Invesco

1 week ago

Client Portfolio Manager - Custom Equity Platform

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Job Summary

Own client-facing portfolio communication for Invesco’s Custom Equity SMA platform, serving retail and institutional clients as the primary interface to the investment team. Drive growth by representing investment strategies, educating advisors and gatekeepers, participating in RFP/RFI processes, and supporting pitches and due diligence. Provide portfolio updates and insights, develop advisor-facing content, collaborate with marketing and RFP teams, and contribute to investment and regulatory commentaries while monitoring industry trends.

Location: New York, Seattle, Atlanta

Workplace: Hybrid

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Represent the investment team and key investment strategies to grow and retain business with clients.
•Lead new business opportunities by educating advisors and investment platform gatekeepers on Custom Equity strategies, including participation in RFP/RFI processes.
•Participate in advisor pitches, due diligence meetings, and deliver presentations as needed.
•Service existing clients via in-person meetings, conference calls, and investment committee meetings, providing portfolio updates and insights to drive engagement.
•Support advisor-facing content and research, liaise with marketing and RFP teams for accurate data/responses, and assist with quarterly investment and regulatory commentary content.

Travel: Medium travel

Pay and Benefits

Salary: USD 150,000 - 180,000 annually

Perks:Paid Leave401kHealth InsuranceParental LeaveEquity

Key Requirements

•Undergraduate degree required, preferably 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 strongly preferred.
•Technical skills including strong understanding of quantitative investment processes and proficiency with Bloomberg and Microsoft Office; Series 7 and 63 or 66 required.

Experience:5-8 yearsCapital marketsInvestmentsWealth managementSMA

Education:Bachelor's

Skills:CommunicationRelationship buildingBusiness acumenAnalyticsInfluence management

Licenses:Series 7Series 63Series 66

Tech Stack:BloombergMicrosoft Office

Company Brief

Invesco

Global investment management firm offering mutual funds, ETFs, retirement solutions, and institutional asset management services. Serves individual investors, financial advisors, and institutions across public and alternative markets.

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Atlanta, United States

Founded: 1935

Website LinkedIn

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Invesco

1 week ago

Client Portfolio Manager - Custom Equity Platform

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 20 hours agoStatus: Live

Job Summary

Location: New York, Seattle, Atlanta

Workplace: Hybrid

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Represent the investment team and key investment strategies to grow and retain business with clients.
•Lead new business opportunities by educating advisors and investment platform gatekeepers on Custom Equity strategies, including participation in RFP/RFI processes.
•Participate in advisor pitches, due diligence meetings, and deliver presentations as needed.
•Service existing clients via in-person meetings, conference calls, and investment committee meetings, providing portfolio updates and insights to drive engagement.
•Support advisor-facing content and research, liaise with marketing and RFP teams for accurate data/responses, and assist with quarterly investment and regulatory commentary content.

Travel: Medium travel

Pay and Benefits

Salary: USD 150,000 - 180,000 annually

Perks:Paid Leave401kHealth InsuranceParental LeaveEquity

Key Requirements

•Undergraduate degree required, preferably 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 strongly preferred.
•Technical skills including strong understanding of quantitative investment processes and proficiency with Bloomberg and Microsoft Office; Series 7 and 63 or 66 required.

Experience:5-8 yearsCapital marketsInvestmentsWealth managementSMA

Education:Bachelor's

Skills:CommunicationRelationship buildingBusiness acumenAnalyticsInfluence management

Licenses:Series 7Series 63Series 66

Tech Stack:BloombergMicrosoft Office

Company Brief

Invesco

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Atlanta, United States

Founded: 1935

Website LinkedIn