA (Certified Information Systems Auditor), CISM (Certified Information Security Manager), CIPP (Certified Information Privacy Professional), etc. Full Time / Part Time Full time Worker Type Employee Job Exempt (Yes / No) Yes Workplace Model Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development. 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.

Support strategic initiatives, improve operational processes, and leverage technology to enhance team productivity. | Requires 2-7 years of experience in financial services or related field, proficiency in Power BI/Tableau, Excel, and PowerPoint, and strong project management skills. | About the position As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. 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, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco. The Strategic Operations Analyst focuses on driving operational excellence, leveraging technology to enhance team productivity, and supporting strategic initiatives. The ideal candidate will bring a blend of financial services experience, tech-savvy problem solving, and a passion for continuous improvement. This role partners closely with the COO of the Business Strategy & Development team (BSD) to improve processes, create efficiencies, influence long-term team goals and cross-functional collaboration. Key responsibilities and duties are focused on project execution, strategy business analysis, operational efficiency and team advocacy. Responsibilities • Enhance and manage BSD dashboards (Power BI/Tableau) to track pipeline, activity, and productivity • Analyze dashboard outputs and synthesize insights to support leadership decisions • Support execution and collaboration on BSD strategic initiatives, projects, and tactical activities • Drive adoption and training of AI tools and other technologies across the team • Utilize AI tools to enhance team productivity and educate team on these tools • Identify and implement process improvements to boost efficiency and productivity • Streamline operational processes to enable focus on growth and revenue-driving activities • Manage and track team technology and data services budget for optimal use • Build strong relationships across all levels and partner with stakeholders to align processes and deliver a consistent, high-quality client experience Requirements • Undergraduate degree required (Business or related discipline preferred) • 2–7 years of experience in financial services or a related field • Entrepreneurial, adaptable, and solutions-oriented with a strong work ethic and drive to succeed • Effective communicator, comfortable presenting to colleagues across the organization • Proficient in Power BI, Tableau, Excel, and PowerPoint • Self-motivated team player with strong problem-solving abilities • Excellent project management, prioritization, and multitasking skills with attention to detail • Ability to perform under pressure, meet tight deadlines, and maintain a continuous desire for personal and professional growth Nice-to-haves • MBA/CFA a plus Benefits • Flexible paid time off • Hybrid work schedule • 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution • Health & wellbeing benefits • Parental Leave benefits • Employee stock purchase plan