Portfolio Strategist

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Your Team
Invesco Solutions is a team of 165+ individuals managing / advising over $175 billion in multi-asset and custom mandates. As part of this team, the Client Investment Solutions team works closely with investment teams, both within Invesco Solutions and throughout the broader firm, distribution, product, and other groups to advise clients on investment strategy, commercialize existing investment capabilities, and develop new investment solutions as needed.
Your Role

Reporting to the Head of Client Investment Solutions, North America, the Portfolio Specialist will provide account management and business development support for the Invesco Solutions team spanning institutional and retail intermediary clients in North America. The role will require a high level of written and verbal communication, project management, and analytical skills as well as a strong work ethic.  Collaboration both within the Invesco Solutions team and with other investment centers throughout Invesco is critical.
You Will Be Responsible For:

• Understanding client objectives and constraints and incorporating them into portfolio recommendations for asset allocation and implementation
• Monitoring investment capabilities throughout the firm and working with respective Invesco teams to effectively commercialize them and incorporate them into client portfolios
• Coordinate the construction of customized solutions for clients, balancing client needs and preferences with the firm's AUM and profitability targets, by working closely with colleagues in investments, product management, relationship management, etc.
• Liaise with relationship teams to drive investment idea generation for new and prospective clients, prioritizing investment capabilities with the greatest scale, efficiency, and profitability
• Represent Invesco Solutions with current and prospective clients, presenting investment content and thought leadership in person and virtually as needed

The Experience You Bring:

• At least 7-10 years in solutions and / or client-facing asset management roles
• Proven track record of understanding complex investment concepts and explaining them effectively to audiences of varying sophistication / familiarity with subject matter
• An accountability mindset which takes ownership over complex problems, projects, and client opportunities, works effectively across teams / functions, negotiates with and influences others to deliver results, and responds to feedback
• An ability to handle nuance and navigate complex situations involving a variety of stakeholders both internally and externally
• Strong academic credentials, including a bachelor's degree and an advanced degree highly preferred
• A CFA designation or demonstrated commitment to the completion of the CFA program, is preferred.

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. 

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.