Institutional Sales Analyst

Invesco Ltd. • New York, NY

4d • $100,000 - $110,000 • Hybrid

About The Position

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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed