Client Portfolio Manager - Retail - Wealth Channels (Atlanta)

Invesco Ltd. • Atlanta, GA

21h • Hybrid

About The Position

The IFI Client Portfolio Manager (CPM) acts as an integral part of the portfolio management team and possesses deep knowledge of capital markets and the team’s investment philosophy and process across specified strategies. The CPM is regarded as a credible investment professional who acts as the primary interface between our client-facing resources and the investment team. The CPM interacts with the portfolio management team daily to understand historical and current portfolio positioning, market conditions and portfolio themes. The CPM is able to communicate performance attribution, the rationale for specific holdings and portfolio activity, risk attributes, and views of the team clearly and succinctly to a variety of institutional clients and institutional / retail stakeholders. The CPM will maintain detailed knowledge of the competitive landscape/peer group, stay current on market trends and developments in all relevant distribution channels, and be able to clearly articulate what differentiates our products from the competition. The CPM acts in partnership with the Client Portfolio Analyst and Product Managers on business plans and marketing content across the product suite they represent.
This is a multi-faceted, dynamic, and challenging role that demands outstanding skills in communications, keen attention to detail, a self-starting attitude, the ability to develop and cultivate trust, business acumen, and analytical prowess. Invesco seeks to hire highly engaged, confident individuals, who do not settle for mediocrity, continually strive for excellence with their firm and peers, and who retain a high degree of 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, third party research analysts, field level financial advisors, home offices, retirement plan gatekeepers, internal distribution and external sales.
• 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, Aladdin, Morningstar and other software products and comfortability adopting AI tools to enhance productivity.
• Excellent communication skills, both written and verbal and ability to cater messaging to a variety of audience sophistication levels.
• Ability to collaborate and communicate well with others. Strong team player.
• Undergraduate degree required, preferably in business or related discipline.
• Series 7 and 63 required.

Nice To Haves

• MBA/CFA and/or direct money management experience preferred.

Responsibilities

• Play a key role in developing opportunities within the wealth channel by working with Invesco distribution teams to educate investment platform gatekeepers including wholesalers, RIAs, ETF Sales, broker-dealers, internal sales and prospects on multi-sector (Core, Core Plus, Short Duration), investment grade and high yield investment strategies.
• Develop and modify collateral including finals marketing briefs, introductory sales presentations, DDQs, RFPs and due diligence meeting materials as needed.
• Build strong relationships with internal and external distribution teams supporting efforts to execute an effective sales strategy.
• Drive the development of research, presentations and investment insights for third party evaluators (e.g., Morningstar and Lipper) and media channels. This includes monitoring key investment and industry trends, working with the thought leadership team to identify ,topics that resonate with investors. This individual will leverage publications, speaking engagements, public relations and marketing channels to drive key messages into the market.
• Develop strong working knowledge of key competitors, and be able to differentiate why Invesco’s suite of products is unique and competitive.
• Attend and present at industry and client conferences including Invesco roundtables, industry events, and PR opportunities.
• Ability to succinctly communicate key differences in vehicle wrappers to retail / wealth platforms. Strong working knowledge of active ETFs, various shares of mutual funds, separately managed accounts.
• Grow and retain business by representing the investment team and key investment strategies to clients.
• Regularly reflect the investment team by communicating existing (and potential new) investment strategies to clients. Provide portfolio updates and insights to drive client engagement and loyalty.

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