NATA Trainee

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 youre looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

Job Summary

Responsibilities

• Actively participate in process training to gain subject matter expertise and proactively seek clarification when required.
• Assess client requests, refer to departmental guides, research applicable procedures, and determine appropriate processing steps.
• Follow departmental policies and procedures while completing assigned work.
• Take complete ownership and accountability for assigned work, keeping management informed of critical matters while acting in the clients best interest.
• Adhere to and exceed quality, productivity, and efficiency metrics defined by the department.
• Continuously learn from feedback and apply improvements to enhance quality and reduce errors.
• Upskill on newer work types as scheduled and embrace ongoing development opportunities.
• Work collaboratively with team members, management, trainers, coordinators, and onshore partners.
• Contribute constructively to team goals, daily MDIs, process improvement initiatives, and departmental projects.
• Actively participate in team and department initiatives and support a culture of continuous improvement.

Requirements

• Basic understanding of the mutual fund industry and mutual fund terminology is a plus.
• Financial services knowledge good to have.
• Work experience/knowledge in customer service environment is added advantage

Skills

• Strong communication skills.
• Ability to grasp new concepts quickly and take ownership of self-development.
• Ability to make quick decisions, establish priorities, and focus on detailed information under pressure.
• Strong reasoning and problem-solving skills.
• Ability to work effectively in a team environment with minimal supervision.
• Ability to manage multiple priorities and deliver high-quality work within established deadlines.
• Proficiency with keyboarding and computer fundamentals in a Windows environment.
• Basic mathematical skills.

Academic Requirements

• MBA Finance (2025 2026 Batch)
• 50% or equivalent CGPA/CQPI throughout 10th, 12th or Diploma, UG course

The above information is intended to describe the general nature and level of work performed by employees in this role. It is not intended to be a comprehensive inventory of all duties, responsibilities, or 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.

Job Details

• Full Time / Part Time
• Worker Type: Employee
• Job Exempt (Yes / No): No

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.