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Wealth Management Intern

1240 Invesco Distributors Inc.
New York, NY Intern
POSTED ON 2/18/2025
AVAILABLE BEFORE 4/16/2025

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

Job summary:

As a WMP Intern, you will work with the broader Wealth Management Platforms team, as well as other internal partners, to contribute to successful outcomes for clients by delivering a best-in-class personalized experience and elevating Invesco capabilities/relevance on wealth management platforms.

Your role:

  • Support strategic initiatives for WMP Strategic Account Managers and Investment Due Diligence professionals

  • Learn Invesco’s investment strategies (Funds, SMA’s, ETF’s, etc.) by asset class and how they are positioned on client platforms

  • Conduct competitor research to identify potential opportunities and threats to existing products, and to effectively position IVZ strategies versus peers

  • Share relevant articles and white papers with WMP partners to promote discussion and evaluation of industry/asset class trends

  • Contribute to team discussions and preparation for client meetings

  • Assist team with ad-hoc projects

Experience you bring:

  • Must be pursuing a Bachelor’s or Master's degree graduating between December 2025 and Summer 2026 with a minimum GPA of 3.2 on a 4.0 scale

  • Basic understanding of mutual funds and financial markets

  • Understanding of asset management/wealth management industry

  • Strong critical thinking skills

  • Proficient across Microsoft office, with strong command of Excel

  • Comfortable working with learning/using new software; basic knowledge of Salesforce is a plus

  • Excellent written and verbal communication skills

  • Highly motivated and driven; seeks high quality execution and engagement

  • Able to manage & prioritize multiple tasks

  • Self-starter with a knack to “figure things out” 

The compensation offered for this position will be based on qualifications, skills and location. For New York the compensation offered will be $ 30-35/hour 

Full Time / Part Time

Full time

Worker Type

Student/Intern (Fixed Term)

Job Exempt (Yes / No)

No

Workplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. 

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

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.

Salary : $30 - $35

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