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Company Overview 

It began with a vision of a company dedicated to serving a global market for investment management. By delivering the combined power of our distinctive worldwide investment management capabilities, Invesco Ltd. provides a comprehensive array of enduring solutions for retail, institutional and high-net-worth clients around the world.

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Job Description 


Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our clients around the world. Operating in more than 20 countries, the firm is listed on the New York Stock Exchange under the symbol IVZ.

Job Purpose (Job Summary):
Invesco's Fixed Income's (IFI) Investment Solutions Group is designed to handle the business relating activities of the broader fixed income platform. The principal drivers of the business engagements are represented by the Client Portfolio Manager (CPM) structure. This structure is very much aligned with Invesco's goal of having an investment-oriented culture that is focused on our clients throughout various distribution channels. The objective of the Investment Solutions group is to represent our portfolio management teams in business related matters, thereby allowing the PMs to focus more of their efforts towards managing our client's assets. The position of Associate Client Portfolio Manager (ACPM) will be a critical contributor within the CPM structure and an essential component in enhancing and leveraging the team's resources to foster stronger client and business development engagements. The role is a key contributor to the Business Solutions Group, to IFI, and to Invesco's success.


Key Responsibilities / Duties:

  • Assist the CPMs in portfolio reporting, on-site meetings, client on-boarding activities, client maintenance, sales/marketing efforts through the consultant/gatekeeper channel, strategy material updates, peer analysis, business oversight.
  • Support and work with the Sales and Service team, Operations, Compliance, and Legal.
  • Assist CPMs in coordinating and delivering investment servicing required for asset development and retention for clients across all Invesco distribution channels worldwide.
  • Assist in developing and maintaining marketing presentations to Invesco's retail and institutional clients worldwide.
  • Assist in developing and preparing conference call materials and client updates as well as ad hoc requests by clients in a timely manner.
  • Assist the CPMs in acting as a liaison between the sales force and the PM teams to ensure team's investment philosophy/processes are correctly and effectively represented to clients and potential opportunities.
  • Assist the CPMs in compiling/gathering information for presentation books with client reporting and offsite client meetings.
  • Assist the CPMs with respect to marketing plans for their respective investment disciplines.
  • Assist the CPMs to ensure relevant investment insights of the PM team are delivered internally/externally in a timely manner.
  • Work closely with Fixed Income Product Managers and maintain the message of investment teams that includes presentation materials, market data research and competitive analysis.
  • Assist the CPMs in their critical editorial role in preparing RFPs and RFIs prior to release.
  • Assist in assessing peer groups and competitive forces in the business segment.
  • Assist in maintaining P/L considerations and tracking according to business plans for respective Fixed Income group and across IFI strategies as needed.
 


Job Requirements 

Work Experience / Knowledge:

  • Two to four years experience in financial services industry required.
  • Prior experience working with clients and within fixed income a plus.
  • Knowledge across diverse distribution channels in which Invesco strategies/products are sold. Institutional, retail and consultant channel experience preferred.

Skills / Other Personal Attributes Required:

  • Strong communicator, strong written communication and client contact skills.
  • Strong analytical skills.
  • Strong work ethic and attention to detail are essential.
  • Excellent interpersonal skills - must be able to establish and maintain effective, cooperative working relationships with departments and organizational levels.
  • A willingness to engage and winning enthusiasm are essential.
  • Self-directed - must be comfortable working independently, seeking manager's input as needed.
  • Must exhibit appropriate software knowledge in window-based applications. Experience with Microsoft Office, Powerpoint and remote computer equipment is critical.

Formal Education: (minimum requirement to perform job duties)

  • Bachelor's degree in business, finance or a related field required. A graduate degree/MBA a plus.

License/Registration/Certification: (minimum requirement to perform job duties)

  • FINRA Series 7 license will be a bonus. Strong preference for a CFA or working towards technical designations.

Working Conditions:

  • Position will be located in Atlanta. Minimal travel as the role is designed to be primarily internal, providing ongoing support to the CPMs.

FLSA (US Only): Exempt


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.


 

 

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