Strong quantitative investment process understanding
Experience with wirehouses rias independent advisory firms
Invesco is seeking a Client Portfolio Manager for their Custom Equity Platform, responsible for acting as a liaison between client-facing teams and the investment team, leveraging deep knowledge of capital markets. The ideal candidate will have 5-8 years of investment-related client-facing experience and strong communication and analytical skills
Job Summary
The role serves as the primary interface between the investment team and clients, conveying portfolio positioning and performance attribution.
Candidates will manage new business opportunities by educating advisors and gatekeepers on Custom Equity strategies through pitches and due diligence meetings.
Invesco offers a comprehensive benefits package including hybrid work schedules, 401(K) matching, and flexible paid time off.
Matching Summary
Match Score: 85
Invesco is seeking a Client Portfolio Manager for their Custom Equity Platform, responsible for acting as a liaison between client-facing teams and the investment team, leveraging deep knowledge of capital markets. The ideal candidate will have 5-8 years of investment-related client-facing experience and strong communication and analytical skills.
Salary
Base: $150,000 - $180,000 per year; Bonus/Equity: Incentive pay included; Benefits: Comprehensive compensation and benefit offerings
Skills & Requirements
Must-have
5-8 years investment client-facing experience
Strong quantitative investment process understanding
Experience with wirehouses RIAs independent advisory firms
Nice-to-have
Entrepreneurial spirit and problem-solving drive
MBA or CFA designation preferred
Ability to simplify complex financial topics
Key Requirements
Undergraduate degree in business or related discipline