Client Portfolio Manager - Custom Equity Platform

About Invesco

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.

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings.

• 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

Invesco is a well-established provider of separately managed account solutions through our Custom SMA platform. These solutions seek to provide investors with customizable and tax‑efficient exposure to equity and fixed‑income asset classes. The rapidly growing Custom Equity SMA platform focuses on offering highly customized long‑only and long/short equity portfolios that allow, among other things, a range of tax management techniques and funding options.

The Client Portfolio Manager (CPM) is an integral part of the portfolio management team, possessing deep knowledge of capital markets and the team’s investment philosophy and quantitative investment process. As the primary interface between our client‑facing teams and the investment team, the CPM conveys portfolio positioning, performance attribution, and risk attributes to retail and institutional clients. The role demands highly developed skills in communications, relationship building, business acumen, and analytics.

• Grow and retain business by representing the investment team and key investment strategies to clients.
• Lead new business opportunities by working with distribution teams to educate advisors, prospects, and investment platform gatekeepers on Custom Equity strategies—including 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.
• Serve existing clients via in‑person meetings, 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.
• Monitor key investment and industry trends, work with research and product development, and identify 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 an effective sales strategy.
• Support Distribution with training, large conferences, and 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 accurate and appropriate data and responses regarding a given product.
• 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—is strongly preferred.
• Entrepreneurial spirit and a desire for team success.
• Te…