Thematic & Specialty Strategist
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. The role: The Thematic & Specialty Strategist will leverage his/her capital markets, investment management and product knowledge to deliver macro views and product positioning to institutions and financial advisors. The role will work collaboratively with Product Development, Product Management, Portfolio Management, Capital Markets, Sales and Marketing to position and grow the product line.
Requirements
- 10+ years of investment management or research experience, with strong understanding of equity markets.
- ETF and/or index product knowledge and relevant industry experience required.
- Excellent written communication, oral presentation, and analytical skills.
- Proven ability to present effectively at corporate, client, and industry events, including large audiences.
- Strong interpersonal skills and a collaborative mindset; able to build effective relationships across all levels.
- Self-directed professional who can set objectives and work independently while seeking guidance as needed.
- Undergraduate degree in business, finance, or related field required
- FINRA Series 7 and 65/66 required; periodic travel expected.
Nice To Haves
- MBA, CFA, CIMA, or CFP preferred.
Responsibilities
- Drive growth of the thematic & specialty equity ETF product line in partnership with cross-functional teams (sales, marketing, capital markets, product management, portfolio management and product development)
- Help build and reinforce a brand for Invesco ETF products by presenting at industry conferences and serving as the “voice” for the product line in media interviews, sponsored events, webcasts, etc.
- Support efforts to develop and manage insights on the product line through: Asset class and product-specific communication Product training and positioning Product-specific competitive analysis Market and product performance commentaries Content development in partnership with Marketing
- Partner with Sales to execute product-specific distribution strategies and participate in client meetings
- Monitor macro market conditions to formulate asset class views, and translate them into actionable investment and product positioning ideas for clients
- Identify new product opportunities as well as assess existing product line to identify opportunities for enhancement
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
Mid Level
