What are the responsibilities and job description for the Wealth Management Intern position at 1240 Invesco Distributors Inc.?
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 timeWorker Type
Student/Intern (Fixed Term)Job Exempt (Yes / No)
NoWorkplace 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