Client Portfolio Manager - Fixed Income

Invesco Ltd. • Atlanta, GA

1d • Hybrid

About The Position

The Invesco Fixed Income (IFI) platform is built on a foundation of deep, proprietary research, robust macroeconomic views and a global network of investment professionals who bring regional expertise. IFI’s robust capabilities span taxable and municipal product offerings including multi-sector as well as sector specific solutions. The platform's strength lies in the consistent application of top-down relative value and economic views alongside proprietary fundamental research, aiming to deliver outperformance within an established risk framework. The IFI Client Portfolio Manager (CPM) is an integral part of the portfolio management team, possessing deep knowledge of capital markets and the team’s investment philosophy and process across specified strategies. The CPM acts as the primary interface between client-facing resources and the investment team, interacting daily with portfolio managers to understand positioning, market conditions, and portfolio themes. This role involves communicating performance attribution, rationale for holdings, risk attributes, and team views to institutional clients and stakeholders. The CPM will also maintain detailed knowledge of the competitive landscape, stay current on market trends, and articulate product differentiation. The CPM partners with Client Portfolio Analysts and Product Managers on business plans and marketing content. This dynamic role requires outstanding communication skills, keen attention to detail, a self-starting attitude, the ability to cultivate trust, business acumen, and analytical prowess, seeking highly engaged, confident individuals who strive for excellence and intellectual curiosity.

Requirements

• 10+ years of investment-related client-facing experience preferably covering U.S. investment grade and/or high yield strategies.
• Experience working with investment platform research analysts, field level financial advisors, retirement plan gatekeepers, investment consultants and/or institutional investment committees for corporations, public entities, and/or endowments and foundations.
• Deep investment expertise including an understanding of portfolio construction, risk drivers, market dynamics, and product-specific nuances.
• Entrepreneurial spirit, with a focus on continuous improvement, willingness to take risks, embrace and lead change, determination to find creative solutions to problems.
• Strong work ethic and drive to succeed.
• Technical skills, including strong investment acumen, understanding of financial markets and economics.
• Proficiency with Bloomberg, Microsoft Office, Morningstar and other software products.
• Comfortability adopting AI tools to enhance productivity.
• Strong communication skills, both written and verbal.
• Ability to collaborate and communicate well with others.
• Strong team player.
• Expected at least 25-50% travel.
• Undergraduate degree required, preferably in business or related discipline.
• Series 7 and 63 required.

Nice To Haves

• MBA/CFA
• Direct money management experience

Responsibilities

• Grow and retain business by representing the investment team and key investment strategies to clients.
• Service existing clients via in-person meetings (on- and off-site), conference calls and board / investment committee meetings, as needed in place of Portfolio Managers, or in support of them.
• Provide end-to-end client servicing such that institutional clients’ needs are met with the same high standards they come to expect with Invesco products.
• Regularly reflect the investment team by communicating existing (and potential) investment strategies to clients.
• Provide portfolio updates and insights to drive client engagement and loyalty.
• Drive the development of research, presentations and investment insights for clients.
• Monitor key investment and industry trends, working with the thought leadership team to identify topics that resonate with investors.
• Leverage publications, speaking engagements, public relations and marketing channels to drive key messages into the market.
• Attend and present at industry and client conferences including Invesco roundtables, industry events, and PR opportunities.
• Play a key role in developing institutional and wealth opportunities by working with the distribution teams to educate consultants, investment platform gatekeepers and prospects on investment grade and high yield investment strategies.
• Develop and modify collateral including Finals presentations, DDQs, RFPs and due diligence meeting presentations as needed.
• Build strong relationships with the Distribution teams supporting their efforts to execute an effective sales strategy.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 1,001-5,000 employees