Job Title: Investment Operations, Multi Funds Trainee

Department: Investment Operations

Reports To: Senior Associate/Director – Investment Operations

Location: London

Job Purpose: Provide first in class support for all operational portfolio management activities.

Key Responsibilities:

As an Trainee in Investment Operations Management at Invesco Real Estate, you will assist with the IOM team in providing support to the Portfolio Management team with operational support throughout the lifecycle of a fund, including support for transactions, data governance, liquidity management, performance monitoring, and investor reporting. Your primary goals will be to ensure the smooth delivery of portfolio operations and to assist in maximising financial planning and controlling efficiency.

All responsibilities listed below are within the scope of the role, with the opportunity to develop expertise in one or more areas. You will also be supported by other team members as you grow into the broader responsibilities over time.

• Assisting in Production and review of monthly, quarterly and annual reports, including fund performance monitoring, investor reporting, TER, risk reports and assist coordinating the Pay Day Report process. This includes preparing core deliverables within the team as well as reviewing inputs or draft outputs produced by offshore teams to ensure accuracy and completeness.

• Data Collection, Validation and Governance with guidance:

– Support database and dashboard updates, including collecting, reviewing, and organising data from underlying fund teams.

– Carrying out data validation and reconciliations to help ensure the completeness and accuracy of reportable data.

• Run portfolio operations and support the maximisation of portfolio efficiency, including:

– Assisting with liquidity and distribution management (e.g., identification of liquidity needs, coordinating distribution and cash planning).

– Supporting fund-level performance calculations.

– Assisting in acting as an interface between the Portfolio Manager and other teams involved in the fund (e.g. Treasury, Product Management, Fund Accounting).

– Supporting product management in enhancing client experience reporting, RfP, and improving data accessibility.

– Support team initiatives and continuous improvement projects when required, including helping to streamline workflows and improve data processes.

• Ensure all activities are in line with Invesco’s Conduct principles.

Experience, Knowledge and Qualifications required for role:

Personal Attributes Required

Experience

Prior experience is not required – full training will be provided.

Knowledge

Interest in real estate investment management and willingness to learn.

Other Personal Attributes Required

– Strong motivation to learn and develop in a real estate fund operations environment.

– Proficiency in Excel, Word, and PowerPoint; familiarity with SharePoint is a plus.

– Team-oriented, reliable, and able to manage time effectively.

– Proactive, “can-do” mindset with problem-solving attitude.

You will join as part of the Investment20/20 Programme

Our Traineeship will introduce you to the world of investment management, allowing you to build industry knowledge, experience and relationships that will benefit your career and provide you with skills to secure a permanent role.  

As part of the Investment20/20 programme, you will also have opportunities to meet and network with over 300 trainees across the industry and participate in socials and insight events.

Apply here

Start date September 2026

The application process, key dates and information:

The assessment process will include:

– CV Review

– Video Interview (containing both video and written questions)

– Final Interview

Start date of the programme: September 2026

Salary: £26,500 per annum

Please Note:

We unfortunately are unable to accept industry placement year students onto this programme.

We require all applicants to have the right to work in the UK until at least October 2027

Full Time / Part Time

Full time

Worker Type

Fixed Term Employee (Fixed Term)

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.

If this sounds like you, we’d love to hear from you! We want all of our candidates to shine during the application and selection process, so if you need any adjustments to be made, please send an e-mail to [email protected]. Please include your name, the job you are interested in, and the type of adjustment you need (for example; breaks during your interview, remote interviews, additional time for assessments or other required adjustments)

We promote a working environment that welcomes everyone and creates inclusive teams, celebrates difference and encourages everyone to be themselves at work.

Our commitment to the community and environmental, social and governance investing

We partner with charitable organisations globally to make an impact in the communities where we live and work. Our people are encouraged to support the charities they feel most passionate about. We are also committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific responsible investment product strategies as well as part of our commitment to deliver a superior investment experience.