Client Portfolio Manager, EMEA Asset Allocation

Invesco
Ontario
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantSkills: ["Communication","Stakeholder management","Presentation","Written communication","Collaboration"]

Support client engagement for the EMEA Asset Allocation franchise by acting as a bridge between portfolio management, distribution, and clients. Represent multi-asset model portfolios, portfolio solutions, custom models, and bespoke mandates across UK and EMEA channels. Communicate investment views and outcomes to intermediaries, wealth platforms, private banks, and institutions, create client-facing materials, and provide market intelligence and competitor insights to inform business priorities.

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Invesco
Invesco
7 hours ago

Client Portfolio Manager, EMEA Asset Allocation

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live

Job Summary

Support client engagement for the EMEA Asset Allocation franchise by acting as a bridge between portfolio management, distribution, and clients. Represent multi-asset model portfolios, portfolio solutions, custom models, and bespoke mandates across UK and EMEA channels. Communicate investment views and outcomes to intermediaries, wealth platforms, private banks, and institutions, create client-facing materials, and provide market intelligence and competitor insights to inform business priorities.
Location: Ontario
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant

Key Responsibilities

  • •Maintain detailed knowledge of the team’s investment philosophy, process, portfolio positioning, and solutions capabilities.
  • •Represent and support multi-asset, model portfolio, portfolio solutions, custom model, and bespoke capabilities across EMEA.
  • •Support the Lead Portfolio Manager and broader portfolio management team in strategic client engagements.
  • •Participate in client meetings, due diligence reviews, conferences, webinars, and industry events across EMEA.
  • •Create client-facing materials (presentations, pitchbooks, market commentary, RFIs, RFPs, DDQs, and bespoke content) and act as a key investment-information source for distribution and marketing teams.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceAnnual LeavePensionIncome ProtectionWellness StipendVolunteering DaysParental LeaveLife Insurance

Key Requirements

  • •Proven experience in asset management, wealth management, or related financial services.
  • •Significant experience with multi-asset solutions, model portfolios, portfolio solutions, or related outsourced investment propositions.
  • •Experience as an Investment Specialist / Client Portfolio Manager or closely related client-facing investment role.
  • •Strong knowledge of model portfolios, portfolio solutions, and outsourced investment propositions across adviser, wealth management, and institutional channels.
  • •Excellent presentation, communication, stakeholder-management, and written skills (e.g., presentations, RFPs, DDQs, and technical investment content).
Experience:Asset managementWealth management
Skills:CommunicationStakeholder managementPresentationWritten communicationCollaboration

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
WebsiteLinkedIn