Client Portfolio Manager - Custom Equity Platform

Invesco is seeking a Client Portfolio Manager to act as an integral part of the portfolio management team, possessing deep knowledge of capital markets and the team's investment philosophy and quantitative investment process. The role involves interacting with the portfolio management team daily, understanding past and current portfolio positioning, performance attribution, and conveying this information effectively to retail and institutional clients. The CPM will also maintain detailed knowledge of the competitive landscape, stay current on market trends, and be able to clearly articulate what differentiates our products from the competition.

Requirements

• Undergraduate degree in business or related discipline
• 5-8 years of investment-related client-facing experience
• Proven success engaging and building relationships with wealth management advisors, gatekeepers, and investment due diligence teams
• Experience working with advisors across all channels including wirehouses, RIAs, and independent advisory firms
• Entrepreneurial spirit
• Technical skills, including strong understanding of quantitative investment processes, understanding of financial markets and economics, proficiency with Bloomberg, Microsoft Office, and other software products
• Highly developed communication skills, both written and verbal, including the ability to simplify complex topics into understandable and compelling messages
• Strong and influence management skills
• MBA/CFA a plus
• Series 7 and 63 or 66 required

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