Client Portfolio Manager - Custom Equity Platform

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Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:
* 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# #
** Job Description
*** Grow and retain business by representing the investment team and key investment strategies to clients.
* Play a lead role in managing new business opportunities by working with the distribution teams to educate advisors, prospects, and investment platform gatekeepers on Custom Equity strategies – this includes participation in the RFP/RFI process and addressing ad hoc prospect questions.
* Participate in advisor pitches, due diligence meetings, and stand and deliver presentations as needed.
* Service existing clients via in-person meetings (on- and off-site), conference calls and investment committee meetings, as needed in place of Portfolio Managers.
* Provide portfolio updates and insights to drive client engagement and loyalty.
* Understand distribution opportunities in each channel and help shape product strategy with the Senior CPM and the product manager.
* Participate in the development of advisor-facing content, presentations, and research.
* This includes monitoring key investment and industry trends, working with research and product development and identifying issues and topics that leverage insights into the marketplace.
* Manage the ongoing internal and external experience for our products and work with Marketing to support product specific content.
* Present at Invesco round tables and industry conferences.
* Build strong relationships with the Distribution teams supporting their efforts to execute and effective sales strategy.
* Support Distribution with training, large conferences, meeting support.
* Assist Sales with custom proposals for significant business opportunities and participate in client calls/meetings as needed.
* Liaise with the firm’s various marketing and RFP teams to ensure all data and responses regarding a given product are accurate and appropriate.
* Assist with quarterly investment commentaries and regulatory commentary content.
* Undergraduate degree required, preferably in business or related discipline.
* 5-8 years of investment-related client-facing experience.
* Proven success engaging and building relationships with wealth management advisors, gatekeepers, and investment due diligence teams.
* Experience working with advisors across all channels including wirehouses, RIAs, and independent advisory firms strongly preferred.
* Entrepreneurial spirit. The Custom Equity team is building upon a newer capability and growing quickly, so a successful candidate must have a desire for team success that allows her or him to identify, own, and solve problems.
* Technical skills, including strong understanding of quantitative investment processes, understanding of financial markets and economics, proficiency with Bloomberg, Microsoft Office, and other software products.
* Highly developed communication skills, both written and verbal, including the ability to simplify complex topics into understandable and compelling messages.
* Strong and influence management skills
* MBA/CFA a plus
* Series 7 and 63 or 66 required
* Regular travel required
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