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.

• Play a lead role in managing new business opportunities by working with the distribution teams to educate advisors, prospects, and investment platform gatekeepers on Custom Equity strategies - this includes participation in the RFP/RFI process and addressing ad hoc prospect questions.

• Participate in advisor pitches, due diligence meetings, and stand and deliver presentations as needed.

• Service existing clients via in-person meetings (on- and off-site), conference calls and investment committee meetings, as needed in place of Portfolio Managers.

• Provide portfolio updates and insights to drive client engagement and loyalty.

• Understand distribution opportunities in each channel and help shape product strategy with the Senior CPM and the product manager.

• Marketing & Thought Leadership:

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

• This includes monitoring key investment and industry trends, working with research and product development and identifying issues and topics that leverage insights into the marketplace.

• Manage the ongoing internal and external experience for our products and work with Marketing to support product specific content.

• Present at Invesco roundtables and industry conferences.

• Distribution Support:

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

• Support Distribution with training, large conferences, meeting support.

• Assist Sales with custom proposals for significant business opportunities and participate in client calls/meetings as needed.

• Liaise with the firm's various marketing and RFP teams to ensure all data and responses regarding a given product are accurate and appropriate.

• Assist with quarterly investment commentaries and regulatory commentary content.

The experience you bring:

• 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 strongly preferred.
• Entrepreneurial spirit. The Custom Equity team is building upon a newer capability and growing quickly, so a successful candidate must have a desire for team success that allows her or him to identify, own, and solve problems.
• 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.
• Good people and influence management skills.
• Undergraduate degree required, preferably in business or related discipline.
• MBA/CFA a plus
• Series 7 and 63 or 66 required

Working Conditions:

• Regular travel required.

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)

Yes

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.