Client Portfolio Manager - Custom Equity Platform

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

Invesco is a well-established provider of separately managed account solutions through our Custom SMA platform. These solutions seek to provide investors with customizable, low-cost, tax-efficient exposure to equity and fixed income asset classes. The rapidly growing Custom Equity SMA platform is focused on offering highly customized equity portfolios that allow, among other things, a range of tax management, factor, and ESG capabilities.

Job Summary :

The Client Portfolio Manager (CPM) acts as an integral part of the portfolio management team and possesses deep knowledge of capital markets and the team's investment philosophy and quantitative investment process. The CPM is regarded as a credible investor who acts as the primary interface between our client-facing teams and the investment team. The CPM interacts with the portfolio management team daily to understand past and current portfolio positioning, performance attribution, the rationale for specific holdings and portfolio activity, risk attributes, views of the team / asset class, and has primary responsibility for conveying this information effectively to retail and institutional clients including gate-keepers, research analysts, consultants, and internal colleagues. The CPM will maintain detailed knowledge of the competitive landscape / peer group, stay current on market trends and developments in all relevant distribution channels, and be able to clearly articulate what differentiates our products from the competition. The CPM acts in partnership with rest of the CPM team, the SMA team, marketing, and other relevant partners on business and marketing related projects. The result is a multi-faceted, dynamic, and challenging role that demands highly developed skills in communications, stage presence, relationship building, business acumen, and analytics. We hire highly engaged, confident individuals who are persistently curious, will not settle for average, and continually strive to improve themselves, their work, and their environment.

The role :

• Business Development :

Grow and retain business by representing the investment team and key investment strategies to clients.

Participate in the development of advisor facing content, presentations, and research.

Build strong relationships with the Distribution teams supporting their efforts to execute and effective sales strategy.

The experience you bring :

Working Conditions :

The salary range for this position in New York City and Seattle is $150,000 - $170,000 / year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / 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 :

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 : $150,000 - $170,000