Associate Portfolio Manager
About The Position
The Associate Portfolio Manager will work closely with the Senior Portfolio Manager, Global Equities, to help shape the strategy, direction, and effective management of Global Equities portfolios within Invesco Fundamental Equities’ investment and risk framework. This role requires strong fiduciary responsibility to clients, active engagement with the Global Equities team, and the ability to interact confidently with clients, consultants, brokers, and other external stakeholders. Covers equity securities of companies with market capitalizations of over USD $10B that are headquartered in many developed and emerging countries across the world. Performs due diligence on investments in the portfolio (e.g., conducts site visits, meets with management). Works with the trading desk for securities market trading and provides instructions to traders. May participate in client marketing activities. This position includes direct stock coverage responsibilities and is a part of a team that manages a total of $18.3B as of January 31st, 2026.
Requirements
- A Master’s degree in finance, economics, mathematics, business, or a related field is ideal
- 10+ years of experience in equity research and/or portfolio management
- Strong understanding of both retail and institutional clients
- Coverage experience across at least three sectors
- Strong written and verbal communication skills with effective presentation ability
- Demonstrated success as a team player in collaborative, global, and cross-functional environments
- Effective interpersonal skills with the ability to influence outcomes across teams and organizational levels
- Confident engaging with management teams, brokers, consultants, and clients
- Open-minded, flexible, and receptive to diverse viewpoints
- Exhibits leadership qualities, intellectual curiosity, and a strong work ethic
- Ability to travel internationally required
Nice To Haves
- CFA designation strongly preferred
Responsibilities
- Portfolio Management & Investment Process Partner with the Senior Portfolio Manager to develop, refine, and implement strategies for Global Equities portfolios
- Analyze portfolio composition, performance, and risk attributes to support optimal portfolio outcomes
- Maintain financial models and active coverage on approximately 20 companies across at least three sectors.
- Contribute to portfolio construction and integrate quantitative signals in collaboration with internal partners (e.g., quantitative analyst)
- Review and analyze investment results, attribution, and trends to enhance performance with strong fiduciary discipline
- Work with the Senior Portfolio Manager to develop and maintain an effective investment process, including trading policies, procedures, and annual business goals
- Research & Market Coverage Monitor legislative, regulatory, and macroeconomic developments affecting global equities
- Interface with the ECM desk regarding potential IPO opportunities
- Collaborate with ESG and Global Investment Forum teams
- Risk, Compliance & Governance Ensure full compliance with regulatory requirements and internal risk frameworks
- Engage regularly with the Risk team to review portfolio exposures, discuss findings, and provide feedback
- Prepare materials for investment committees and respond to ad hoc information requests from senior management
- Client, Consultant & Internal Partner Engagement Represent the Global Equities team to internal and external stakeholders, including clients, prospects, consultants, brokers, and gatekeepers
- Market the team’s capabilities to existing and potential clients as well as internal distribution partners
- Participate in meetings with major wire houses, key accounts, and investment platforms
- Provide timely information, reporting, and insights to internal partners and external constituencies
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
