Dir Pvt Mkts Due Diligence
About The Position
The Director of Private Markets Investment Due Diligence is responsible for accelerating industry-leading platform relevance for Invesco with Alternative Investments Teams. This role will enable broad adoption of Invesco’s private markets capabilities, initially focusing on real estate and private credit. You will share investment thought leadership, collaborate with clients on product development, and work closely with Invesco’s private markets investment teams. Key to success is pursuing a tailored client service experience with professional buyers (research professionals) with the primary goal of increasing Invesco’s presence on approved / recommended lists. The Investment Due Diligence (IDD) team strives to be the industry’s leading home office engagement team that meaningfully exceeds client expectations.
Requirements
- 10+ years of due diligence experience or wealth management platform-related business development experience
- 5+ years private market experience; operational due diligence; real estate and/or private credit experience a plus
- High level of investment competence, confirmed by specific work experience and investment credentials (MBA, CFA, CAIA)
- Experience with third party alternative markets platform vendors who offer services that enable access to alternative investments
- Excellent interpersonal skills and a validated ability to build and manage relationships
- A results driven mentality with a natural sense of timeliness in pursuing opportunities
- Meticulous organization and business leadership skills
- Strong communication (written and oral) and engaging presentation skills
- Up to 40% domestic travel required
Responsibilities
- Establish and sustain deep relationships with Alternatives Investments decision-makers at U.S. wealth management firms
- Understand each client’s investment priorities, infrastructure, and decision-making process
- Develop a strategic pipeline for private markets strategies in conjunction with investment teams and WMP, inclusive of timelines and goals
- Drive all aspects of research engagement through high-level and frequent interaction
- Monitor platform-level trends and opportunities to strategically position Invesco’s product line
- Acquire and share feedback with internal partners on client priorities, changes in investment views, and industry trends
- Actively engage investment teams to cultivate new opportunities, support existing placements, and build awareness on the multi-layered process of distributing in the wealth management channel
- Collaborate closely with other members of WMP client coverage team
- Coordinate due diligence, facilitate negotiations and onboarding activity with Invesco functional enterprise support teams
- Deliver outstanding client service by being highly adaptable and ensuring timely completion of requests
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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
