Institutional Sales Analyst
About The Position
As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco. North America Institutional ("NAI") is responsible for building and maintaining relationships with institutional asset owners, intermediaries and partners. Our team of dedicated professionals provides insights into industry trends and investor challenges across pension plans, insurance companies, nonprofit organizations and financial institutions. Operating with a client-centric mentality, we strive to bring all of Invesco to our clients adding value beyond investment returns. The NAI Sales Analyst position will partner closely with Sales and Consultant Relations members of the NAI team to provide analytical support to marketing and sales initiatives, which augment distribution efforts and drives a superior end-to-end client experience. The NAI Sales Analyst will develop a broad array of experience within asset management, institutional sales/consultant relations and analytical operations of Invesco.
Requirements
- Strong analytical and problem-solving skills
- Team player and self-motivated
- Strong business and financial acumen and interest
- Excellent oral and written communication skills
- Proficient computer skills, including Microsoft Office products, etc.
- Good general investment industry knowledge
- Strong work ethic
- Entrepreneurialism - demonstrate initiative to originate new or innovative approaches that will enable Invesco to remain an industry leader
Nice To Haves
- Prior experience in sales and/or client service
- FINRA SIE, Series 7 and 63 licensing a plus (must acquire within firm-defined time period)
Responsibilities
- Ensure timely delivery against reporting needs of both internal business partners and external clients by working with broader Invesco organization
- Prepare client profiles and other background materials for client meetings
- Maintain and monitor sales activity, client insights and pipeline data in Salesforce leveraging third-party tools such as eVestment, Preqin, WithIntelligence, Money Market Directory, FinSearches, etc.
- Work closely with internal partners across Sales, Marketing, Client Service and Investments to help drive and develop timely marketing campaigns
- Coordinate with internal partners on production and distribution, thus developing compelling, tailored materials for use with clients, prospects, or consultants as necessary
- Support development of and track performance against execution of business plans for senior team members and external clients, prospects and consultants as assigned
- Participate in specific North American Institutional business initiatives to improve overall team performance efforts related to enhancing reporting/communication
- Conduct research on client demand trends
- Building personal skillset to be an Invesco Institutional salesperson of the future
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
Entry Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
