Hybrid Client Portfolio Manager – Custom Equity Platform

at Softcard (acquired by Google)

• Job title: Client Portfolio Manager – Custom Equity Platform
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $150,000 - $180,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, New York City, United States

About the role

• Client Portfolio Manager at Invesco focusing on Custom Equity strategies. Responsibilities include client engagement, managing business opportunities, and representing investment strategies.

Responsibilities

• 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 roundtables 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.

Requirements

• 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

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